Kingsport, TN S. Wilcox Dr. Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Based on LPL Financial
Location
201 S. Wilcox Dr.
Kingsport TN 37660-5146
Advisors at this office
4
Advisors at this office
Angela D
Series 66
Kingsport, TN
LPL Financial
Angela Davis is a financial advisor with LPL Financial in Kingsport, TN, holding a Series 66 designation and 15 years of industry experience. Her prior experience includes roles at Eastman Credit Union, SunTrust Advisory Services, and U.S. Bancorp Investments. In addition to her advisory work, she serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.
Matthew C
Series 66
Kingsport, TN
LPL Financial
Matthew Crowder is a financial advisor with LPL Financial based in Kingsport, Tennessee. He holds the Series 66 designation and has 12 years of industry experience, including roles at Eastman Credit Union, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in equipment leasing through MMM Equipment, LLC. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.
Joanne B
Series 63, Series 66
Kingsport, TN
LPL Financial
Joanne Bear is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with LPL Financial for a total of 17 years, including two separate tenures, and worked previously at Fifth Third Securities and IFMG Securities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
Jadon E
Series 63, Series 65
Kingsport, TN
LPL Financial
Jadon Engle is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, he worked at Eastman Credit Union and Advisory Alpha LLC. 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, wrap and model portfolio programs, and institutional platforms, supporting advisors with technology and research tools.
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