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Mary S
Series 66
Raleigh, NC
LPL Financial
Mary Skinner is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked previously at First Horizon and PNC Bank. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, supported by extensive research tools and a broad platform of associated financial services.
Ransom S
Series 63, Series 66
Raleigh, NC
LPL Financial
Ransom Stokes is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at First Horizon, Wells Fargo Clearing, Truist Investment Services, and BB&T, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, operational tools, and diverse investment strategies.
Adam M
CFA®, Series 66
Raleigh, NC
LPL Financial
Adam Morgan is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently affiliated with LPL Financial and First Horizon Advisors, and he also teaches at Skema Business School. His prior experience includes roles at Armor Investment Advisers, Investors Trust Company, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by technology tools and a variety of investment strategies.
Chad S
Series 63, Series 65
Raleigh, NC
LPL Financial
Chad Stafford is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial, he held positions at Wells Fargo and First Horizon Bank. 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 financial planning and advisory services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.
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