Muscle Shoals, AL Woodward Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
1812 Woodward Ave
Muscle Shoals AL 35661
Advisors at this office
6
Advisors at this office
Matthew R
Series 66
Muscle Shoals, AL
LPL Financial
Matthew Rose is a financial advisor with LPL Financial in Muscle Shoals, AL, holding a Series 66 license and eight years of industry experience. Prior to joining LPL in 2021, he worked at Edward Jones from 2017 to 2021. Rose also serves as Vice-President of the board for Calvary Fellowship Church in Florence, AL. 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 portfolio programs, third-party asset management, and institutional platforms.
Charlie H
Series 66
Muscle Shoals, AL
LPL Financial
Charlie Hensley is a financial advisor with LPL Financial in Muscle Shoals, AL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Listerhill Credit Union, Regions Bank, and various positions in law enforcement. In addition to his advisory work, he is involved with Listerhill Credit Union 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, supported by advanced advisor tools and a comprehensive non-advisory financial services network.
Andrew N
Series 66
Muscle Shoals, AL
LPL Financial
Andrew Neal is a financial advisor with LPL Financial in Muscle Shoals, Alabama, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at FreightCar America and RMB Marine Services. Outside of his advisory role, Neal is involved with the Shoals Theatre as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and extensive technology tools.
Jason M
Series 66
Muscle Shoals, AL
LPL Financial
Jason Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 and also has a longstanding role at Listerhill Credit Union since 2008. Outside of his advisory work, he is an owner of a family gym business, MORGAN'S GYM, 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.
Jeremy M
ChFC®, Series 63, Series 66
Muscle Shoals, AL
LPL Financial
Jeremy Meeks is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at FirstBank, U.S. Bancorp Investments, U.S. Bank, and Regions Bank. Meeks is also associated with Listerhill Credit Union in Muscle Shoals, AL. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various financial service partnerships.
Andrew C
CFP®, Series 66
Muscle Shoals, AL
LPL Financial
Andrew Clark is a CFP® with 26 years of industry experience and has been with LPL Financial since 2012. Prior to joining LPL, he worked for CUNA Brokerage Services, Inc. for 11 years. He is based in Muscle Shoals, AL. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of investment strategies supported by research and technology tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")