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903 advisors near
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Michelle C
Series 63, Series 66
Fort Mill, SC
LPL Financial
Michelle Cortes Harkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has previously worked at Commonwealth Financial Network, Merrill, and has been involved with Harkins Wealth Management, LLC since 2019. Outside of her advisory work, she is the owner of My Divorce Ally, Inc., which provides divorce planning services, and a co-owner of Nightshade, LLC, a restaurant and bar in Providence, RI. 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 broad range of financial planning and investment management services, with a large network of advisors implementing various portfolio strategies supported by advanced research and operational tools.
Steven L
Series 63, Series 65
Fort Mill, SC
LPL Financial
Steven La Porte is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 28 years of industry experience. His career includes roles at High Point Financial, Commonwealth Financial Network, Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Advisors. He is also involved 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.
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.
Gardner S
CFP®, Series 63, Series 65
Fort Mill, SC
LPL Financial
Gardner Sherrill is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has held roles at several firms including Wells Fargo Clearing, Northern Trust Securities, Merrill, and Citigroup Global Markets. Sherrill is also the sole owner of R G Sherrill, Inc., a private entity facilitating securities, advisory, and insurance business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
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, holding Series 63 and Series 65 licenses and bringing 10 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 institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.
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.
Laurie P
Series 65
Fort Mill, SC
LPL Financial
Laurie Podvin is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 65 designation and has previously worked at Commonwealth Financial Network and ETFIdea, LLC. She also has a background in accounting, currently associated with Bowers & Company CPAs PLLC. 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 and model portfolio programs, supported by scalable technology and a broad network of investment adviser representatives.
Thomas B
Series 66
Fort Mill, SC
LPL Financial
Thomas Banks is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked for Commonwealth Financial Network for 12 years before joining LPL Financial in 2026. He is based in Fort Mill, South Carolina. 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 solutions, including model portfolio programs and third-party asset management, supported by advisor-facing technology tools.
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 and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including prior roles at Prudential Insurance Company of America and LPL Enterprise. He is also the owner of Pelham Financial Group, LLC, and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and focuses on collaborative, annual planning relationships.
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.
Chancellor H
CFP®, Series 65
Fort Mill, SC
LPL Financial
Chancellor Harkins is a CFP® professional with seven years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Liberty Mutual Insurance. Outside of financial advising, he is co-owner of Nightshade, LLC, a bar and restaurant in Providence, Rhode Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by both discretionary and non-discretionary investment strategies.
Frank V
CFP®, Series 63, Series 65
Fort Mill, SC
LPL Financial
Frank Voli is a CFP® professional affiliated with LPL Financial, with 36 years of industry experience. He previously worked at firms including RBC Capital Markets Corporation and Commonwealth Financial Network. Voli is also the owner of V & V Financial, LLC, a private entity facilitating securities, advisory, and insurance business. 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 variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.
Louis I
Series 63, Series 65
Fort Mill, SC
LPL Financial
Louis Ingargiola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is a co-owner of I&M Wealth Advisors and has held positions at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he has served as an expert witness in court cases and is a notary public. 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 delivered through a large network of investment adviser representatives.
Kevin P
Series 66
Fort Mill, SC
LPL Financial
Kevin Pentz is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Commonwealth Financial Network, Wealthmark Advisors, Wealth Solutions By Design, and Thrivent Financial. He is also involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of representatives.
Jeremy S
Series 66
Fort Mill, SC
LPL Financial
Jeremy Schuyler is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He worked at Waddell & Reed from 2010 to 2021 before joining LPL Financial in 2021. 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 and access to third-party asset management, and supports its large network of advisors with technology and research tools.
Timothy B
Series 63, Series 65
Fort Mill, SC
LPL Financial
Timothy Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with LPL Financial since 2019 and previously spent three years at Independent Financial Group. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
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Finding advisors...
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide