Augusta, GA George C Wilson Ct Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
7 George C Wilson Ct
Augusta GA 30909-6593
Advisors at this office
6
Advisors at this office
Dagan S
Series 66
Augusta, GA
LPL Financial
Dagan Sharpe is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 license and 24 years of industry experience. He previously worked at INVEST Financial Corp and has been affiliated with Queensborough National Bank for over a decade. Outside of his advisory role, he serves as a part-time boat safety instructor with the Freedom Boat Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research, model portfolios, and various investment strategies.
Loren F
Series 66
Augusta, GA
LPL Financial
Loren Fields is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and having nine years of industry experience. Prior to joining LPL Financial and Queensborough National Bank & Trust Company in 2025, he worked for Edward Jones for nine years. Fields is also the owner of Shane's Music Entertainment, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
William D
Series 63, Series 65, Series 66
Augusta, GA
LPL Financial
William Davis is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley Private Bank, N.A. and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options and access to diverse model portfolios and research.
Benjamin C
Series 66
Augusta, GA
LPL Financial
Benjamin Cushman is a Series 66-credentialed advisor with LPL Financial based in Augusta, GA. He has experience working at LPL Financial and Queensborough National Bank & Trust since 2025, and prior roles include positions at Augusta University, Home Depot, and various educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing discretionary and non-discretionary management with access to research and model portfolios.
William B
Series 66
Augusta, GA
LPL Financial
William Brigham Jr. is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, he is involved with Brigham Capital & Investments LLLP and serves in a fiduciary capacity for the William B Brigham Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.
Troy B
CFP®
Augusta, GA
LPL Financial
Troy Breitmann is a CFP® professional with three years of experience, currently affiliated with LPL Financial in Augusta, GA. He has a longstanding history with Queensborough National Bank & Trust Company, serving in various capacities since 2009, including a trust officer role beginning in 2024. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")