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Perry H

Series 63, Series 65

Winston Salem, NC

LPL Financial

Perry Hudspeth is an advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Securities Corporation for 11 years before joining LPL Financial in 2019. He is also involved with Anchor Financial Management Group LLC, a business focused on tax and investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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William H

CFP®, Series 63

Winston Salem, NC

LPL Financial

William Hege IV is a CFP® professional with 23 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following an 11-year tenure at Lincoln Financial Securities Corporation. He also operates Hege Financial Group, a family business, and is involved with Living Swell, LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Steven R

CFP®, Series 66

Winston Salem, NC

LPL Financial

Steven Rubin is a CFP® professional with 10 years of industry experience, currently practicing at LPL Financial since 2019. He previously worked at Lincoln Financial Securities Corporation and Hege Financial Group from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Benjamin H

Series 63, Series 66

Winston Salem, NC

LPL Financial

Benjamin Hadley is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Raymond James & Associates, Navigon Financial Group, AXA Advisors, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Julia P

Series 66

Winston Salem, NC

LPL Financial

Julia Powers is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and one year of industry experience. She previously worked at Bermuda Run Country Club and Austin Eye Clinic. Powers is also a commissioned notary in Salem, NC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to multiple model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Jon C

Series 66

Winston Salem, NC

LPL Financial

Jon Canupp is a Series 66-licensed financial advisor with LPL Financial, based in Winston-Salem, NC. He has two years of industry experience and previously worked for Joe Gibbs Racing, Inc. and the City of Winston-Salem. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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