Clearwater, FL 1700 N McMullen Booth Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
1700 N McMullen Booth Road, Suite C 2
Clearwater FL 33759
Advisors at this office
3
Advisors at this office
Dalton B
Series 66
Clearwater, FL
LPL Financial
Dalton Brown is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 credential and has worked at LPL Financial since 2019, with prior roles at Michael R. Nelson Jr. and Waddell & Reed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology.
Sharon T
Series 66
Clearwater, FL
LPL Financial
Sharon Toston is a financial advisor at LPL Financial with six years of industry experience and holds a Series 66 credential. Her prior roles include positions at Waddell And Reed, Inc. and various insurance carriers with W&R Insurance Agency. She also managed Command Your Clutter, a business she operated for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.
Michael N
Series 66
Clearwater, FL
LPL Financial
Michael Nelson Jr. is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Business Network International, Bayrock Nelson LLC, various insurance carriers with W & R Insurance Agencies, and Waddell & Reed, INC. He is involved with Associates of Clifton Park, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.
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