Cincinnati, OH Cornell Park Drive 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
11234 Cornell Park Drive
Cincinnati OH 45242
Advisors at this office
3
Advisors at this office
Jason N
CFP®, Series 66
Cincinnati, OH
LPL Financial
Jason Nelson is a financial advisor with LPL Financial in Cincinnati, OH, holding the CFP® designation and Series 66 license. He has 28 years of industry experience, including prior roles at Coordinated Capital Securities, Inc. and Cambridge Investment Research, Inc. In addition to his advisory work, he is a licensed attorney and a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.
Mackenzie H
Series 65, Series 63
Cincinnati, OH
LPL Financial
Mackenzie Hill is an advisor at LPL Financial with Series 65 and Series 63 credentials and no prior industry experience. Hill has a background in legal and advocacy roles, including work with the WVU Veterans Advocacy Law Clinic and Disability Rights of West Virginia, alongside teaching positions at West Virginia University College of Law and College of Business & Economics. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.
Edward M
Series 66
Cincinnati, OH
LPL Financial
Edward Mc Dannold is a financial advisor with LPL Financial, holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Coordinated Capital Securities, Morgan Stanley Private Bank, Morgan Stanley, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning, model portfolio, and institutional services, supported by both proprietary research and third-party subadvisors.
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