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Chadrick C

CFP®, Series 63, Series 65

Greenville, SC

LPL Financial

Chadrick Campbell is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial in Greenville, SC, where he has worked since 2020, including a prior tenure from 2015 to 2019. He has held roles at Innovative Advisory Partners and Franklin Wealth Management. Outside of advising, Campbell is a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and multiple investment management approaches.

College savings (529s, UTMA, etc.)
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Mason B

Series 66

Greenville, SC

LPL Financial

Mason Brown is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, Mason worked in educational roles at Montreat College, Anderson University, and Anderson Christian School. LPL Financial serves a diverse client base including 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 both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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

Series 66

Greenville, SC

LPL Financial

Joel Gray is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019, following prior roles at Bank of America and Merrill. 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 a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by various research sources and model portfolios.

College savings (529s, UTMA, etc.)
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Tanner P

Series 66

Greenville, SC

LPL Financial

Tanner Pearman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as positions at Clemson University and The Cliffs at Keowee Springs Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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James C

Series 66

Greenville, SC

LPL Financial

James Cluverius Jr. is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial in Greenville, SC. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. He operates under the DBA Northend Private Wealth for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by varied investment strategies and research.

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

Series 66

Greenville, SC

LPL Financial

Alexander Mcgrath is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining LPL Financial in 2022. Mcgrath is also associated with The Spurs Up Show, a venture he has been involved with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

College savings (529s, UTMA, etc.)
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William B

Series 66

Greenville, SC

LPL Financial

William Brown is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Merrill and Bank of America. He is also a business owner of Brown Smith Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Christopher B

Series 63, Series 66

Greenville, SC

LPL Financial

Christopher Bolle is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Raymond James and Associates for 13 years. He is also involved with Millennium Brokerage Group in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with options for discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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William B

Series 66

Greenville, SC

LPL Financial

William Brown is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he worked in education at Montreat College and Anderson Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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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. He previously worked at Bank of America and Merrill from 2016 to 2021. Outside of his advisory role, Thompson volunteers as a coach at St. Joseph's Catholic School in Greenville. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Jeannie F

Series 63, Series 66

Greenville, SC

LPL Financial

Jeannie Fowler is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She worked at Merrill from 1981 to 2021 before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

College savings (529s, UTMA, etc.)
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