Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

600 advisors near
29710

Out of 400,000+ nationwide

user avatar
firm logo

Seaver R

Series 66

Fort Mill, SC

LPL Financial

Seaver Riccordella is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Edward Jones, and The Chestnut Group. Riccordella has also spent time working at the University of South Carolina and West Morris Regional High School. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert C

CFP®, Series 63, Series 65

Fort Mill, SC

Cambridge Investment Research Advisors

Robert Condron Jr. is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Cetera and Bridge Financial Partners. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, with both discretionary and non-discretionary implementations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Daniel D

Series 66

Fort Mill, SC

LPL Financial

Daniel De Milo is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His background includes various roles prior to joining LPL Financial in 2024, including work in retail and food service. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, 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 model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Chloe D

Series 66

Fort Mill, SC

LPL Financial

Chloe Du is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked at the University of North Carolina at Chapel Hill and in secondary education at Marvin Ridge High School and Nonsuch High School for Girls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Shelley V

Series 63, Series 65

Fort Mill, SC

LPL Financial

Shelley Verhagen is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. 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 advisers. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Allison M

Series 66

Rock Hill, SC

Edward Jones

Allison Manning is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 24 years of experience at the firm since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Tucker B

Series 65

Fort Mill, SC

LPL Financial

Tucker Beale is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 65 designation. Prior to joining LPL Financial, he worked at Waldron Private Wealth and has experience in roles at Duquesne University, GNC, and Texas Roadhouse. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert M

Series 66

Fort Mill, SC

LPL Financial

Robert Morrison is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Metrolina Eye Associates, Red Ventures, and Connecticut Eye Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jarod R

Series 66

Fort Mill, SC

LPL Financial

Jarod Reed is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jonathan T

Series 66

Fort Mill, SC

LPL Financial

Jonathan Tully is a Series 66-credentialed financial advisor with LPL Financial in Fort Mill, SC, bringing six years of industry experience. He has been with LPL Financial since 2017 and previously worked at Conbraco Industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Sheena H

Series 63, Series 65

Fort Mill, SC

LPL Financial

Sheena Hogue is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and VALIC Financial Advisors. Sheena serves as an adjunct professor at Central Piedmont Community College and is a board member of the Education Over Debt Foundation. 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, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to offer both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Kimberly N

Series 63, Series 66

Fort Mill, SC

LPL Financial

Kimberly Nelson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. She has been with LPL Financial since 2005. 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 provides a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
firm logo

Jacob B

Series 66

Fort Mill, SC

Edward Jones

Jacob Broome is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Capital Finance for six years and Unified Examiners for two years. 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 and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
user avatar
firm logo

Alessandro P

CFP®, Series 63, Series 66

Belmont, NC

Edward Jones

Alessandro Price is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Bruno G

Series 63, Series 65

Fort Mill, SC

LPL Enterprise

Bruno Grenci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and having 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and its affiliated entities from 2006 to 2024. Outside of his advisory role, he acts in a fiduciary capacity for the Catherine Grenci Family Trust. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Daniel G

Series 63, Series 65

Tega Cay, SC

Merrill

Daniel Gray is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

John C

Series 63, Series 66

Fort Mill, SC

LPL Financial

John Childress is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 14 years and has been with LPL Financial and Wells Fargo Fund Distributors since 2020. Outside of his advisory role, he is involved with United Event Services as a security guard and operates an online retail store called Collector's Nexus. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Myles A

CFP®, ChFC®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Myles Allingham is a CFP® and ChFC® with 12 years of industry experience. He currently works at LPL Financial and previously held roles at Northwestern Mutual and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to both discretionary and non-discretionary management and a variety of model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Ronald F

Series 66

Fort Mill, SC

LPL Financial

Ronald Fry is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Adhesion Wealth Advisor Solutions and Sherman & Company. 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 a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and multiple management approaches.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert L

Series 63, Series 66

Fort Mill, SC

LPL Financial

Robert Lassek is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2014. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")