Bryan, TX Briarcrest 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
1716 Briarcrest Dr Ste 508
Bryan TX 77802
Advisors at this office
3
Advisors at this office
Didine E
CFP®, Series 66
Bryan, TX
LPL Financial
Didine Erskine is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with LPL Financial. Prior to joining LPL, Erskine worked at JP Morgan Chase Bank and Bank of America. In addition to advisory work, Erskine holds a position at Texas A&M University. 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, model portfolio programs, third-party asset management access, and institutional platforms.
Steven K
Series 66
Bryan, TX
LPL Financial
Steven Kim is a financial advisor at LPL Financial with 19 years of industry experience. He has held positions at LPL Financial since 2012 and previously worked at Edward Jones from 2007 to 2012. He holds the Series 66 designation. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Robert W
Series 63, Series 66
Bryan, TX
LPL Financial
Robert Wyatt is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley, Wells Fargo Advisors, and Wells Fargo Clearing. Wyatt is also involved in managing Wyatt Wealth Management LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by technology tools and serves a large network of over 22,800 advisors.
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