Mt. Pleasant, SC Office

Jacob Palmer is a financial advisor at LPL Enterprise with five years of industry experience and a Series 66 credential. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance, such as positions at Davenports Family Restaurant and Georges of Galilee. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and affiliated insurance and trust custody services.

Thomas Russo Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked with several firms, including The Fiduciary Alliance and Globe Life. Outside of his advisory work, he is involved in a non-variable insurance agency based in Florence, SC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jenna Pagano Bass is a Series 66-registered financial advisor with LPL Enterprise, based in Mt. Pleasant, SC, and has three years of industry experience. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Stride, a learning company where she serves as a curriculum alignment contractor. She also has eight years of experience with the Charleston County School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance products.

Brian Reese is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in outside employment with Bottles LLC as a Wine Associate and works as a dog walker and tax preparer in the Charleston area. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and provides financial planning, consulting, and access to third-party asset managers.

Randall Slawson Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Pruco Securities, LLC and Converse. Outside of his advisory work, he coaches basketball at West Ashley High School. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Leroy Summers Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Pruco Securities, LLC, MML Investors Services, MassMutual, and AXA Advisors, as well as work with the Carolina Panthers. Outside of advisory services, he is involved in providing property and casualty insurance through Comparion Insurance Agency. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and uses model-driven investment portfolios developed by internal research and external strategists.

Charles Hitchcock is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. He is also president of Hitchcock Financial Group Inc., a business entity related to tax and investment services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in a wrap program.

Kevin Medert is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, he is also employed as a security professional with Allied Universal. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and other related services through its network of investment adviser representatives.

Valetta Burgess is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at First Command Advisory Services and the South Carolina Army National Guard. She serves in the South Carolina Army National Guard in a political and government capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and insurance product sales through affiliated entities.

Magali Garcia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses. She has one year of industry experience, having joined LPL Enterprise in 2025. Prior to her advisory role, she worked in education, including positions at Letourneau University and Southwest High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Jacob Dalton is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual South Carolina. Outside of his advisory work, he serves as a drill sergeant in the U.S. Army Reserve and owns a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation with access to third-party asset managers and offers a range of financial planning and consulting services.

Albert Blakes III is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation, City National Bank, and J. B. Hanauer & Co. since 2003. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and other entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to asset managers and TAMPs, and brokerage services through affiliated entities.

Eddie Negron is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various roles including sales lead at Palmetto Running Company and business owner of Slight Edge Sports LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and charitable entities through a network of investment adviser representatives. The firm employs a primarily model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program among other services.

Christopher Franklin is a CFP® certificant affiliated with LPL Enterprise with two years of industry experience. He has previously worked at Burgess Investment Group, Apollon Wealth Management, and Mosaic Community among other firms. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Albert Lussier IV is a financial advisor with LPL Enterprise and holds the CFP® designation along with Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Lussier is based in Mt. Pleasant, South Carolina. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in model wealth portfolios.