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Jeremy B
Series 63, Series 65
Charleston, SC
LPL Financial
Jeremy Billew is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at McKenna Agency for 14 years. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various investment strategies.
Dylan D
Series 66
Charleston, SC
LPL Financial
Dylan Davison is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 license and having less than one year of industry experience. Prior to his advisory role, he worked at Salesforce for six years and Blackbaud for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management with access to model portfolios and research.
Clayton A
CFP®, Series 63
Charleston, SC
LPL Financial
Clayton Abel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked at Nationwide Financial and Nationwide Securities, LLC from 2011 to 2016. He is also involved with the McKenna Agency, where he has been engaged since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.
Bobby P
Series 63, Series 65
Charleston, SC
LPL Financial
Bobby Parham II is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following three years at Nationwide Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Trent D
Series 66
Charleston, SC
LPL Financial
Trent Derrick is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Maryland Financial Group, Inc. Derrick has involvement in multiple investment-related business activities affiliated with LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.
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