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Benjamin D

Series 66

Charlotte, NC

LPL Financial

Benjamin Davis is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and Alternative Health Distributions. Davis also has work experience at Davidson College and in the food service industry with Chicken Salad Chick. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to models and research from multiple sources.

College savings (529s, UTMA, etc.)
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Dorothy Y

Series 63, Series 65

Charlotte, NC

LPL Financial

Dorothy Yandle is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She previously worked at Triad Advisors, Inc. for nine years and North American Company for Life & Health for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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