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Joel E

Series 66

Waynesboro, VA

LPL Financial

Joel Elmore is a financial advisor with LPL Financial based in Waynesboro, VA. He holds a Series 66 designation and has two years of industry experience, including prior roles at Positioning Universal Inc and Mission Secure Inc. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with support from in-house and third-party research.

College savings (529s, UTMA, etc.)
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David E

CFP®, Series 63, Series 65

Waynesboro, VA

LPL Financial

David Elmore is a CFP® professional affiliated with LPL Financial in Waynesboro, Virginia, with 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with the Elmore Foundation, a nonprofit organization that raises and distributes funds for business education for indigent people globally, and he holds ownership in a local restaurant, Mission Coffee, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

College savings (529s, UTMA, etc.)
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Marlana L

Series 66

Waynesboro, VA

LPL Financial

Marlana Lancaster is a financial advisor with LPL Financial in Waynesboro, VA, holding a Series 66 designation and 18 years of industry experience. She has been associated with Linsco Private Ledger since 2007. Outside of her advisory work, she is an officer in a family-owned business, CrossFit Revive, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Lauren M

Series 66

Waynesboro, VA

LPL Financial

Lauren Mundy is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. The firm serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. LPL Financial offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

College savings (529s, UTMA, etc.)
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Caleb S

Series 66

Waynesboro, VA

LPL Financial

Caleb Snider is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including First Bank & Trust Company and Strategent Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Joshua E

CFP®, Series 66

Waynesboro, VA

LPL Financial

Joshua Elmore is a CFP® professional with 12 years of experience at LPL Financial in Waynesboro, VA. He has worked exclusively with LPL Financial since 2014. His other business activities include operating Financial Management, Inc., a DBA related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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