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903 advisors near
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Duy N
Series 63, Series 65
Fort Mill, SC
LPL Financial
Duy Nguy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. He has been associated with LPL Financial since 2004. 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, and institutional platforms, supporting advisors with various tools and investment options.
Nicholas Q
Series 63, Series 65
Fort Mill, SC
LPL Financial
Nicholas Quigley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. He studied at the University of North Carolina from 2016 to 2020. 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, third-party asset management access, and institutional platforms, supported by a large network of advisors and various operational tools.
Eric T
Series 63, Series 65
Fort Mill, SC
LPL Financial
Eric Tolmie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously spent 25 years at Commonwealth Financial Network before joining LPL Financial. Tolmie is also involved in tax preparation through his private firm, Eric C. Tolmie Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by a large network of advisors and advanced operational tools.
Andrea B
Series 63, Series 66
Belmont, NC
LPL Enterprise
Andrea Buschur is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she is the owner of See Joy Enterprises of NC, an Italian Water Ice business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.
Chad M
Series 63, Series 66
Fort Mill, SC
LPL Financial
Chad Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. His work history includes roles at LPL Financial, TD Private Client Wealth, TD Bank, FINRA, Raymond James Financial, and T. Rowe Price Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions.
Claudia B
Series 63, Series 65
Fort Mill, SC
LPL Financial
Claudia Brown is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 31 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Guided Path Financial. She is also a notary public outside of her investment advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management access, and institutional platforms.
Daniel C
Series 63, Series 65, Series 66
Fort Mill, SC
LPL Financial
Daniel Cruse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2009, following prior roles at Fifth Third Securities and Wells Fargo Clearing. 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.
Robert C
Series 65
Fort Mill, SC
LPL Financial
Robert Cogliati II is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. He has worked at LPL Financial since 2026 and has over two decades of experience in accounting and financial planning through his roles at C & C Planning Services, Inc., R.P. Cogliati, CPA, PC, and Caminiti & Cogliati, CPAs, LLP. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.
Matthew S
Series 63, Series 65
Fort Mill, SC
LPL Financial
Matthew Sines is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Commonwealth Financial Network, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Raymond James Financial Services. Outside of his advisory role, he serves as a Senior Business Development Officer for Thrivent Advisor Network, recruiting financial advisors to their platform. 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 programs including financial planning, model portfolios, and third-party asset management, supported by extensive technology and operational resources.
Bobby W
Series 65
Fort Mill, SC
LPL Financial
Bobby Watson is a Series 65-licensed financial advisor with 16 years of industry experience, currently with LPL Financial in Fort Mill, SC. He previously worked at Commonwealth Financial Network for three years and spent 14 years at LPL Financial prior to his current role. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of investment strategies supported by advisor tools and extensive non-advisory financial services.
Ryan L
Series 63, Series 65
Fort Mill, SC
LPL Financial
Ryan Langstaff is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His career includes prior roles at Commonwealth Financial Network, Legacy Retirement Advisors, Independent Financial Group, and an earlier tenure at LPL Financial. 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, third-party asset management, and institutional platforms.
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.
David R
Series 63, Series 65, Series 66
Belmont, NC
Cetera
David Renko is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, Citigroup Global Markets, and Avantax Advisory Services. Outside of advising, he is involved in real estate investments and rental property management as a part owner. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to affiliated and third-party managers.
Christina D
CFP®, Series 63
Fort Mill, SC
LPL Financial
Christina Downey is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. She has previously worked at Peerman Capital Management LLC and Commonwealth Financial Network. Outside of her advisory role, she provides bookkeeping and general accounting services for Williamson County Schools. 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, supported by technology tools and a broad network of over 22,900 advisors.
Michael S
Series 65, Series 63
Fort Mill, SC
LPL Financial
Michael Sweeney is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Tradier Brokerage, Inc. and The Vanguard Group, Inc. among other roles. 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 while supporting advisors with research tools and multiple investment strategy options.
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.
Constance C
Series 63, Series 66
Fort Mill, SC
LPL Financial
Constance Cook is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 38 years of industry experience. She has worked at firms including Commonwealth Financial Network, Legacy Retirement Advisors, Independent Financial Group, Girard Securities, and TD Ameritrade. Cook is also president of Cook Wealth Advisors, a private entity facilitating 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 financial planning and advisory services utilizing diverse investment strategies and operates a broad network of over 22,900 advisors.
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.
Joseph A
Series 65
Fort Mill, SC
LPL Financial
Joseph Amoddio is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2026. Prior to joining LPL, he was associated with Weller Group LLC and has experience at United Parcel Service and in recreational services. 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 wide range of advisory and brokerage services, including financial planning and access to various investment strategies through a large network of investment adviser representatives.
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Finding advisors...
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide