Glen Allen, VA 4860 Cox Road Office

Team
Updated today
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LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

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

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

4860 Cox Road, Suite 200, Office 268

Glen Allen VA 23060

Advisors at this office

10

Advisors at this office

user avatar

Edward B

Series 63, Series 65

Glen Allen, VA

LPL Financial

Edward Bullano Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at LPL Financial since 2014. Outside of his advisory role, he is involved with Bullano Enterprises LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

William C

Series 63, Series 65

Glen Allen, VA

LPL Financial

William Comer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior experience includes roles at Virginia Asset Group, Infinex Investments, Inc., and EVB/SONA Bank. Comer is also associated with Ashpark Financial Group, LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

Gregory M

Series 63, Series 65

Glen Allen, VA

LPL Financial

Gregory Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. Moore operates two consulting DBAs, Alexander Consulting Group and Synergy Wealth Group, both based in Midlothian, VA. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and advanced technology applications.

College savings (529s, UTMA, etc.)
user avatar

George H

Series 63, Series 65

Glen Allen, VA

LPL Financial

George Hamby is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Momentum Independent Network Inc. and Capital Securities Management, Inc. He is involved with Highland Partners Financial Services, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisors, offering a range of financial planning, advisory programs, and brokerage services.

College savings (529s, UTMA, etc.)
user avatar

Michael M

Series 63, Series 65

Glen Allen, VA

LPL Financial

Michael Morelock is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2011. 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 plan consulting, utilizing model portfolios, third-party research, and various technology-driven investment strategies.

College savings (529s, UTMA, etc.)
user avatar

Sheila F

Series 63, Series 65

Glen Allen, VA

LPL Financial

Sheila Freeman is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior experience includes roles at Virginia Asset Group, Sonabank, Infinex Investments, BB&T Investment Services, and BB&T Asset Management. She also operates Ashpark Financial Group, LLC, a DBA for her LPL 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology applications.

College savings (529s, UTMA, etc.)
user avatar

Thomas K

Series 66

Glen Allen, VA

LPL Financial

Thomas Kirby is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Hilltop Independent Network Inc., Stifel, and B.C. Ziegler and Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Jessica H

Series 63, Series 66, Series 65

Glen Allen, VA

LPL Financial

Jessica Hamby is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Her prior roles include positions at Capitol Securities Management, Hilltop Securities Independent Network, and Oyster Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from various sources.

College savings (529s, UTMA, etc.)
user avatar

Timothy C

Series 63, Series 66

Glen Allen, VA

LPL Financial

Timothy Crytzer is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for 13 years at Capitol Securities Management before joining LPL Financial in 2024. He holds the Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

John B

CFP®, Series 66

Glen Allen, VA

LPL Financial

John Bayarski is a CFP® professional with seven years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Strategic Wealth Planning and Commonwealth Financial Network, as well as a decade at Aramark Corp. In addition to his advisory work, he is involved in tax preparation and accounting through Strategic Tax Planning, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs and manages portfolios using both discretionary and non-discretionary approaches, supported by research and multiple investment strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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