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Michael H

Series 63, Series 65

Nashville, TN

LPL Financial

Michael Harris is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at OSAIC, Fsc Securities Corp, NEXT Financial Group, Inc., Ftb Advisors, Inc., and First Horizon Advisors, Inc. Outside of his advisory work, he is involved with Harris & Pratt LLC, an entity used for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both proprietary and third-party 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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Jeffrey P

CFP®, Series 63, Series 65

Nashville, TN

LPL Financial

Jeffrey Pratt is a CFP® with 26 years of experience in the financial services industry. He is currently associated with LPL Financial and has held positions at firms including OSAIC, FSC Securities Corp, and U.S. Bancorp Investments. Pratt also operates Harris and Pratt Wealth Management, which serves as a business entity related to his investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools while maintaining diverse non-advisory financial services and overseeing over $819 billion in 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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Charles G

Series 63, Series 66

Nashville, TN

LPL Financial

Charles Goldman Jr. is a financial advisor at LPL Financial in Nashville, TN, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at OSAIC, Fsc Securities Corp, and NEXT Financial Group. 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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

Series 63, Series 65

Nashville, TN

LPL Financial

Charles Goldman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at several firms including OSAIC, Fsc Securities Corp, and Next Financial Group Inc. Since 1990, he has also been involved with Goldman Wealth Management, Inc., a non-variable insurance and investment-related business. 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 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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