Lexington, KY Blazer Pkwy 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
3499 Blazer Pkwy, Ste 354, Ofc 354
Lexington KY 40509
Advisors at this office
3
Advisors at this office
Joe B
Series 63, Series 65
Lexington, KY
LPL Financial
Joe Bryant is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Robert Baird & Co., J.J.B. Hilliard, W.L. Lyons, LLC, and Citigroup Global Markets. Bryant is based in Lexington, KY. 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 asset management solutions delivered through a large network of investment adviser representatives.
Frank P
CFP®, Series 63, Series 66
Lexington, KY
LPL Financial
Frank Patton is a CFP® professional affiliated with LPL Financial, bringing 25 years of industry experience. His prior roles include positions at Cetera and Foresters Advisory Services. Outside of his advisory work, he is a 50% owner of a rental property business. 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.
Jamie B
Series 63, Series 66
Lexington, KY
LPL Financial
Jamie Bryant is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining LPL Financial in 2023, Bryant worked at Robert Baird & Co. for four years and JJB Hilliard W.L. Lyons LLC for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and serves over 22,800 advisors managing more than $819 billion in discretionary assets.
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