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903 advisors near
29710
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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.
Steven E
Series 63, Series 65
Fort Mill, SC
LPL Financial
Steven Emerson is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 28 years of industry experience. His work history includes roles at Commonwealth Financial Network, First Pacific Financial Services, and Charles Schwab. 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, supported by a large network of investment adviser representatives.
Marshall F
Series 66
Gastonia, NC
Cambridge Investment Research Advisors
Marshall Fletcher is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Cambridge in 2023, he worked at Lincoln Financial Securities and Osaic FS, Inc. He is also an independent insurance agent through his own firm, Fletcher Capital LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.
Crystal M
Series 63, Series 66
Fort Mill, SC
LPL Financial
Crystal Markovitz is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include two years at Wells Fargo Clearing before joining LPL Financial in 2018. 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 asset management solutions, including model portfolios and third-party subadvisors, supported by advanced operational and research tools.
Joshua W
Series 63, Series 66
Gastonia, NC
Raymond James Financial
Joshua White is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Raymond James and affiliated firms since 2016 and previously worked at Cornerstone Wealth and Securities America Advisors, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.
Jared B
Series 63, Series 66
Fort Mill, SC
LPL Financial
Jared Burke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His career includes roles at firms such as Quest Financial Group, Commonwealth Financial Network, NewEdge Advisors, Mid Atlantic Financial Management, and Ameriprise Financial Services. He also engages in fixed insurance sales as a secondary business activity. 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, supported by advanced research and operational tools.
Robert M
Series 63, Series 65
Fort Mill, SC
Cambridge Investment Research Advisors
Robert Mann is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Capital Guardian Wealth Management. Mann also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and a broad network of financial professionals.
Kyle S
Series 63, Series 66
Fort Mill, SC
LPL Financial
Kyle Stricker is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at T. Rowe Price for eight years and has experience in both investment management and related roles. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.
William P
CFP®, Series 63
Fort Mill, SC
LPL Financial
William Peerman is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. His prior experience includes over 17 years at Commonwealth Financial Network and roles at Stanford Group Company, Lanark Financial, and his own firm, Peerman Davis LLC. He is president and owner of Peerman Capital Management, LLC, a private entity managing securities and insurance activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.
Donald A
Series 63, Series 65
Fort Mill, SC
LPL Financial
Donald Anderson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes prior roles at Commonwealth Financial Network, College Funding/Alliance Financial, and Bartholomew & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers various financial planning and investment management solutions, utilizing models, third-party subadvisors, and customized strategies.
Robert R
CFP®, Series 63
Fort Mill, SC
LPL Financial
Robert Rice is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with LPL Financial and has prior experience at Commonwealth Financial Network, Harvest Wealth Management, and Ameriprise. Rice is a co-owner of Harvest Wealth Management, a private entity involved in securities, advisory, and insurance business. 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, including access to model portfolios, third-party asset managers, and institutional platforms.
Donald H
Series 63, Series 66
Belmont, NC
Edward Jones
Donald Hartsoe is a financial advisor with Edward Jones in Belmont, NC, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Hartsoe serves as an elder at Clover Presbyterian Church in Clover, SC, and is a partner in a family farm operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Matthew R
Series 65
Fort Mill, SC
LPL Financial
Matthew Reynolds is a financial advisor affiliated with LPL Financial in Fort Mill, SC. He holds a Series 65 designation and has recently begun his career in the industry with experience at several firms, including Commonwealth Financial Network and BNY Mellon. Prior to entering financial services, he was associated with LA Fitness and the University of Central Florida. 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 wide range of advisory and brokerage services, utilizing a variety of investment strategies and technology tools while overseeing substantial discretionary assets through a large network of advisors.
Mark S
Series 66
Fort Mill, SC
LPL Financial
Mark Schlumpberger is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Commonwealth Financial Network, and Integrated Equity Management. 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, and institutional platforms with a range of strategic and tactical investment options.
Robert P
Series 63
Fort Mill, SC
LPL Financial
Robert Piscura is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 63 designation and over 44 years of industry experience. He previously worked at Commonwealth Financial Network and Ameriprise and has operated Piscura Family Financial Consultants since 2007. Outside of his advisory work, Piscura is involved as a musician and master of ceremonies with The Groove Houndz. 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 portfolio management solutions, using both proprietary and third-party strategies, supported by extensive technology and a broad platform of non-advisory financial services.
Paul P
Series 63, Series 65
Fort Mill, SC
LPL Financial
Paul Panuccio is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2014. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.
Sandi M
CFP®, Series 66
Gastonia, NC
Edward Jones
Sandi Mc Carter is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2022. She has three years of industry experience, including roles at Procar and as a self-employed professional. Mc Carter serves as a board member for both the Stowe Point Homeowners Association and the Rotary Club of Gastonia. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers comprehensive advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.
Bradley G
Series 66
Fort Mill, SC
LPL Financial
Bradley Groth is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Commonwealth Financial Network and owns Groth Wealth Management, LLC. 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 portfolios, third-party asset management, and institutional platforms.
Shannon O
Series 63, Series 65, Series 66
Fort Mill, SC
LPL Financial
Shannon Ostinelli is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her career includes roles at Merrill, UBS Financial Services, TIAA-CREF, and Tiaa prior to joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.
Neeraj A
Series 66
Fort Mill, SC
LPL Financial
Neeraj Arya is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at 230FA LLC, Ironstate, and Merrill. He has been with LPL Financial since 2018. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
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Finding advisors...
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide