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Thomas E

Series 66

Hernando, MS

LPL Financial

Thomas Eldred is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked for First Horizon Bank and First Horizon National Corporation for a combined 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Terance M

Series 63, Series 65

Hernando, MS

LPL Financial

Terance Morgan is a financial advisor with LPL Financial in Hernando, MS, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes longstanding work with First Tennessee Brokerage, Inc., starting in 2003, as well as experience with Ftb Advisors, Inc. in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Teresa B

Series 63

Hernando, MS

LPL Financial

Teresa Burns is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. She has worked at First Tennessee Brokerage and First Tennessee since 1996 and was with Ftb Advisors, Inc. in 2013. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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