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Jacob C

Series 66

Hendersonville, TN

LPL Financial

Jacob Collier is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked with Collier Wealth Insurance Services, where he is a 50% owner and insurance agent. Before entering the financial industry, his work history includes roles outside of finance such as Uber driver and DoorDash delivery. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services with access to multiple model portfolios, third-party research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Lydia T

Series 63, Series 66

Hendersonville, TN

LPL Financial

Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been associated with Linsco Private Ledger since 2006. Thompson also provides tax return preparation and bookkeeping services during tax season and is a licensed notary. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Series 66

Hendersonville, TN

LPL Financial

Barry Bresnahan is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 credential and previously worked for AstraZeneca LLP for 22 years. Outside of his advisory role, he owns Bresnahan Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

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

Series 63, Series 65

Hendersonville, TN

LPL Financial

Kevin Collier is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, Collier serves as a notary for Sumner County, Tennessee. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.

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

Series 66

Hendersonville, TN

LPL Financial

Noah Collier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, he worked in various roles including positions at the University of Tennessee Knoxville and Lipscomb University. 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, financial planning, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified and alternative investment strategies.

College savings (529s, UTMA, etc.)
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Lesley N

Series 66

Hendersonville, TN

LPL Financial

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked at Belmont University and Volunteer State Community College. Norton is also a co-owner of Collier Wealth Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs and technology-supported investment solutions.

College savings (529s, UTMA, etc.)
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