Greenfield, IN 812 E Main St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,432 offices

Location

812 E Main St

Greenfield IN 46140

Advisors at this office

3

Advisors at this office

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Charles L

Series 63, Series 65

Greenfield, IN

LPL Financial

Charles Low is a financial advisor with LPL Financial in Greenfield, Indiana. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including previous work at Money Concepts Capital Corp. Low operates an investment-related business under the name Forty Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Shane C

Series 63, Series 66

Greenfield, IN

LPL Financial

Shane Cavanaugh is a financial advisor with LPL Financial in Greenfield, IN, holding Series 63 and Series 66 designations and bringing six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and several CrossFit coaching and training roles. Outside of advising, he has worked as a part-time group trainer and CrossFit coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and consulting services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Garry A

Series 66

Greenfield, IN

LPL Financial

Garry Autry is a Series 66-licensed financial advisor with 21 years of industry experience, currently practicing at LPL Financial since 2021. He previously worked at Money Concepts Capital Corp for eight years and has been affiliated with Crawford & Associates since 2005, where he is also involved in tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services incorporating both discretionary and non-discretionary management supported by extensive research and various portfolio strategies.

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