McMinnville, TN East Main Street 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
200 East Main Street
McMinnville TN 37110
Advisors at this office
3
Advisors at this office
Ethan S
Series 66
McMinnville, TN
LPL Financial
Ethan Smith is a financial advisor with LPL Financial in McMinnville, TN. He holds a Series 66 designation and has experience in the financial services industry dating from roles at First National Bank of Middle TN and Southeast Retirement Planners Inc. Prior to his advisory roles, he worked in education at Lenoir-Rhyne University and Warren County High School. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Jeffery U
CFP®, Series 63
McMinnville, TN
LPL Financial
Jeffery Uselton is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial since 2014. He also serves as Executive Vice President and Chief Risk Officer at First National Bank of Middle Tennessee, a role he has held since 2019. Prior to LPL, he worked at Invest Financial Corporation from 2010 to 2012. 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 financial planning and investment management services through a broad network of advisors, utilizing various strategies including model portfolios and third-party asset management.
Shannon H
Series 66
McMinnville, TN
LPL Financial
Shannon Haston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. He has worked with First National Bank of Middle Tennessee since 2016 and with LPL Financial since 2016. He is also a notary public in McMinnville, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and operational tools.
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