Fernandina Beach, FL Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
Fernandina Beach FL
Advisors at this office
4
Advisors at this office
Craig M
Series 63, Series 65
Fernandina Beach, FL
LPL Financial
Craig Munson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and Hilltop Securities. He is also active as an insurance agent with various carriers linked to W&R insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, including discretionary and non-discretionary management supported by both proprietary and third-party research.
Alan B
Series 65, Series 63
Fernandina Beach, FL
LPL Financial
Alan Boyer is a financial advisor with LPL Financial and holds Series 65 and Series 63 designations. He has 15 years of industry experience, including prior roles at Synovus Securities, Aetna, Prudential, and his own firm, Boyer & Associates, LLC. He is also owner of Boyer Wealth Management, LLC, a separate investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Debra D
Series 63, Series 65
Fernandina Beach, FL
LPL Financial
Debra Di Napoli is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63 and Series 65 certifications and previously worked at Merrill for six years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.
Richard P
Series 63, Series 65
Fernandina Beach, FL
LPL Financial
Richard Perry Jr. is a financial advisor with LPL Financial based in Fernandina Beach, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked with National Securities Corp and National Asset Management for six years each prior to joining LPL Financial in 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm provides various advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and technology-driven investment solutions.
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