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Adam B
Series 63, Series 66
Fort Mill, SC
LPL Financial
Adam Bohlen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Financial Resources Group, Infinex Investments, Inc., and earlier service at LPL Financial. Outside of advisory work, he was involved with Ming Entertainment Group LLC and operated Curves For Women for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of investment programs and incorporates both discretionary and non-discretionary management strategies, supported by research and operational tools.
Casey H
Series 66
Fort Mill, SC
LPL Financial
Casey Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2010, with a brief interruption in 2024, and is currently based in Fort Mill, SC. 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 broad range of financial planning and investment solutions, including proprietary and third-party model portfolios, retirement advice, and institutional platforms.
James H
Series 63, Series 66
Fort Mill, SC
LPL Financial
James Hudock is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Investment Centers of America for eight years and Financial Resources Group for seven years. 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 portfolio programs, third-party asset management, and institutional platforms.
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