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Shantika B

Series 63, Series 66

Columbia, SC

LPL Financial

Shantika Brockington is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has worked at LPL Financial since 2013 and previously held positions at Aparis Salon & Spa and Brow Uptown. Outside of her advisory role, she owns and operates two online retail businesses focused on apparel, jewelry, and beauty/personal care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing a variety of portfolio strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard W

Series 66

Columbia, SC

LPL Financial

Richard Williams Jr. is a financial advisor at LPL Financial in Columbia, SC, holding a Series 66 designation with 10 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2026. 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 including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and advisor-facing tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James D

CFP®, Series 63, Series 65

Columbia, SC

LPL Financial

James Danford III is a CFP® professional with 25 years of experience in financial services. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Waddell & Reed, Inc. and involvement with community organizations such as the Financial Planning Association of South Carolina and Shandon Baptist Church. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ronyetta J

Series 66

Columbia, SC

LPL Financial

Ronyetta Johnson is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2019, following three years at TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Felicia J

Series 66

Columbia, SC

LPL Financial

Felicia Jacobs is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lawton S

Series 66

Columbia, SC

LPL Financial

Lawton Smith is a financial advisor with LPL Financial in Columbia, SC, holding a Series 66 designation and over 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Henry B

Series 66

Columbia, SC

LPL Financial

Henry Bolin Jr. is a financial advisor at LPL Financial in Columbia, SC, holding a Series 66 designation with four years of industry experience. He has worked with Accumulus Financial Group, LLC and LPL Financial since 2021. Prior to his advisory career, he was involved in various roles including positions at the University of South Carolina Honors College and Christ Covenant Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and institutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jack G

Series 63, Series 65

Columbia, SC

LPL Financial

Jack Griffith Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Ameriprise, A.G. Edwards & Sons, and Legg Mason Wood Walker. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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