Columbus, GA Brookstone Centre Pkwy 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
1200 Brookstone Centre Pkwy, Suite 212
Columbus GA 31904
Advisors at this office
4
Advisors at this office
Dustin S
CFP®, Series 66
Columbus, GA
LPL Financial
Dustin Stokes is a CFP® professional with 12 years of industry experience and is currently with LPL Financial. Prior to joining LPL in 2025, he held roles at Synovus Bank and Synovus Securities from 2014 to 2025. Outside of his financial career, he has been involved with Mid Tree Church since 2018. 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, third-party asset management, and institutional platforms.
Joseph Y
CFP®, Series 66
Columbus, GA
LPL Financial
Joseph Young is a financial advisor at LPL Financial in Columbus, GA, holding the CFP® designation and Series 66 license with 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Synovus Securities, Inc. and Synovus Bank from 2003 through 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Lori L
Series 63, Series 66
Columbus, GA
LPL Financial
Lori Land is a financial advisor with LPL Financial in Columbus, GA, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She previously worked at Synovus Bank and Synovus Securities, Inc. for a combined 20 years before joining LPL Financial in 2025. Outside of her advisory work, she is involved with business entities related to tax and investment purposes and manages a real estate rental property in Panama City Beach, FL. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
Charity K
Series 66
Columbus, GA
LPL Financial
Charity Keller is a Series 66 licensed financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Synovus Securities, Inc. and Synovus. Outside of finance, she has experience in the automotive repair industry as an alloy wheel repair specialist. 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 wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.
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