Opelika, AL 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
Opelika AL
Advisors at this office
3
Advisors at this office
Savannah P
Series 66
Opelika, AL
LPL Financial
Savannah Patrick is a financial advisor with LPL Financial in Opelika, Alabama, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Montgomery Cardiovascular Associates and held roles in education at Pensacola Christian Academy. 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, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.
Pamela P
Series 63, Series 65
Opelika, AL
LPL Financial
Pamela Pouncy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her career includes positions at Wells Fargo Clearing, Wells Fargo Advisors, BB&T Investment Services, Morgan Stanley, and Citigroup Global Markets. 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, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by research and operational tools.
Aaron B
Series 63, Series 65
Opelika, AL
LPL Financial
Aaron Bethune is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Lincoln Financial Advisors and ProEquities Inc, and operated Legacy Advisory Group as a DBA. Outside of his advisory role, he is the owner of B & A Financial, LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network of representatives 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 and advisor-support tools.
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