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Chadrick C
CFP®, Series 63, Series 65
Greenville, SC
LPL Financial
Chadrick Campbell is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. His prior roles include tenures at Wells Fargo Advisors, Franklin Wealth Management, and Innovative Advisory Partners. Outside of advising, he is a Notary Public. 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.
Mason B
Series 66
Greenville, SC
LPL Financial
Mason Brown is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL in 2023, he held positions at Montreat College and Anderson University, as well as Anderson Christian 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, utilizing various portfolio programs and institutional platforms to meet client needs.
Joel G
Series 66
Greenville, SC
LPL Financial
Joel Gray is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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 portfolios, third-party asset management, and institutional platforms, supporting advisory strategies through research tools and extensive non-advisory financial services.
Tanner P
Series 66
Greenville, SC
LPL Financial
Tanner Pearman is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and The Cliffs at Keowee Springs Golf Course, as well as work during and after his time at Clemson 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
James C
Series 66
Greenville, SC
LPL Financial
James Cluverius Jr. is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various non-advisory financial services.
Alexander M
Series 66
Greenville, SC
LPL Financial
Alexander Mcgrath is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for 12 years. Mcgrath is also involved with The Spurs Up Show, a project he has been part of since 2019. 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, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.
William B
Series 66
Greenville, SC
LPL Financial
William Brown is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is the owner of Brown Smith Investments, LLC, a business unrelated to investment management. 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, and institutional platforms.
Christopher B
Series 63, Series 66
Greenville, SC
LPL Financial
Christopher Bolle is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior roles include positions at Raymond James and Associates, J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Bolle is also involved with Millennium Brokerage Group in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions that include model portfolios, third-party asset management, and participant-level retirement advice.
William B
Series 66
Greenville, SC
LPL Financial
William Brown is a financial advisor with LPL Financial based in Greenville, SC. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, Brown worked at Montreat College and Anderson Christian School. 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.
Joseph T
Series 66
Greenville, SC
LPL Financial
Joseph Thompson is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. He is also a volunteer coach at St. Joseph's Catholic School in Greenville. 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, and access to third-party asset managers, supported by a network of over 22,800 advisors.
Jeannie F
Series 63, Series 66
Greenville, SC
LPL Financial
Jeannie Fowler is a financial advisor at LPL Financial with 41 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 40 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning, model portfolio programs, and institutional platforms.
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