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903 advisors near
29710
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Judy R
CFP®, Series 63, Series 65
Fort Mill, SC
LPL Financial
Judy Redpath is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. She has held roles at Commonwealth Financial Network and owns VISTA Wealth Strategies LLC, which provides financial planning and securities services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants, utilizing multiple investment strategies and technology support across a broad network of advisors.
Scott M
Series 63, Series 66
Fort Mill, SC
LPL Financial
Scott Mell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and BMO Harris 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 investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies across various asset classes.
Gregory W
Series 63, Series 66
Fort Mill, SC
LPL Financial
Gregory Wilson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial, he worked at The Vanguard Group and has experience in education and fine dining sectors. 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 broad range of advisory and brokerage services, including financial planning and access to various institutional and third-party asset management platforms.
Jay C
Series 63, Series 66
Bessemer City, NC
Fidelity
Jay Collins is a financial advisor with Fidelity Investments based in Bessemer City, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems. Outside of finance, he has worked in the hospitality sector, including time with Banner Elk Winery. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.
Robert W
ChFC®, Series 63, Series 66
York, SC
Edward Jones
Robert Winkler is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Genessis A
Series 63, Series 66
Fort Mill, SC
LPL Financial
Genessis Aviles is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors, JP Morgan Chase, Wells Fargo Clearing, and Wells Fargo Bank. Outside of her advisory role, she is the owner of Borboleta Cafe in Rock Hill, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Corey M
Series 63, Series 65
Fort Mill, SC
LPL Financial
Corey Miller is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at LPL Financial since 2017, with a brief tenure at Merit Financial Group and the Householder Group. Miller also has a background at Virginia Tech, where he worked prior to entering advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.
Christopher C
CFP®, CFA®, Series 63
Fort Mill, SC
LPL Financial
Christopher Cadieux is a CFP®, CFA®, and Series 63-licensed advisor with 37 years of industry experience. He is currently with LPL Financial and previously worked for over two decades at Commonwealth Financial Network. Cadieux also serves as an expert witness in financial matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and advisor-support technologies.
Kyle D
CFP®, Series 66
Rock Hill, SC
Edward Jones
Kyle Di Eduardo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, working out of Rock Hill, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branches.
Michael F
CFP®
Fort Mill, SC
LPL Financial
Michael Ferguson is a CFP® professional with eight years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at Clarendon Wealth Management and Commonwealth Financial Network. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michael L
CFP®, Series 66
Fort Mill, SC
LPL Financial
Michael Lepore is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior roles include positions at Merrill, Robinhood Financial, Wells Fargo Clearing Services, and Bank of America. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
James F
Series 63, Series 65
Fort Mill, SC
LPL Financial
James Flournoy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Clearing Services and RHI, and spent four years at Elon University. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.
An W
Series 66
Fort Mill, SC
LPL Financial
An Wetter is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial and its affiliates since 2014, as well as prior experience with Raymond James, USAA Financial Planning Services, Mass Mutual Investors Services, and Ameriprise. 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 investment services, including model portfolios, third-party asset management, and institutional platforms.
Howard K
CFP®, Series 63
Fort Mill, SC
LPL Financial
Howard Kramer is a CFP® professional based in Fort Mill, SC, with 39 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Commonwealth Financial Network and Merited Wealth, LLC. Kramer is president of H.A. Kramer & Associates, a private entity involved in securities, advisory, and insurance business. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.
Thomas A
Series 63, Series 65
Fort Mill, SC
LPL Financial
Thomas Artz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior firms include SagePoint Financial, OSAIC, Commonwealth Financial Network, and TMK Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various investment strategies.
Noah H
Series 66
Belmont, NC
Edward Jones
Noah Horn is a financial advisor at Edward Jones in Belmont, NC, holding a Series 66 designation with approximately four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Olly Olly and has held various roles connected to education and community organizations. He has been involved with Freedom School Partners and Mecklenburg Community Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.
John P
Series 66
Fort Mill, SC
LPL Financial
John Powers is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience with SecuriPanes Windows and Doors, the Tampa Bay Buccaneers, and educational roles at the University of Florida and R.J. Reynolds High School. 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 wide range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by a large network of investment adviser representatives and extensive operational resources.
Katherine C
CFP®, Series 66
McAdenville, NC
Edward Jones
Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.
Ryan C
Series 63, Series 65
Fort Mill, SC
LPL Financial
Ryan Cessna is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at The Vanguard Group and held various roles across multiple organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.
Brian J
Series 65
Fort Mill, SC
LPL Financial
Brian Jensen is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to his current role, he has held positions at Commonwealth Financial Network and operated several businesses including Jensen Complete Wealth, Iowa Digital Signage, Jensen Floorcare, Mobile Crane Inspections, and Jensen Softwashing. He also has experience working at Iowa State University, USDA-NRCS, and Kirkwood Community College. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.
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Finding advisors...
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide