Nashville, TN Music Circle South Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

1 Music Circle South, Suite 330

Nashville TN 37203

Advisors at this office

8

Advisors at this office

user avatar

Reuben C

Series 63, Series 66

Nashville, TN

LPL Financial

Reuben Coopwood is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and eight years of industry experience. He has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2020, and he has been associated with First Horizon since 2020. 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, combining advisory solutions with non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Joseph G

Series 66

Nashville, TN

LPL Financial

Joseph Grenvicz is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at First Tennessee Brokerage and First Tennessee Insurance Services since the early 2000s and had a brief tenure at FTB Advisors, Inc. Outside of his advisory role, he is involved as a media personality with JTF Media LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs supported by both proprietary and third-party resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kristen B

CFP®, ChFC®, Series 66

Nashville, TN

LPL Financial

Kristen Beckstead is a CFP® and ChFC® credentialed advisor with 20 years of industry experience. She currently works at LPL Financial and previously held roles at First Horizon Bank, Ftb Advisors, Inc., First Tennessee Brokerage, and Ameriprise. 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 financial planning, model portfolio programs, and institutional platforms, combining advisory services with a range of non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Evin E

CFP®, Series 66

Nashville, TN

LPL Financial

Evin Edens is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL in 2025, he worked at FTB Advisors and First Tennessee Bank and spent six years at Belmont University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bryan B

Series 66

Nashville, TN

LPL Financial

Bryan Bolton is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He previously worked at Truist Investment Services, INC. from 2011 to 2016 and has been with FTB Advisors, INC. since 2016. Since 2025, he has been affiliated with LPL Financial, offering investment products and services under the DBA First Horizon Advisors. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Debra H

Series 63, Series 66

Nashville, TN

LPL Financial

Debra Hooper is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has previously worked at FTB Advisors, Synovus Trust Company, Synovus Securities, Synovus Bank, and Truist Investment Services. Outside of her financial advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and specialized institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew K

CFP®, Series 66

Nashville, TN

LPL Financial

Andrew Kintz is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at FTB Advisors, Inc. and Truist Investment Services, Inc. He is based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale with diverse non-advisory financial activities and oversight of more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Glenn B

Series 63, Series 65

Nashville, TN

LPL Financial

Glenn Bradley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at First Tennessee Brokerage, Inc., Truist Investment Services, Inc., and Ftb Advisors, Inc. based in Nashville, TN. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
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