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Adam C
Series 63, Series 65
Fort Mill, SC
LPL Financial
Adam Crandall is a financial advisor with LPL Financial holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.
Brandon T
Series 66
Fort Mill, SC
LPL Financial
Brandon Turner is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced investment strategies.
Robert B
Series 63, Series 65
Fort Mill, SC
LPL Financial
Robert Boyd is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he engages in photography and serves as a photojournalist covering sporting events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Charles H
Series 66
Fort Mill, SC
LPL Financial
Charles Hopman is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2014, with a three-year period at Cadaret, Grant & Co., Inc. prior to returning to LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.
Jason S
Series 63, Series 65
Fort Mill, SC
LPL Financial
Jason Steiner is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and The Vanguard Group, Inc. Steiner’s background also includes roles outside the financial industry, including experience at Snyder's Lance and at Brigham Young University - Idaho. 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 range of advisory programs and brokerage services with both discretionary and non-discretionary management, incorporating model portfolios, research, and advanced technologies.
Joann S
Series 66
Fort Mill, SC
LPL Enterprise
Joann Sacco is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 66 designation and previously worked at Comerica Securities, Inc. for nine years. Outside of her advisory role, she is also a Mary Kay consultant. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.
Deryl W
Series 63, Series 66
Fort Mill, SC
LPL Financial
Deryl Wells is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Prudential Annuities Distributors, Inc. and Prudential Insurance Co of America. Wells has been with LPL Financial since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.
Clarence B
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. Outside of finance, he works as a sound engineer for Encore Music and serves as a tech director for St. Andrews Church, where he operates and maintains audio/visual systems. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining advisory services with product sales.
James X
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
James Xiarhos is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.
Michelle L
Series 66
Gastonia, NC
Fidelity
Michelle Lacount is a financial advisor at Fidelity with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a focus on systematic methodologies and long-term asset allocation.
Michael H
Series 63, Series 65
Fort Mill, SC
LPL Financial
Michael Haire is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2012, including roles at LPL Enterprise LLC beginning in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Michele C
Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Michele Cahayla is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliated entities for over two decades before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management through an integrated platform that combines adviser programs with brokerage and insurance products.
Michele M
Series 63, Series 65
Kings Mountain, NC
LPL Financial
Michele McDuffie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at Waddell & Reed, various insurance carriers, IDS Life Insurance Company, and American Express Financial Advisors. Outside of her advisory work, she is associated with Alfred and Charlie's BBQ House, a business she has operated since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
John B
ChFC®, Series 66
Rock Hill, SC
Cetera
John Black III is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Cetera and has previously worked with LPL Financial and Independent Advisor Alliance. Black also serves as a member of the Rock Hill City Council, a position he has held since 2010. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services delivered through a large nationwide network of independent advisors.
Julia L
Series 66, Series 63
Fort Mill, SC
LPL Financial
Julia Ladson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and two years of industry experience. Her work history includes roles at US Tech Solutions and Wells Fargo Clearing Services. Outside of finance, she has experience in education and hospitality, including positions at Clemson University and Blue Heron Restaurant and Catering. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management utilizing model portfolios and research from various sources.
Tiffany S
Series 63, Series 65
Gastonia, NC
Wells Fargo Clearing
Tiffany Sims is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2017 before joining Wells Fargo Bank NA and Wells Fargo Clearing Services in 2017. Outside of finance, she maintains a cosmetology license in North Carolina and operates an independent travel agency where she consults new travel agents and travelers. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.
Shawn O
Series 66
Fort Mill, SC
LPL Financial
Shawn O'Brien is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has held prior roles at Wells Fargo Clearing Services, Wells Fargo Bank, and Mutual of Omaha, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.
Kristian K
Series 66, Series 65
Fort Mill, SC
LPL Financial
Kristian Kerr is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Citigroup from 2017 to 2023 and Comerica Bank in 2017. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Jamie L
Series 66
Fort Mill, SC
LPL Enterprise
Jamie Lanik is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines proprietary research, model portfolios, and third-party asset management arrangements.
Christopher G
Series 65, Series 66
Fort Mill, SC
LPL Financial
Christopher Ganoe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 designations and having 25 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
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Finding advisors...
600 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide