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Lenora G

Series 63, Series 66

Matthews, NC

LPL Financial

Lenora Griffin is a financial advisor with LPL Financial in Matthews, NC, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with LPL Financial since 2007 and also works with LPL Enterprise LLC since 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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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Bruce B

Series 63, Series 65, Series 66

Matthews, NC

LPL Financial

Bruce Bevins II is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Ameriprise Financial Services, Inc. Additionally, he is the owner and CEO of Bdubz Clubs LLC, a golf equipment repair and fitting 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, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

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

ChFC®, Series 63

Matthews, NC

LPL Financial

Joseph Murtagh Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 54 years of industry experience. His prior roles include extensive tenures at Royal Alliance Associates, Inc. and Cadaret, Grant & Co., Inc. He is also president of The Dream Speaker Inc., a business entity he manages alongside his advisory work. 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 brokerage services, utilizing both discretionary and non-discretionary management along with research from multiple sources.

College savings (529s, UTMA, etc.)
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