Corpus Christi, TX Wooldridge Rd. Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 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

6210 Wooldridge Rd.

Corpus Christi TX 78414

Advisors at this office

6

Advisors at this office

user avatar

Sharon W

Series 66

Corpus Christi, TX

LPL Financial

Sharon Walls is a financial advisor with LPL Financial in Corpus Christi, TX, holding a Series 66 credential and eight years of industry experience. She has worked at LPL Financial since 2021 and has previous experience with CETERA Advisor Networks and Voya Financial Advisors. Outside of her advisory role, she is a 50% owner of JW Ag Service, a home-based non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a diverse product lineup.

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

Hailey B

Series 66

Corpus Christi, TX

LPL Financial

Hailey Burge is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. She has worked at Corpus Christi Financial Group since 2024 and has held various roles in education at Texas A&M University - Corpus Christi, WB Ray High School, and Hamlin Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party management, and customized strategies, supported by advanced operational tools and a broad platform that includes non-advisory financial services.

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

Cory S

CFP®, Series 63, Series 66

Corpus Christi, TX

LPL Financial

Cory Summers is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked with firms including Cetera Advisor Networks, VOYA Financial Advisors, and Edward Jones. Summers is also involved in managing a property management business based in Corpus Christi, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset management, utilizing a broad network of advisors and integrating advanced operational and research tools.

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

Alan C

Series 63, Series 66

Corpus Christi, TX

LPL Financial

Alan Canine is a financial advisor with LPL Financial in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Voya Financial Advisors, Sws Financial Services, 1st Global Advisors, and managing his own firm, Alan Canine, PC. He also operates a tax preparation and accounting business as a CPA. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies alongside various non-advisory financial services.

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

Series 66

Corpus Christi, TX

LPL Financial

Brandon Magro Torres is a financial advisor with LPL Financial based in Corpus Christi, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions with Corpus Christi Financial Group, HEB, Texas A&M Corpus Christi, Del Mar College, Best Buy, and London ISD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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
user avatar

James M

CFP®, ChFC®, Series 63, Series 65

Corpus Christi, TX

LPL Financial

James Mailhes is a financial advisor with LPL Financial based in Corpus Christi, TX, holding the CFP® and ChFC® designations with 42 years of industry experience. He has previously worked with Cetera Advisor Networks and VOYA Financial Advisors and has been involved with Corpus Christi Financial Group since 1995. In addition to his advisory role, he is an agent selling fixed annuities. 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 portfolios, 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
View complete list of advisors at this office
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