Hendersonville, TN Bluegrass Commons Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,440 offices

Location

100 Bluegrass Commons Blvd # 2100

Hendersonville TN 37075

Advisors at this office

3

Advisors at this office

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Dylan R

Series 66

Hendersonville, TN

LPL Financial

Dylan Richards is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. His work history includes roles at Cumberland Transit and previous positions in education at Belmont University and Hendersonville High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisors. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Chadwick R

Series 63, Series 65

Hendersonville, TN

LPL Financial

Chadwick Richards is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies. Outside of his advisory work, Richards is involved in non-variable insurance and has maintained real estate rental activities through CWMG, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

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

Eric B

Series 66

Hendersonville, TN

LPL Financial

Eric Berner is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he was involved with various organizations including Whiskey University, where he taught bourbon tasting classes, and has experience in insurance and advisory roles dating back to 2001. Outside of finance, he is also a self-employed actor and owner of Picking Nashville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing strategic and tactical model portfolios supported by research from multiple sources.

College savings (529s, UTMA, etc.)
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