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Scott P
Series 66
Memphis, TN
LPL Financial
Scott Powers is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and having 16 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as ownership of 6060 Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.
Paul M
Series 63, Series 66
Memphis, TN
LPL Financial
Paul Melton is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include work with Waddell & Reed, Stevens Melton Trust, and the 6060 Group LLC. He is also involved with St. Marks United Methodist Church in a volunteer capacity. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.
Charles M
Series 66
Memphis, TN
LPL Financial
Charles Mckinney is a financial advisor with LPL Financial based in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. from 2009 to 2021. Outside of his advisory work, Mckinney is actively involved in youth lacrosse organizations and serves as a notary public. 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, advisory programs, and retirement plan consulting services, utilizing discretionary and non-discretionary management approaches along with research-supported model portfolios.
Julius M
Series 63, Series 65
Memphis, TN
LPL Financial
Julius Moody II is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Waddell & Reed, Inc. and his own entity, 6060 Group LLC. Outside of his advisory work, he has served with the Cub Scouts Pack 341. 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. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.
Paulette W
Series 63, Series 65
Memphis, TN
LPL Financial
Paulette Williamson is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with firms including Waddell & Reed and various insurance carriers. Williamson is also the managing member of a Memphis-based limited liability company unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.
Salam A
Series 66
Memphis, TN
LPL Financial
Salam Assaf is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Bni Midsouth Power Partners, and various insurance carriers. Outside of his advisory work, he is involved with Neurology Outreach Clinics in Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from both internal and third-party sources.
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