Amarillo, TX Pennsylvania Dr Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
7428 Pennsylvania Dr
Amarillo TX 79119
Advisors at this office
4
Advisors at this office
Larry B
Series 66
Amarillo, TX
LPL Financial
Larry Bailey is a financial advisor with LPL Financial based in Amarillo, TX. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America and Merrill Lynch. Outside of advising, he is involved with Balakebail INC, a non-investment business entity. 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 and various investment management programs, supported by a large network of investment adviser representatives.
Abigail C
Series 66
Amarillo, TX
LPL Financial
Abigail Coffee is a financial advisor with LPL Financial based in Amarillo, TX. She holds a Series 66 designation and has experience working at Veritas Legacy Wealth, Bank of New York Mellon, and in the Office of the President. Prior to her advising career, she was involved with Purpose Coffee Company and Frontier Fuel Co. 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 portfolio programs, and access to third-party asset managers, supported by advisor-facing technology tools.
John K
CFP®, ChFC®, Series 66
Amarillo, TX
LPL Financial
John Klein is a financial advisor with LPL Financial holding CFP®, ChFC®, and Series 66 credentials and has 26 years of industry experience. He previously worked at Bank of America and Merrill Lynch, accumulating over two decades of experience prior to joining LPL Financial. Klein is also the owner of two non-investment business entities focused on tax and investment matters. 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 and third-party asset management, and supports advisors with operational and research tools while overseeing over $819 billion in discretionary assets.
Summer R
Series 63, Series 66
Amarillo, TX
LPL Financial
Summer Rudder is a financial advisor with LPL Financial in Amarillo, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Merrill from 1997 to 2023. Rudder is also a commissioned notary in the state of Texas. 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, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.
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