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Fort Mill, SC Lpl Way Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

23

Of 3,118 advisors across 855 offices

Location

1055 Lpl Way

Fort Mill SC 29715

Advisors at this office

23

Advisors at this office

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Robert R

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Enterprise

Robert Rollins is a CFP® professional with 33 years of experience in the financial industry, currently affiliated with LPL Enterprise. He has been with LPL Financial since 2013. In addition to his financial career, Rollins has served as a wrestling official since 1974. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios, combining advisory services with brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jesse N

Series 66

Fort Mill, SC

LPL Enterprise

Jesse Noblett is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2017. Outside of his advisory work, he participates in a Q&A chat app called Superfy, where he answers questions about life and the world. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Vanessa S

Series 66

Fort Mill, SC

LPL Enterprise

Vanessa Striegel is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Cambridge Investment Research, Inc. In addition to her advisory role, she owns a pet and home care business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Victoria S

Series 66

Fort Mill, SC

LPL Enterprise

Victoria Swanson is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 27 years of experience in the financial services industry, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she has been involved in a remodeling business for over two decades. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Reginald M

Series 63, Series 66

Fort Mill, SC

LPL Enterprise

Reginald Mccall is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior roles include 12 years at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he works as a tax associate with H&R Block. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dagmar A

Series 63, Series 66

Fort Mill, SC

LPL Enterprise

Dagmar Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 to 2024 before joining LPL Enterprise in 2024. Outside of her advisory work, she is the owner of Gem Jewel MFG, LLC, a non-investment-related business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Laura S

Series 63, Series 66

Fort Mill, SC

LPL Enterprise

Laura Silva Flores is a financial advisor at LPL Enterprise with 16 years of industry experience. She has held roles at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory work, she is involved in direct sales with Young Living Business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joann S

Series 66

Fort Mill, SC

LPL Enterprise

Joann Sacco is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 66 designation and previously worked at Comerica Securities, Inc. for nine years. Outside of her advisory role, she is also a Mary Kay consultant. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Clarence B

Series 63, Series 66

Fort Mill, SC

LPL Enterprise

Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. Outside of finance, he works as a sound engineer for Encore Music and serves as a tech director for St. Andrews Church, where he operates and maintains audio/visual systems. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining advisory services with product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James X

Series 63, Series 66

Fort Mill, SC

LPL Enterprise

James Xiarhos is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michele C

Series 63, Series 65

Fort Mill, SC

LPL Enterprise

Michele Cahayla is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliated entities for over two decades before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management through an integrated platform that combines adviser programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jamie L

Series 66

Fort Mill, SC

LPL Enterprise

Jamie Lanik is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines proprietary research, model portfolios, and third-party asset management arrangements.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dahmen L

CFP®, Series 66

Fort Mill, SC

LPL Enterprise

Dahmen Lariviere is a CFP® with 24 years of industry experience, currently with LPL Enterprise since 2024. His prior roles include positions at PRUCO Securities, The Prudential Insurance Company of America, Forethought Distributor, Epoch Securities, and Global Atlantic Financial Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment adviser programs with financial products and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Serena B

Series 66

Fort Mill, SC

LPL Enterprise

Serena Bachoua is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at LPL Financial LLC from 2020 to 2024 and held various roles in retail and service industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Bruno G

Series 63, Series 65

Fort Mill, SC

LPL Enterprise

Bruno Grenci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and having 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and its affiliated entities from 2006 to 2024. Outside of his advisory role, he acts in a fiduciary capacity for the Catherine Grenci Family Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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