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Todd M

Series 63, Series 66

Lynchburg, VA

LPL Financial

Todd Mccray is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 32 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corp for seven years. He is also the president and business owner of TME, LLC, a non-investment-related business outside his advisory work. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a broad range of investment strategies and non-advisory financial services.

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

Series 66

Lynchburg, VA

LPL Financial

Patrick Mccray is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and McCray Financial Group. His background includes multiple roles at Liberty University and Virginia Tech. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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