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Andrew W
CFP®, Series 63
Mint Hill, NC
LPL Financial
Andrew Wood Jr. is a CFP® professional affiliated with LPL Financial, with 39 years of experience in the financial services industry. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for a decade before joining LPL Financial in 2023. His other business activities include non-variable insurance services. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.
Stephanie B
Series 66
Mint Hill, NC
LPL Financial
Stephanie Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Next Financial Group Inc for 19 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.
Mitchell C
CFA®, Series 63
Mint Hill, NC
LPL Financial
Mitchell Comport is a financial advisor at LPL Financial with one year of industry experience. He holds the CFA® designation and a Series 63 license. His prior experience includes roles at Dimensional Fund Advisors, The Huntington National Bank, and KeyBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management options.
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