Charleston, SC Mall Drive Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,717 advisors across 10,430 offices

Location

2440 Mall Drive Ste A

Charleston SC 29406

Advisors at this office

6

Advisors at this office

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Seth T

Series 66

North Charleston, SC

LPL Financial

Seth Turner is a financial advisor with LPL Financial and holds a Series 66 credential. He has one year of industry experience, including roles at SouthState Bank and Bank of America. Outside of finance, he is a business owner of SEEK Snacks, LLC and serves as a coach for the Charleston Ice Hockey Referee Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting supported by a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Stacy C

Series 63, Series 65

North Charleston, SC

LPL Financial

Stacy Cannon is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Lisa D

Series 63, Series 65

Charleston, SC

LPL Financial

Lisa Dehaven is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with South State Bank since 2014 and was previously with First Southeast Investor Services, Inc. for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Kristina C

Series 63, Series 65

North Charleston, SC

LPL Financial

Kristina Campbell is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been associated with South Carolina Bank and Trust and LPL Financial since 2014. Additionally, she serves as a Notary Public of South Carolina. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Timothy S

CFP®, Series 63, Series 65

Charleston, SC

LPL Financial

Timothy Sease is a CFP®-credentialed financial advisor with 34 years of industry experience. He is affiliated with LPL Financial and has worked concurrently at South State Bank since 2014. Prior to that, he was with First Southeast Investor Services, Inc. for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, incorporating discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Henry T

Series 63, Series 65

North Charleston, SC

LPL Financial

Henry Thompson III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at LPL Financial and SouthState Investment Services since 2023 and has been with SouthState Bank since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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