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Savannah P
Series 66
Opelika, AL
LPL Financial
Savannah Patrick is a financial advisor with LPL Financial in Opelika, Alabama, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Montgomery Cardiovascular Associates and held roles in education at Pensacola Christian Academy. 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, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.
Pamela P
Series 63, Series 65
Opelika, AL
LPL Financial
Pamela Pouncy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her career includes positions at Wells Fargo Clearing, Wells Fargo Advisors, BB&T Investment Services, Morgan Stanley, and Citigroup Global Markets. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by research and operational tools.
Aaron B
Series 63, Series 65
Opelika, AL
LPL Financial
Aaron Bethune is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Lincoln Financial Advisors and ProEquities Inc, and operated Legacy Advisory Group as a DBA. Outside of his advisory role, he is the owner of B & A Financial, LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies and advisor-support tools.
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