Greenville, SC 300 N Main St Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,510 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

300 N Main St Ste 301

Greenville SC 29601

Advisors at this office

11

Advisors at this office

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Chadrick C

CFP®, Series 63, Series 65

Greenville, SC

LPL Financial

Chadrick Campbell is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. His prior roles include tenures at Wells Fargo Advisors, Franklin Wealth Management, and Innovative Advisory Partners. Outside of advising, he is a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers 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
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Mason B

Series 66

Greenville, SC

LPL Financial

Mason Brown is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL in 2023, he held positions at Montreat College and Anderson University, as well as Anderson Christian School. 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, utilizing various portfolio programs and institutional platforms to meet client needs.

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

Series 66

Greenville, SC

LPL Financial

Joel Gray is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory strategies through research tools and extensive non-advisory financial services.

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

Series 66

Greenville, SC

LPL Financial

Tanner Pearman is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and The Cliffs at Keowee Springs Golf Course, as well as work during and after his time at Clemson University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, 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
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James C

Series 66

Greenville, SC

LPL Financial

James Cluverius Jr. is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various non-advisory financial services.

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

Series 66

Greenville, SC

LPL Financial

Alexander Mcgrath is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for 12 years. Mcgrath is also involved with The Spurs Up Show, a project he has been part of since 2019. 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, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

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

Series 66

Greenville, SC

LPL Financial

William Brown is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is the owner of Brown Smith Investments, LLC, a business unrelated to investment management. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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

Series 63, Series 66

Greenville, SC

LPL Financial

Christopher Bolle is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior roles include positions at Raymond James and Associates, J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Bolle is also involved with Millennium Brokerage Group in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions that include model portfolios, third-party asset management, and participant-level retirement advice.

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

Series 66

Greenville, SC

LPL Financial

William Brown is a financial advisor with LPL Financial based in Greenville, SC. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, Brown worked at Montreat College and Anderson Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 66

Greenville, SC

LPL Financial

Joseph Thompson is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. He is also a volunteer coach at St. Joseph's Catholic School in Greenville. 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 portfolios, and access to third-party asset managers, supported by a network of over 22,800 advisors.

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

Jeannie F

Series 63, Series 66

Greenville, SC

LPL Financial

Jeannie Fowler is a financial advisor at LPL Financial with 41 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 40 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning, model portfolio programs, and institutional platforms.

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