College Grove, TN 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 10,440 offices
Location
College Grove TN
Advisors at this office
3
Advisors at this office
William H
Series 66
College Grove, TN
LPL Financial
William Hammer Jr. is a financial advisor with LPL Financial holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL in 2024, he worked for SCF Investment Advisors and SCF Securities from 2015 to 2024. He is also an author outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by proprietary and third-party research and technology.
Joseph L
Series 66
College Grove, TN
LPL Financial
Joseph Lucia is a financial advisor with LPL Financial, holding a Series 66 credential and over 21 years of industry experience. Prior to joining LPL Financial in 2020, he was involved with several entities bearing his name, including Lucia Capital Management and Lucia Securities. He is also a member of Montecito Venture Partners, LLC, an investment-related business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.
Thomas S
Series 63, Series 65
College Grove, TN
LPL Financial
Thomas Simonek is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Grove Point Investments, LLC. His other business activities include property ownership related to real estate rental in College Grove, Tennessee. 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, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.
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