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Beau W
Series 66
Columbia, SC
LPL Financial
Beau Wolfe is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and having five years of industry experience. His prior roles include positions at Waddell & Reed Inc and Gabriel Penfield, as well as experience outside finance at Sozo Fitness and with DTE Energy-Exos and Intel-Exos. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset management, and various institutional platforms.
Brian B
Series 63, Series 65
Columbia, SC
LPL Financial
Brian Beasley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife. Outside of his advisory role, Beasley is a certified life coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.
Mark H
Series 63, Series 65
Columbia, SC
LPL Financial
Mark Horman is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MassMutual Investor Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of advisory work, he is also an agent selling life, long-term care, disability insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and third-party asset management, supporting its network of over 22,800 advisors with a range of advisory and institutional platforms.
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