Orlando, FL West Central Blvd 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

135 West Central Blvd, Suite 200

Orlando FL 32801

Advisors at this office

10

Advisors at this office

user avatar

Mason M

Series 66

Orlando, FL

LPL Financial

Mason Moyer is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at Fairwinds Credit Union and CUSO Financial Services, LP prior to his current role. Mason is also involved with Fairwinds Wealth Management and Investments in conjunction with his LPL business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, 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
user avatar

Kevin M

Series 66

Orlando, FL

LPL Financial

Kevin Masih is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at FAIRWINDS Credit Union since 2014, Cuso Financial Services, LP from 2014 to 2025, and Guardian Life from 2013 to 2014. He is also involved with Fairwinds Wealth Management and Investments, a DBS business affiliated with his LPL work. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by various advisor-facing technologies.

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

Jordan B

Series 66

Orlando, FL

LPL Financial

Jordan Bower is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 license and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and has been associated with Fairwinds Credit Union since 2018. He also serves as a notary for Fairwinds Credit Union. 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 a range of investment strategies and platforms supported by extensive operational and research tools.

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

Andrew B

Series 66

Orlando, FL

LPL Financial

Andrew Broughman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services LP. Outside of his advisory role, he is involved with FAIRWINDS Credit Union and Firkin and Kelgler LLC. 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, and institutional platforms, supported by a network of more than 22,800 advisors.

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

Stefanie F

Series 66

Orlando, FL

LPL Financial

Stefanie Flohr is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at FAIRWINDS Credit Union, CUNA Mutual Group, and Suncoast Credit Union. She also serves as a subject matter consultant for an educational practice in investment-related topics. 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 solutions, utilizing both proprietary and third-party strategies and a variety of operational and research tools.

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

Daniel H

Series 66

Orlando, FL

LPL Financial

Daniel Hendricks is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial, Level Four Financial, Citigroup Global Markets, Verity Investments, BB&T Securities, PRUCO Securities, and Waddell & Reed. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

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

Thomas H

Series 63, Series 65

Orlando, FL

LPL Financial

Thomas Howell is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fairwinds Financial Services, Inc. since 2001 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and third-party asset management, 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
user avatar

Austin K

Series 66

Orlando, FL

LPL Financial

Austin Kinney is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fairwinds Credit Union, Publix Super Markets, and Florida Financial Advisors. 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, 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
user avatar

James E

Series 66

Orlando, FL

LPL Financial

James Eiker is a financial advisor with LPL Financial based in Orlando, FL, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at FAIRWINDS Credit Union since 2006 and joined LPL Financial in 2025. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and oversight of a large advisory network.

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

Jeremy C

Series 63, Series 65

Orlando, FL

LPL Financial

Jeremy Cooley is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior firms include Fairwinds Credit Union, CUSO Financial Services, Equitable Advisors, and Axa Advisors. He is involved with Fairwinds Wealth Management and Investments, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a large network of advisors.

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
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)