Edmond, OK 15310 N May Ave Ste 100 Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,466 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

15310 N May Ave Ste 100

Edmond OK 73013-8864

Advisors at this office

5

Advisors at this office

user avatar

Teale T

Series 63, Series 65

Edmond, OK

LPL Financial

Teale Trammell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining LPL Financial in 2025, Trammell worked at Edward Jones for eight years. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, with advisory services primarily delivered by investment adviser representatives using a variety of strategies and tools.

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

Brandon R

Series 66

Edmond, OK

LPL Financial

Brandon Rainbolt is a financial advisor with LPL Financial in Edmond, Oklahoma, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has experience in retail and service roles prior to his advisory career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services supported by technology and model portfolios, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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

Michael R

Series 66

Edmond, OK

LPL Financial

Michael Rainbolt is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Edward Jones for 14 years before joining LPL Financial in 2020. Outside of his advisory role, Rainbolt is involved with several business entities related to his practice, including multiple DBAs associated with LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing a range of discretionary and non-discretionary strategies.

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

Rickey E

Series 66

Edmond, OK

LPL Financial

Rickey Ezell is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with LPL Financial since 2019. He previously worked at Edward Jones for 12 years. Ezell serves on the board of a nonprofit organization in Oklahoma City and owns a home maintenance business. 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, including financial planning and access to model portfolios, and supports advisors with technology and a broad platform of financial products.

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

Jordan E

Series 66

Edmond, OK

LPL Financial

Jordan Edwards is a financial advisor with LPL Financial in Edmond, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Tristar Pension Consulting and the University of Oklahoma, as well as experience in fitness and sports management. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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