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Nathan V

Series 66

Fort Mill, SC

LPL Financial

Nathan Vanderford is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, and has 14 years of industry experience. He has been with LPL Financial since 2004 and has also been involved in catering events for Sea World in San Diego since 1998. 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, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

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

Series 66

Fort Mill, SC

LPL Financial

Amos Kendricks Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 license and 14 years with the firm. He has five years of industry experience. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Jennifer Statler is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently affiliated with LPL Financial and has previously worked with firms including Commonwealth Financial Network, Gale Investment Management, and Five Point Wealth Advisors. Statler has been involved with Chaparral Christian Church since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment and planning solutions, integrating multiple asset management strategies and advisor tools, and oversees over $819 billion in discretionary assets across a network of more than 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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Susan H

Series 63, Series 66

Fort Mill, SC

LPL Financial

Susan Haney is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2016. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Guy Tomase is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior experience includes roles at Commonwealth Financial Network, Holmes Investment Management, and Voya Retirement Advisors. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives using a variety of strategic, tactical, and customized approaches.

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

Series 66

Fort Mill, SC

LPL Financial

Christian Stout is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and bringing 24 years of industry experience. He is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance activities. His prior roles include positions at Commonwealth Financial Network, UBS Financial Services, and Morgan Stanley. 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, and institutional platforms, supported by its extensive network of investment adviser representatives.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Lacie Witherspoon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at The Vanguard Group for seven years and has multiple years of self-employed advisory experience. Outside of financial advising, she is engaged as a Mary Kay beauty consultant. 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, supported by a large network of investment adviser representatives and advanced 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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Clint L

Series 66

Fort Mill, SC

LPL Financial

Clint Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network, Grant Capital, and Edward Jones. Outside of finance, he spent over a decade with Palen Music Center. 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, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Geoffrey Mccarthy Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Commonwealth Financial Network, and Peloton Wealth Management. He also has limited involvement in fixed insurance sales. 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 services including financial planning, model portfolios, 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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Lee C

Series 63, Series 65

Fort Mill, SC

LPL Financial

Lee Christopher is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Advisory Services, and BB&T, where he worked for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various asset classes.

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

CFA®, Series 63

Fort Mill, SC

LPL Financial

Thomas Shipp is a CFA charterholder with 11 years of experience in the financial industry. He has been with LPL Financial since 2017 and previously worked at BMO Capital Markets Corp. from 2014 to 2017. He holds the Series 63 license and is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Judy Redpath is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. She has held roles at Commonwealth Financial Network and owns VISTA Wealth Strategies LLC, which provides financial planning and securities services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants, utilizing multiple investment strategies and technology support across a broad network of advisors.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Scott Mell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and BMO Harris Bank. 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 custom strategies across various asset classes.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Gregory Wilson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial, he worked at The Vanguard Group and has experience in education and fine dining sectors. 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 broad range of advisory and brokerage services, including financial planning and access to various institutional and third-party asset management platforms.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Genessis Aviles is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors, JP Morgan Chase, Wells Fargo Clearing, and Wells Fargo Bank. Outside of her advisory role, she is the owner of Borboleta Cafe in Rock Hill, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Corey Miller is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at LPL Financial since 2017, with a brief tenure at Merit Financial Group and the Householder Group. Miller also has a background at Virginia Tech, where he worked prior to entering advisory roles. 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, supported by technology and a large network of advisors.

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

CFP®, CFA®, Series 63

Fort Mill, SC

LPL Financial

Christopher Cadieux is a CFP®, CFA®, and Series 63-licensed advisor with 37 years of industry experience. He is currently with LPL Financial and previously worked for over two decades at Commonwealth Financial Network. Cadieux also serves as an expert witness in financial matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and advisor-support technologies.

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

CFP®

Fort Mill, SC

LPL Financial

Michael Ferguson is a CFP® professional with eight years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at Clarendon Wealth Management and Commonwealth Financial Network. 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 portfolios, 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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Michael L

CFP®, Series 66

Fort Mill, SC

LPL Financial

Michael Lepore is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior roles include positions at Merrill, Robinhood Financial, Wells Fargo Clearing Services, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

James Flournoy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Clearing Services and RHI, and spent four years at Elon University. 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, supported by a large network of advisors and extensive 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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