Eugene, OR Alexander Loop 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

485 Alexander Loop Suite 130

Eugene OR 97401

Advisors at this office

5

Advisors at this office

user avatar

Peter D

Series 63, Series 65

Eugene, OR

LPL Financial

Peter Drakatos is a financial advisor with LPL Financial in Eugene, Oregon, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at RBC Capital Markets and Morgan Stanley DW Inc. He is also involved with PED Wealth Management Inc., a business entity related to tax and investment purposes. 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 provides 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

Adam W

Series 63, Series 65

Eugene, OR

LPL Financial

Adam Wilson is a financial advisor with LPL Financial in Eugene, OR, holding Series 63 and Series 65 licenses and over 15 years of industry experience. Prior to joining LPL Financial in 2018, he worked with Waddell & Reed, Inc., various insurance carriers, and Willamette Christian School. Outside of his advisory role, he is involved in a business named Kill Confirmed LLC. 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 range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad spectrum of client service and investment strategies.

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

Caryn K

Series 63, Series 66

Eugene, OR

LPL Financial

Caryn Kimble is a financial advisor with LPL Financial in Eugene, Oregon, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She previously worked at Roehl & Yi Investment Advisors, LLC and KMS Financial Services, Inc. In addition to her advisory role, she is a commissioned notary. 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 financial planning, portfolio management, and retirement advice services, supported by a large network of advisors and a variety of investment strategies.

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

Robert M

Series 66

Eugene, OR

LPL Financial

Robert Martin is a financial advisor at LPL Financial with 25 years of industry experience and holds the Series 66 designation. His career includes roles at Morgan Stanley and Waddell & Reed, and he has been affiliated with Eugene First Church of the Nazarene since 2014. 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 provides a range of advisory and brokerage services supported by various investment strategies and operational tools.

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

Jeffrey S

CFP®, Series 66

Eugene, OR

LPL Financial

Jeffrey Savage is a CFP® with 22 years of industry experience and has been with LPL Financial since 2009. He is based in Eugene, OR, and holds the Series 66 designation. 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 portfolio programs, and access to third-party asset managers.

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