Chattanooga, TN Hamilton Place Blvd. Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,816

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

2034 Hamilton Place Blvd., Suite 160

Chattanooga TN 37421

Advisors at this office

9

Advisors at this office

user avatar

Christopher B

Series 66

Chattanooga, TN

LPL Financial

Christopher Bradberry is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ftb Advisors, Inc., First Tennessee Brokerage, Inc., Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. 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 through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Steven M

Series 63

Chattanooga, TN

LPL Financial

Steven Mcnally is a financial advisor with LPL Financial in Chattanooga, TN, holding a Series 63 designation and 24 years of industry experience. His career includes roles at FTB Advisors, Inc., First Tennessee Brokerage, and First Tennessee, spanning over three decades. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Caralyn B

Series 63, Series 65, Series 66

Chattanooga, TN

LPL Financial

Caralyn Balthrop is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked at First Tennessee Brokerage, Inc. since 2009 and joined LPL Financial in 2025. 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, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James A

Series 63, Series 66

Chattanooga, TN

LPL Financial

James Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked for FTB Advisors for 10 years prior to joining LPL Financial in 2025. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mariah B

Series 66

Chattanooga, TN

LPL Financial

Mariah Barrows is a financial advisor with LPL Financial based in Chattanooga, TN, holding a Series 66 designation and three years of industry experience. She has previously worked with First Horizon Bank and First Horizon Advisors, where she spent a total of over seven years. Barrows is also a notary connected to First Horizon Bank and Advisors. 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, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Jonathon R

CFP®, Series 63

Chattanooga, TN

LPL Financial

Jonathon Ransom is a CFP®-designated financial advisor with 24 years of industry experience. He has been with LPL Financial since 2025 and previously worked at First Tennessee and First Tennessee Brokerage Inc for over two decades. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jordan C

Series 66

Chattanooga, TN

LPL Financial

Jordan Camp is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 license and has prior experience at First Horizon Advisors, the University of Tennessee at Chattanooga, Unum Group, and Citizen's Tri-County Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a variety of model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Madison C

Series 66

Chattanooga, TN

LPL Financial

Madison Christian is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, Madison worked at First Horizon Advisors and First Horizon Bank. Outside of finance, Madison has held roles in the food and hospitality sector, including positions at Crumbl Cookie, Wine Down Bistro, and Shipwreck Cafe. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and access to third-party asset management, supported by extensive technology and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Arthur H

Series 63, Series 65

Chattanooga, TN

LPL Financial

Arthur Hall is a financial advisor with LPL Financial in Chattanooga, TN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has also been affiliated with FTB Advisors, INC since 2016. Outside of his advisory work, Hall serves as a non-profit board member for The Salvation Army of Johnson City. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by investment adviser representatives who utilize various strategies and tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
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