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903 advisors near
29710
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Scott L
Series 66
Fort Mill, SC
LPL Financial
Scott Lieberman is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at TIAA for eight years before joining LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Anne V
Series 66
Fort Mill, SC
LPL Financial
Anne Van Demark is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2020 and was previously self-employed as a consultant from 2018 to 2022. 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 portfolios, third-party asset management, and institutional platforms.
Andrew K
Series 66
Fort Mill, SC
LPL Financial
Andrew Kitchings is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. His prior work includes 12 years with Commonwealth Financial Network and an earlier five-year tenure at LPL Financial. 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.
Gabrielle B
CFP®, Series 66
Fort Mill, SC
LPL Financial
Gabrielle Baker is a CFP® designated advisor with five years of industry experience. She is currently with LPL Financial and has previously worked at Ameriprise and Commonwealth Financial Network. Baker also spends a small portion of her time in fixed insurance sales conducted at her branch location. 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 institutions, offering a variety of financial planning and portfolio management options supported by proprietary research and technology.
Stephanie G
CFP®, Series 63, Series 65
Fort Mill, SC
LPL Financial
Stephanie Gale is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. She has held roles at Commonwealth Financial Network and has operated Gale Investment Management since 2005. She is also the proprietor and president of S. S. GALE INC., an investment advisory firm. 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 portfolios, third-party asset management, and institutional platforms.
Peter E
Series 66
Fort Mill, SC
LPL Financial
Peter Essele is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked for Commonwealth Financial Network for 22 years before joining LPL Financial in 2026. Outside of advising, he owns PS Crokinole, a business that markets and sells custom crokinole game boards. 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 model portfolios and third-party asset management.
Damon M
Series 63, Series 66
Fort Mill, SC
LPL Financial
Damon Martin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes positions at Mass Mutual Investors Services and Winthrop University. 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 portfolios, third-party asset management, and institutional platforms.
Joshua E
Series 63, Series 65
Fort Mill, SC
LPL Financial
Joshua Ervasti is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at multiple firms including Commonwealth Financial Network, Eagle Strategies, and New York Life. Outside his advisory role, he is involved in business consulting through Ervasti Financial, 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products.
Jennifer S
Series 66, Series 63
Gastonia, NC
Thrivent Investment Management
Jennifer Smith is a financial advisor with Thrivent Investment Management in Gastonia, NC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Traverse Partners, Kelly Jones - Thrivent, and Greerwalker Wealth. She serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary account management. The firm’s services include a consolidated billing option combining planning with managed accounts, emphasizing periodic reviews of recommendations delivered by its network of Financial Advisors.
Candace G
CFP®, Series 66
Fort Mill, SC
LPL Financial
Candace Gary is a CFP® and holds a Series 66 designation with 27 years of industry experience. She is currently affiliated with LPL Financial and is the owner of Provident Wealth Planning, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior roles include positions at Ameriprise Financial Services and Commonwealth Financial Network. 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 a network of over 22,900 advisors.
Kevin A
CFP®, Series 66
Fort Mill, SC
LPL Financial
Kevin Arquette is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 23 years of industry experience. His career includes roles at Wealthpoint Financial Planning, Commonwealth Financial Network, and BB&T Investment Services, among others. He also engages in fixed insurance sales as part of his business 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 a wide range of advisory and brokerage services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.
Blaine S
Series 66
Fort Mill, SC
LPL Financial
Blaine Shira is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes positions at Commonwealth Financial Network, Concurrent Advisors, Citrus Wealth Management, and Raymond James Financial Services. He is also the owner of Shira Financial, LLC, which facilitates 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives.
William S
CFP®, ChFC®, Series 63, Series 66
Fort Mill, SC
Edward Jones
William Sharpe is a financial advisor with Edward Jones in Fort Mill, SC, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Sharpe is the sole shareholder of William T. Sharpe, P.A. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Beverly M
Series 66
Fort Mill, SC
LPL Financial
Beverly Mcbride is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and 20 years of industry experience. She has worked with several firms, including Commonwealth Financial Network and Triad Advisors, Inc. Outside of her advisory role, she owns Vinylmag, LLC, a social and entertainment blogging entity. 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 asset management solutions, utilizing both proprietary and third-party strategies across various asset classes.
Wesley W
Series 65
Fort Mill, SC
LPL Financial
Wesley Winston is a Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He joined LPL Financial in 2026 and has prior experience at Florida Financial Advisors and Ametek, as well as academic roles at Coastal Carolina and the University of Coastal Carolina. 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 through a large network of investment adviser representatives.
Christopher W
CFP®, Series 63
Fort Mill, SC
LPL Financial
Christopher Walsh is a CFP®-designated financial advisor with 16 years of industry experience. He currently works at LPL Financial and has held prior roles at Commonwealth Financial Network, Pathfinder Wealth Consulting, Wealth Wise Planning, and Keystone Financial Partners. Walsh also engages in fixed insurance sales as part of his business activities. 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 management services through a large network of advisors, utilizing various strategies including model portfolios, third-party subadvisors, and customized approaches.
Ian S
Series 63, Series 66
Fort Mill, SC
LPL Financial
Ian Stephens is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including John Hancock, Commonwealth Financial Network, Edward Jones, and Natixis Global Associates. Outside of his advisory work, he is a partner in RUNdays, a marathon training and run coaching business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Deborah M
Series 63, Series 65
Fort Mill, SC
LPL Financial
Deborah Mc Nulty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Ally Invest Securities LLC, Linden Thomas & Company, Zeus Financial, and Nathan Hale Capital, LLC. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.
Elizabeth M
Series 63, Series 65
Fort Mill, SC
LPL Financial
Elizabeth Mara is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at Harvest Wealth Management and Commonwealth Financial Network. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Amanda K
Series 66
Fort Mill, SC
LPL Financial
Amanda Kennedy is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2019 and was previously with Wells Fargo Clearing from 2016 to 2019. 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.
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Finding advisors...
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide