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Robert F

Series 66

Hickory, NC

LPL Financial

Robert Fincher is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Before joining LPL Financial in 2019, he worked at Sagepoint Financial, Inc. from 2016 to 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Samuel E

Series 63, Series 66

Hickory, NC

LPL Financial

Samuel Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at SagePoint Financial for six years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Leslie S

Series 66

Hickory, NC

LPL Financial

Leslie Stewart is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Stewart previously worked at SagePoint Financial for six years before joining LPL Financial in 2019. He is co-owner of Southeast Tax & Consulting Services LLC, a tax preparation and accounting business. 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, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Matthew S

Series 63, Series 65

Hickory, NC

LPL Financial

Matthew Starnes is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2019 and previously worked at SagePoint Financial and runs Starnes Financial Group. He is also a licensed insurance agent with experience in term life and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kelle H

Series 63, Series 66

Hickory, NC

LPL Financial

Kelle Huffman is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Sagepoint Financial, Inc. and SunTrust advisory firms. She is also a notary public in the State of North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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