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Jessica C
Series 66
Greensboro, NC
LPL Financial
Jessica Chatmon is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera and Edward Jones. Outside of her advisory role, she is involved with Beauty Society, a home-based multi-level marketing business. 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 portfolios, third-party asset management, and institutional platforms.
John Gregory S
Series 63, Series 65
Greensboro, NC
LPL Financial
John Gregory Smith is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of customizable investment strategies.
Matthew M
CFP®, Series 63, Series 65
Greensboro, NC
LPL Financial
Matthew Mccoy is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial since 2024. He previously spent 15 years at Lincoln Financial Securities Corp and has maintained a longstanding role at Pilot Financial Advisors since 2009. Outside of his advisory work, Mccoy owns and instructs at The Real McCoy Instruction Services, providing training on the use of lethal force and firearms for self-defense. 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.
Edmund O
Series 66
Greensboro, NC
LPL Financial
Edmund O'Keeffe III is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cetera and Edward Jones. Outside of advisory work, he has entrepreneurial experience with OKE Investments. 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, utilizing IARs who implement model portfolios, third-party subadvisors, or customized strategies, supported by advanced research and operational tools.
Patrick D
Series 63, Series 65
Greensboro, NC
LPL Financial
Patrick De Pinto is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked with Lincoln Financial Securities and has held roles outside finance, including positions at Instacart and DoorDash. 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, leveraging both proprietary and third-party strategies, supported by technology and a broad platform of complementary financial services.
Martha W
Series 66
Greensboro, NC
LPL Financial
Martha Walker is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 credential and has previously worked at Lincoln Financial Securities, AGIA, and VALIC Financial Advisors. 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.
Brian P
Series 63, Series 65
Greensboro, NC
LPL Financial
Brian Peters is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior firms include Lincoln Financial Securities, Wells Fargo Clearing, and BB&T Investment Services. Peters is also involved with RD Marketing Group, a non-variable insurance business based in Greensboro. 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.
Stephanie D
Series 63, Series 65
Greensboro, NC
LPL Financial
Stephanie Demetrelis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Lincoln Financial Securities, Wells Fargo Clearing, and Wells Fargo 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Sammy T
CFP®, Series 63
Greensboro, NC
LPL Financial
Sammy Tuggle Jr. is a CFP® with 37 years of industry experience, currently serving at LPL Financial since 2024. He previously worked at Lincoln Financial Securities Corporation for 16 years and Osaic FS, Inc. for 20 years. Outside of his advisory role, he owns The Rhino Club, LLC, a restaurant in Greensboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.
Todd D
Series 63, Series 65
Greensboro, NC
LPL Financial
Todd Depinto is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years prior to joining LPL Financial in 2024. 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 services including financial planning, third-party asset management access, and institutional platforms, with advice provided primarily through investment adviser representatives utilizing various strategic and tactical portfolio options.
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