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Frederick I

Series 63, Series 66

Fort Mill, SC

LPL Financial

Frederick Ingold is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 35 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Foresters Advisory Services LLC and Foresters Financial Services for a combined 33 years. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Judith Mohr is a CFP® professional with 37 years of experience in the financial industry, currently affiliated with LPL Financial since 2021. She previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2013 to 2021. Mohr also acts in a fiduciary capacity for the Estate of Gregory A Lohr. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Elizabeth L

Series 63, Series 66

Fort Mill, SC

LPL Financial

Elizabeth Leventis is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining LPL in 2018, she worked at Monat and Foresters Advisory Services. Outside of her advisory role, she produces a podcast titled Butterflies & Rainbows. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers various financial planning and advisory programs, combining model portfolios, research, and a range of discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Deena W

Series 63, Series 65

Fort Mill, SC

LPL Financial

Deena Wilson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. Her prior experience includes two years with Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, she is an independent nail stylist selling Color Street nail polish strips. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Carly G

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Carly Griffin is a CFP® professional with 14 years of experience in the financial industry. She has worked at LPL Financial since 2019 and previously held roles at J.W. Cole Financial, Inc. and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer servicing 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 brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven research.

College savings (529s, UTMA, etc.)
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