Fort Mill, SC Dave Gibson Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,440 offices
Location
817 Dave Gibson Blvd
Fort Mill SC 29708
Advisors at this office
3
Advisors at this office
Troy J
Series 63, Series 66
Fort Mill, SC
LPL Financial
Troy Jackson Jr. is a financial advisor with LPL Financial located in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Ameritas Investment Corp and Ameritas Life Insurance Corp. He also serves as Vice President in financial institution duties at South State Retirement Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.
Kara B
Series 66
Fort Mill, SC
LPL Financial
Kara Burkholder is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. She has been with LPL Financial since 2013 and concurrently works at South Carolina Bank and Trust since 2006. 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 retirement consulting services with both discretionary and non-discretionary management options.
Richard S
Series 63, Series 65
Fort Mill, SC
LPL Financial
Richard Spatola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been associated with South State Bank (formerly South Carolina Bank and Trust) and LPL Financial since 2007. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")