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609 advisors near
29745
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Myles A
CFP®, ChFC®, Series 63, Series 65
Fort Mill, SC
LPL Financial
Myles Allingham is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 12 years of industry experience, previously working at Northwestern Mutual in various capacities from 2019 to 2024, as well as at Merrill Lynch and Raymond James earlier in his career. 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 investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
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 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 solutions, utilizing both proprietary and third-party model portfolios, and supports its advisors with technology tools for operational and research purposes.
Carlisle M
Series 63, Series 65
Rock Hill, SC
Cetera
Carlisle Moore III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Moore and Moore CPA and Clarke Moore Financial Associates, LLC, and currently serves as Finance Chair for Oakland Ave Presbyterian Church and as a board member of Westminster Towers retirement living community. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a range of portfolio management and financial planning services.
Robert L
Series 63, Series 66
Fort Mill, SC
LPL Financial
Robert Lassek is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2014, following a brief period at 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, with support from technology tools and a broad network of over 22,800 advisors.
Garrett W
Series 66
Lake Wylie, SC
Edward Jones
Garrett Williams is a financial advisor with Edward Jones in Lake Wylie, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Enterprise Holdings and O'Reilly Auto Parts. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.
Matthew B
Series 63, Series 65
Fort Mill, SC
LPL Financial
Matthew Burns is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Bb&T Securities, Bb&T Investment Services, Wells Fargo Clearing, Truist Investment Services, and NCF Financial Services. 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 financial planning, model portfolios, third-party asset management, and participant-level retirement advice, utilizing a broad platform with discretionary and non-discretionary strategies supplemented by technology tools for operational support.
Jacob E
Series 66
Fort Mill, SC
LPL Financial
Jacob Eddy is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and 19 years of industry experience. His prior work experience includes roles at Private Client Services, Alight Financial Advisors, Wells Fargo Clearing, and Ameriprise. 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.
James B
Series 66
Rock Hill, SC
Edward Jones
James Bower is a Series 66 licensed financial advisor with Edward Jones, based in Rock Hill, SC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Southeast Valve Inc for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, supported by a network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Irene C
Series 66
Fort Mill, SC
LPL Financial
Irene Chemayek is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2017 and was previously with Citi Financial/OneMain Financial from 2009 to 2017. 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 with a range of financial planning and investment management solutions.
Holly B
Series 66
Rock Hill, SC
Edward Jones
Holly Brown is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.
Vandana S
Series 66
Rock Hill, SC
Merrill
Vandana Sachdeva is a financial advisor with Merrill, holding a Series 66 designation and based in Rock Hill, SC. She has been with Merrill since 2015 and has also worked at Bank of America, N.A. since 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.
Anthony D
Series 66
Fort Mill, SC
LPL Financial
Anthony De Marco is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2018. Outside of his advisory work, he serves as a soccer referee in San Diego. 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, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.
Garrett J
Series 66
Fort Mill, SC
LPL Financial
Garrett Johnson is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and having two years of industry experience. His prior work experience includes roles outside finance such as positions at Taco Molino and Piedmont Medical Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.
Griffin K
Series 66
Fort Mill, SC
LPL Financial
Griffin Korner is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Red Ventures, Lowe's Home Improvement, EY, and Comerica Bank. 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 customized portfolio strategies, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.
Andrew S
Series 63, Series 65
Fort Mill, SC
LPL Financial
Andrew Schroeder is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Thrivent Financial, CUNA Mutual Group, BrightHouse Securities, and MetLife Investors Distribution Company. 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 advisors and a variety of operational and research tools.
Chance L
Series 66
Fort Mill, SC
LPL Financial
Chance Lopez Coleman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and beginning his industry experience in 2024. His prior work history includes roles at Beverly Benson State Farm, Concentrix, Jimmy Johns, Amazon Distribution, Lowes, and The Budd Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and access to third-party asset managers, leveraging technology and extensive non-advisory financial activities alongside its advisory platform.
John J
Series 66
Rock Hill, SC
Edward Jones
John Jordan is a financial advisor with Edward Jones in Rock Hill, SC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, John coaches the 7th and 8th grade baseball team at York Middle School. 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 broad range of investment strategies and affiliated services through a large network of financial advisors and branch offices nationwide.
Sara R
Series 63, Series 66
Fort Mill, SC
LPL Financial
Sara Radigan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked at LPL Financial since 2014 with a brief tenure at Barings and TIAA-CREF in 2017 and 2014, respectively. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology tools while overseeing over $819 billion in discretionary assets.
Kenneth S
Series 63, Series 66
Clover, SC
Mass Mutual Investors Services
Kenneth Stupski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. He is also the owner of Pelham Financial Group, an LLC engaged in pass-through compensation, and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-oriented planning without discretionary investment authority.
Corey H
Series 66
Fort Mill, SC
LPL Financial
Corey Holcomb is a financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. His career includes roles at UBS Financial Services and Morgan Stanley prior to 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 wide range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across various account types.
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Finding advisors...
609 advisors near
29745
within the area shown on the map
Out of 400,000+ nationwide