Harrisonburg, VA Evelyn Byrd Avenue 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
1954 Evelyn Byrd Avenue
Harrisonburg VA 22801
Advisors at this office
3
Advisors at this office
William L
CFP®, Series 63, Series 65
Harrisonburg, VA
LPL Financial
William Loomis III is a CFP® professional with 44 years of industry experience, currently associated with LPL Financial since 2025. Prior to this, he spent 15 years at L.M. Kohn & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.
Justin H
Series 66
Harrisonburg, VA
LPL Financial
Justin Hitt is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Loomis Wealth Management and L.M. Kohn & Company. He also spent nine years with Rockingham County Public Schools. Hitt is a licensed notary public in Harrisonburg, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
William L
Series 66
Harrisonburg, VA
LPL Financial
William Loomis IV is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 designation and having 25 years of industry experience. He previously worked for L.M. Kohn & Company for 15 years before joining LPL Financial in 2025. Loomis is also a notary public. 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 broad range of advisory programs, financial planning, retirement consulting, and brokerage services supported by in-house and third-party research and technology.
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