Jacksonville, FL S Laura St 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

76 S Laura St

Jacksonville FL 32202

Advisors at this office

27

Advisors at this office

user avatar

Raeanne M

Series 66

Jacksonville, FL

LPL Financial

Raeanne Mc Carty is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 5 years of industry experience. She has previously worked at VyStar Credit Union and State Farm. Outside of her advisory role, she owns a craft hobby sales business and a portrait photography service. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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Alan Z

CFP®, Series 65, Series 63

Jacksonville, FL

LPL Financial

Alan Zinkin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Sequoia Financial Group, Tudor Securities, EisnerAmper LLP, and BNY Mellon Wealth Management. Outside of advisory work, he performs financial institution duties at VyStar Credit Union and acts as a fiduciary for his father. LPL Financial is a national investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various technological tools.

College savings (529s, UTMA, etc.)
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Samuel B

Series 66

Jacksonville, FL

LPL Financial

Samuel Barrington is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Fidelity Investments and J.P. Morgan Chase. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services, combining discretionary and non-discretionary management with model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Urban F

Series 65, Series 63

Jacksonville, FL

LPL Financial

Urban Fleming IV is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has previously worked at VyStar Credit Union, BB&T, Cetera, and Regions Bank. In addition to his advisory role, he serves as an adjunct professor at Florida State College at Jacksonville. 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 a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies.

College savings (529s, UTMA, etc.)
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Blaine J

Series 66

Jacksonville, FL

LPL Financial

Blaine Johnson is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at VyStar Investment Services and has experience in roles outside of finance, including positions at DoorDash and the University of North Florida. 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, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Cory W

Series 63, Series 65

Jacksonville, FL

LPL Financial

Cory Wilcox Vasquez is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2019, with prior experience at Merrill and VyStar Credit Union. 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 with both discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Robert W

Series 63, Series 65

Jacksonville, FL

LPL Financial

Robert Walls is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Space Coast Credit Union for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Preston M

Series 66

Jacksonville, FL

LPL Financial

Preston Miller is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at VyStar Credit Union and Fidelity Investments. Outside of his advisory work, he serves as a notary for VyStar Credit Union. 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. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

College savings (529s, UTMA, etc.)
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Mark L

Series 63, Series 65

Jacksonville, FL

LPL Financial

Mark Lamensdorf is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2022, he worked as a business consultant for nine years. He is also involved with Vystar Credit Union. 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 offering a range of financial planning and advisory services.

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

Series 66

Jacksonville, FL

LPL Financial

Tyler Coe is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2016 and concurrently serves at Vystar Credit Union since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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

Series 66

Jacksonville, FL

LPL Financial

John Curls III is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2014 and concurrently works with Vystar Credit Union since 2008. 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 a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

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

James D

Series 66

Jacksonville, FL

LPL Financial

James Deberry III is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2017 and concurrently at VyStar Credit Union since 2014. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Davida C

Series 63, Series 66

Jacksonville, FL

LPL Financial

Davida Carter is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. She has worked with LPL Financial since 2014 and has been associated with VyStar Credit Union and VyStar Financial Group since 2005. Carter serves as a member of the VyStar Credit Union Retirement Plan Committee, a nonprofit board role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by internal and third-party research.

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

Trellanee M

Series 66

Jacksonville, FL

LPL Financial

Trellanee Moore is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Vystar Credit Union, Sagepoint Financial, Inc., and Axa Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

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

Shane T

Series 66

Jacksonville, FL

LPL Financial

Shane Tschappat is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at VyStar Credit Union, 121 Financial Credit Union, and Agapi Behavioral Consultants. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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