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An W
Series 66
Fort Mill, SC
LPL Financial
An Wetter is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial and its affiliates since 2014, as well as prior experience with Raymond James, USAA Financial Planning Services, Mass Mutual Investors Services, and Ameriprise. 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 services, including model portfolios, third-party asset management, and institutional platforms.
Howard K
CFP®, Series 63
Fort Mill, SC
LPL Financial
Howard Kramer is a CFP® professional based in Fort Mill, SC, with 39 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Commonwealth Financial Network and Merited Wealth, LLC. Kramer is president of H.A. Kramer & Associates, a private entity involved in securities, advisory, and insurance business. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.
Thomas A
Series 63, Series 65
Fort Mill, SC
LPL Financial
Thomas Artz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior firms include SagePoint Financial, OSAIC, Commonwealth Financial Network, and TMK Advisors. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various investment strategies.
John P
Series 66
Fort Mill, SC
LPL Financial
John Powers is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience with SecuriPanes Windows and Doors, the Tampa Bay Buccaneers, and educational roles at the University of Florida and R.J. Reynolds High School. 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 wide range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by a large network of investment adviser representatives and extensive operational resources.
Ryan C
Series 63, Series 65
Fort Mill, SC
LPL Financial
Ryan Cessna is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at The Vanguard Group and held various roles across multiple organizations. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.
Brian J
Series 65
Fort Mill, SC
LPL Financial
Brian Jensen is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to his current role, he has held positions at Commonwealth Financial Network and operated several businesses including Jensen Complete Wealth, Iowa Digital Signage, Jensen Floorcare, Mobile Crane Inspections, and Jensen Softwashing. He also has experience working at Iowa State University, USDA-NRCS, and Kirkwood Community College. 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.
Christina D
Series 66
Fort Mill, SC
LPL Financial
Christina De Sario is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years and SimpliSafe, Inc for two years. 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 and model portfolio programs, supported by a large network of investment adviser representatives.
Jason G
Series 66
Fort Mill, SC
LPL Financial
Jason Gallimore is a Series 66-licensed financial advisor at LPL Financial with 10 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Salem Glen Country Club, CUSO Financial Services, LP, and Allegacy Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management access, and institutional platforms, leveraging both discretionary and non-discretionary investment strategies.
Jeffrey B
Series 66
Fort Mill, SC
LPL Financial
Jeffrey Boyer is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and having 19 years of industry experience. He previously worked at Edward Jones for 15 years and at Commonwealth Financial Network for five years. Outside of his advisory work, he owns Restoration Ranching, LLC, a cattle farming business in Virginia. 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, with advice delivered mainly by investment adviser representatives using a variety of investment strategies.
Richard R
ChFC®, Series 63, Series 65
Fort Mill, SC
LPL Financial
Richard Rainforth is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has previously worked with Commonwealth Financial Network, Generation Strategies, LLC, and New York Life, among others. He is co-owner of R2 Financial Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. 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, leveraging a broad network of advisors and technology tools while overseeing more than $819 billion in discretionary assets.
Holly T
CFP®, Series 65, Series 63
Fort Mill, SC
LPL Financial
Holly Townsend is a financial advisor at LPL Financial with nine years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior work experience includes roles at UBS Financial Services, The Vanguard Group, Live Oak Bank, the Country Club of Landfall, and the University of North Carolina Wilmington. Outside of her advisory work, she is involved with Fora Travel Agency in Charlotte, North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment and financial planning solutions with both discretionary and non-discretionary strategies.
Mark F
Series 66
Fort Mill, SC
LPL Financial
Mark Flaherty is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2026 and previously spent 11 years with Commonwealth Financial Network. He is also a co-owner of Weller Group, LLC, a private entity involved in securities, advisory, and insurance business. 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.
Jonathan D
Series 66
Fort Mill, SC
LPL Financial
Jonathan Davis is a financial advisor at LPL Financial with the Series 66 designation and one year of experience in the industry. His prior work includes roles at First Citizens Bank, Auburn University Veterinary Hospital, Academy Sports + Outdoors, Auburn University, and St. Anne-Pacelli Catholic School. 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, third-party asset management, and institutional platforms.
Geoffrey H
Series 65, Series 66
Fort Mill, SC
LPL Financial
Geoffrey Hodge is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2002 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.
Robert B
Series 63, Series 65
Fort Mill, SC
LPL Financial
Robert Burke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes positions at Commonwealth Financial Network, Savvi Financial LLC, E*Trade Securities, and StanCorp Equities. He operates out of 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 offers financial planning, wrap and model portfolio programs, third‑party asset management access, retirement advice, and institutional platforms, supporting a wide range of investment strategies and utilizing advisor‑facing tools for operational and research support.
Timothy L
CFP®
Fort Mill, SC
LPL Financial
Timothy Landicho is a CFP® professional currently affiliated with LPL Financial in Fort Mill, SC. He has worked in the financial services industry since 2023, including roles at Marotta Wealth Management, Commonwealth Financial Network, and Clarendon Wealth Management. Prior to his financial career, he held various positions in education and wellness-related organizations. 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, utilizing a broad array of investment strategies and tools, supported by a large network of investment adviser representatives.
Jacob B
Series 66
Fort Mill, SC
LPL Financial
Jacob Bump is a Series 66-registered advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services through a large network of investment adviser representatives to individual and institutional clients. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and retirement plan services, supported by proprietary research and operational tools.
Cody L
Series 66, Series 63
Fort Mill, SC
LPL Financial
Cody Lamarque is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he held roles at Wells Fargo Clearing Services and RHI. 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 diverse financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Xavier T
Series 63, Series 66
Fort Mill, SC
LPL Financial
Xavier Tufty is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Truist Investment Services, UBS Financial Services, and Banc of America Investment Services. 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 services supported by proprietary research and technology, with a platform that includes advisory and brokerage options alongside various financial products and partnerships.
Marc H
Series 63, Series 66
Fort Mill, SC
LPL Financial
Marc Harrell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services and Wells Fargo Clearing Services. Before entering the financial industry, he held various roles at Chick-fil-A locations and other companies. 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 and access to model portfolios and institutional platforms.
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