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Curtis T

Series 66

Charlottesville, VA

LPL Financial

Curtis Thornton is a financial advisor at LPL Financial in Charlottesville, VA, holding a Series 66 designation with nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2023. 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 offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management and incorporating resources such as LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jake M

Series 66

Charlottesville, VA

LPL Financial

Jake Mclean is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, First Citizens Investor Services, and Merrill. Outside of finance, he is a business officer for Rocket Combat Sports along the East Coast. 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 offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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John T

Series 63, Series 66

Charlottesville, VA

LPL Financial

John Thornton is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 offers a range of financial planning and advisory programs supported by research and technology, including discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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