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903 advisors near
29710
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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 bringing 26 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 14 years and has been associated with both LPL Financial and Wells Fargo Fund Distributors since 2020. Outside of his advisory role, he works periodically as a security guard for United Event Services and operates an online retail store called Collector's Nexus. 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 access, and institutional platforms, with a focus on providing diversified investment strategies and operational support tools to its network of investment adviser representatives.
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.
Jennifer L
CFP®, Series 63, Series 66
Fort Mill, SC
LPL Financial
Jennifer Langstaff is a CFP® with 31 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Legacy Retirement Advisors, Independent Financial Group, LLC, and LPL Financial in an earlier tenure. Langstaff is also co-owner of Legacy Retirement Advisors, a private entity facilitating securities, advisory, and insurance business. 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 range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced advisor tools.
William M
Series 63, Series 65
Fort Mill, SC
LPL Financial
William Mcswain is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work history includes positions at Wells Fargo Clearing Services and various roles outside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.
Kathryn V
Series 63, Series 65
Fort Mill, SC
LPL Financial
Kathryn Vaughn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include ten years at Commonwealth Financial Network and eleven years at ThomasPartners, Inc. She is based in Fort Mill, South Carolina. 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Edward S
CFP®, ChFC®, Series 63
Fort Mill, SC
LPL Financial
Edward Snyder is a CFP® and ChFC® with 32 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network. He is co-owner, president, and secretary of Oaktree Financial Advisors, which provides securities, advisory, insurance, and tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,900 advisors with a range of financial planning solutions, model portfolios, third-party asset management, and institutional platforms.
Timothy H
Series 66
Fort Mill, SC
LPL Financial
Timothy Helman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He is co-owner of The Blanchette Financial Group, where he dedicates the majority of his professional time. Helman has worked previously with Commonwealth Financial Network and has been with LPL Financial since 2026. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with support from extensive research and technology tools.
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.
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.
Lindsey D
CFP®
Fort Mill, SC
LPL Financial
Lindsey Dejonghe is a CFP® professional affiliated with LPL Financial, with experience spanning several roles since 2017 across wealth management and other industries. She has worked at Clarendon Wealth Management and Variant Private Wealth prior to joining LPL Financial. 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, employing a variety of investment strategies supported by both proprietary research and third-party subadvisors.
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.
Charlie K
Series 66
Fort Mill, SC
LPL Financial
Charlie Kantor is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network and has a background in education and tutoring roles at the University of Vermont. He also worked at YMCA Camp Chingachgook and in various academic positions before entering the financial industry. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Jonathan J
CFP®, Series 66
Fort Mill, SC
LPL Financial
Jonathan Jagolinzer is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include five years at Commonwealth Financial Network. He has been affiliated with The George Washington University for over two decades. 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 asset management solutions, utilizing various model portfolios and third-party subadvisors, supported by extensive operational and research tools.
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 licenses and bringing 28 years of industry experience. His prior roles include positions at Bb&T Securities, BB&T Investment Services, Wells Fargo Clearing, Truist Investment Services, NCF Financial Services, and Osaic FA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.
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.
William A
CFP®, Series 63, Series 66
Fort Mill, SC
LPL Financial
William Austin is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at Commonwealth Financial Network, Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He also conducts fixed insurance sales through Pacific Crest Wealth Planning on a limited basis. 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 financial planning and investment services supported by research-driven strategies and various institutional platforms.
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.
Ryan P
Series 65
Fort Mill, SC
LPL Financial
Ryan Peterson is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 65 designation and has prior work experience in various industries, including three years at Superior Water Light & Power Company and four years at Twin Ports Paper & Supply. 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 through a large network of investment adviser representatives. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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.
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Finding advisors...
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide