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Bradley D
Series 63, Series 66
Peoria, IL
LPL Financial
Bradley Davis is a financial advisor with LPL Financial based in Peoria, IL, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked at LPL Financial since 2014 and previously spent two years with J.P. Morgan Securities. 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 portfolios, third-party asset management, and institutional platforms.
William R
Series 63, Series 65
Peoria, IL
LPL Financial
William Russell is a financial advisor with LPL Financial in Peoria, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Raymond James Financial Services, South Side Bank, and PNC Investments prior to joining LPL Financial in 2018. He is also involved with Better Banks, where he operates an investment strategy business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.
John M
Series 66
Peoria, IL
LPL Financial
John Moon is a Series 66-credentialed advisor with LPL Financial in Peoria, IL, with seven years of industry experience. He has worked at LPL Financial since 2017 and concurrently has engaged with Better Bank through his involvement in Investment Strategists at Better Banks. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
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