Marion, IL West Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$24,472,259,188
ClientsTotal clients
102,071
AdvisorsAdvisors at this office
2
Of 3,118 advisors across 856 offices
Location
201 West Main Street, Suite C
Marion IL 62959
Advisors at this office
2
Advisors at this office
Terry G
Series 66
Marion, IL
LPL Enterprise
Terry Grissom is a Series 66-credentialed financial advisor with two years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise, he worked at Integrity Alliance, The Assurance Group, MWA Financial Services, and Modern Woodmen of America. Grissom also serves as a board member of the nonprofit Blazing Star Lodge #458. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services leveraging its integrated platform, model portfolios, third-party management, and affiliated insurance products.
Aaron H
Series 65, Series 63
Marion, IL
LPL Enterprise
Aaron Hale is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has eight years of industry experience and has previously worked at firms including MWA Financial Services Inc, Modern Woodmen of America, The Assurance Group, and Integrity Alliance, LLC. Hale serves on the boards of two nonprofit organizations, Johnson County 2000 and Arrowleaf. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, operating an integrated platform that combines adviser programs with brokerage and insurance product sales.
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