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Matthew R

Series 66

Muscle Shoals, AL

LPL Financial

Matthew Rose is a financial advisor with LPL Financial in Muscle Shoals, AL, holding a Series 66 license and eight years of industry experience. Prior to joining LPL in 2021, he worked at Edward Jones from 2017 to 2021. Rose also serves as Vice-President of the board for Calvary Fellowship Church in Florence, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 66

Muscle Shoals, AL

LPL Financial

Charlie Hensley is a financial advisor with LPL Financial in Muscle Shoals, AL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Listerhill Credit Union, Regions Bank, and various positions in law enforcement. In addition to his advisory work, he is involved with Listerhill Credit Union as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a comprehensive non-advisory financial services network.

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

Series 66

Muscle Shoals, AL

LPL Financial

Andrew Neal is a financial advisor with LPL Financial in Muscle Shoals, Alabama, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at FreightCar America and RMB Marine Services. Outside of his advisory role, Neal is involved with the Shoals Theatre as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and extensive technology tools.

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

Series 66

Muscle Shoals, AL

LPL Financial

Jason Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 and also has a longstanding role at Listerhill Credit Union since 2008. Outside of his advisory work, he is an owner of a family gym business, MORGAN'S GYM, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

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

ChFC®, Series 63, Series 66

Muscle Shoals, AL

LPL Financial

Jeremy Meeks is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at FirstBank, U.S. Bancorp Investments, U.S. Bank, and Regions Bank. Meeks is also associated with Listerhill Credit Union in Muscle Shoals, AL. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various financial service partnerships.

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

CFP®, Series 66

Muscle Shoals, AL

LPL Financial

Andrew Clark is a CFP® with 26 years of industry experience and has been with LPL Financial since 2012. Prior to joining LPL, he worked for CUNA Brokerage Services, Inc. for 11 years. He is based in Muscle Shoals, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of investment strategies supported by research and technology tools.

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