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609 advisors near
29745
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Out of 400,000+ nationwide
Madison M
Series 66
Fort Mill, SC
LPL Financial
Madison Melle is a financial advisor with LPL Financial based in Fort Mill, SC. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at the University of Mississippi, West Michigan Credit Union, and Live Local Realty. 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 broad range of investment options and tools, supporting a large network of investment adviser representatives with both discretionary and non-discretionary strategies.
Michael S
Series 65, Series 63
Fort Mill, SC
LPL Financial
Michael Sweeney is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Tradier Brokerage, The Vanguard Group, and various non-financial positions. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.
Christian P
Series 63, Series 66
Fort Mill, SC
LPL Financial
Christian Perangelo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at The Vanguard Group and multiple positions at Liberty University. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a broad range of investment options and operational tools.
Kent C
Series 66
Fort Mill, SC
LPL Financial
Kent Cullinane is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Dunham & Associates Investment Counsel, TP ICAP, Barclays, and Abel Noser Solutions. He is currently based in Fort Mill, 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.
Victoria S
Series 66
Fort Mill, SC
LPL Enterprise
Victoria Swanson is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 27 years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America and Cetera Advisors LLC. Outside of financial services, she is the owner of JRS Remodeling, a business she has operated since 2004. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning, trustee services, and insurance product facilitation.
Amanda S
Series 66
Rock Hill, SC
Wells Fargo Clearing
Amanda Shives is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Merrill, Bank of America, Western Governors University, Speedway Motorsports, Inc., and Gaston College. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationwide with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.
David S
Series 63, Series 66
Fort Mill, SC
LPL Financial
David Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo and TIAA-CREF. 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 portfolio programs, and institutional platforms, with more than 22,800 advisors and $819 billion in discretionary assets under management.
James T
Series 66
Fort Mill, SC
LPL Financial
James Tuttle is a Series 66-registered financial advisor with LPL Financial, based in Fort Mill, SC, and has 16 years of industry experience. Before joining LPL Financial in 2014, he worked at UBS Financial Services, Merrill, and New England Securities. 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 both proprietary and third-party models, supported by advanced operational tools.
Archie G
CFP®, Series 63, Series 65
Fort Mill, SC
LPL Financial
Archie Garner Jr. is a CFP® professional affiliated with LPL Financial, with four years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group for four years and operated Archie's Lakeshore Bakery for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.
Reginald M
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Reginald Mccall is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 12 years. Outside of his advisory role, he is also employed as a tax associate with H&R Block. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.
Gregory J
Series 63, Series 66
Fort Mill, SC
LPL Financial
Gregory Judge is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining LPL Financial in 2021. 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, supported by a large network of advisors and advanced operational tools.
Hadden G
Series 66
Fort Mill, SC
LPL Financial
Hadden Gsell is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Food Lion and Top Mops. 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 various financial planning and investment management programs, utilizing a range of strategies including model portfolios and third-party subadvisors.
Kathryn H
Series 66
Fort Mill, SC
LPL Financial
Kathryn Hodge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2021 and previously at Wells Fargo Clearing and Ann Taylor Loft. 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, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.
Joseph K
Series 65, Series 63
Fort Mill, SC
LPL Financial
Joseph Kirages is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 65 and Series 63 designations and has recently begun his career in the industry. Prior to joining LPL Financial, Kirages has worked in hospitality and banking, including roles at Avocet Hospitality Group and First Citizens Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Vijayalakshmi S
Series 66
Rock Hill, SC
Merrill
Vijayalakshmi Soundararajan is a financial advisor at Merrill with Series 66 accreditation and one year of industry experience. She has worked at Merrill since 2022 and previously was employed at Bank of America, N.A. from 2024 to the present. Outside of finance, she has been involved in yoga-related businesses, including Solar You Yoga and Be Yoga. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, pension plans, and charitable organizations.
Isabella C
Series 66
Fort Mill, SC
LPL Financial
Isabella Clark is a financial advisor at LPL Financial based in Fort Mill, SC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Principal Life Insurance Co, Principal Securities Inc, and Tractor Supply. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial services.
Amy W
Series 66
Rock Hill, SC
Edward Jones
Amy Wurthmann is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she worked at Mood Media/Muzak and Apple One. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Hicham B
Series 66
Fort Mill, SC
LPL Financial
Hicham Benothmane is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with LPL Financial since 2006. Outside of his advisory role, he also works part-time as a delivery driver for DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services utilizing both proprietary and third-party strategies.
Casey H
Series 66
Fort Mill, SC
LPL Financial
Casey Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2010, with a brief interruption in 2024, and is currently based in Fort Mill, SC. 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 broad range of financial planning and investment solutions, including proprietary and third-party model portfolios, retirement advice, and institutional platforms.
Brittney B
Series 66
Fort Mill, SC
LPL Financial
Brittney Braicu is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Fort Mill, SC. She has been with LPL Financial since 2021 and has prior experience working in various business roles, including ownership and management positions in the brewing and hospitality industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.
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Finding advisors...
609 advisors near
29745
within the area shown on the map
Out of 400,000+ nationwide