Monroe, LA Tower 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
2485 Tower Dr, Unit 8
Monroe LA 71201
Advisors at this office
3
Advisors at this office
Robert Y
Series 66
Monroe, LA
LPL Financial
Robert Yarbrough Jr. is a financial advisor at LPL Financial with 10 years of industry experience and a Series 66 designation. His work history includes roles at Cetera, Edward Jones, and his own firms, Yarbrough Capital Advisors and Yarbrough Financial Group. He is also active as a content creator and conducts seminars and workshops through Yarbrough Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.
Jay C
Series 63, Series 65
Monroe, LA
LPL Financial
Jay Calhoun II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at NYLIFE SECURITIES LLC, New York Life Insurance Co., Cetera, and Primerica Advisors. He is also involved with Wellbuilt Advising and Consulting, LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations.
Ivan H
Series 66
Monroe, LA
LPL Financial
Ivan Hendricks is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Edward Jones. Outside of his advisory work, he operates Candor Wealth Partners, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and employs technology tools to support advisors while overseeing over $819 billion in discretionary assets.
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