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Treven A
Series 65
Fort Mill, SC
LPL Financial
Treven Anderson is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has prior experience with Merrill Financial, MPWR, and Eve Financial. Outside of finance, he has worked with BYU Athletics and the Church of Jesus Christ of Latter Day Saints. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Sarah C
Series 66
Fort Mill, SC
LPL Financial
Sarah Cray is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. Her work history includes two separate periods at LPL Financial and a brief tenure at Yoh Company. Outside of her advisory role, she owns a business called Created by Cray and participates in direct sales with Stampin' Up. 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 advanced operational tools and oversight of a large asset base.
Steven S
Series 63, Series 65
Gastonia, NC
LPL Financial
Steven Studebaker is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at IC Advisory Services Inc., The Investment Center Inc., Next Financial Group, Inc., and FFP Advisory Services Inc. Outside his advisory role, he is involved in a real estate rental business in Hendersonville, NC. 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 portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.
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Finding advisors...
903 advisors near
29710
within the area shown on the map
Out of 400,000+ nationwide