Pike Road, AL Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 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

65 A Scotia Drive

Pike Road AL 36064

Advisors at this office

4

Advisors at this office

user avatar

Lary B

Series 63

Pike Road, AL

LPL Financial

Lary Burton is a financial advisor with LPL Financial, holding a Series 63 designation and over 21 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he serves as secretary/treasurer for Isaiah's Legacy, a charitable organization focused on assisting the poor and underprivileged, where he helps with fundraising and gift distribution. 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 solutions, utilizing both proprietary and third-party strategies, and supports its advisors with research and technology tools.

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

James B

Series 66

Pike Road, AL

LPL Financial

James Bledsoe is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has held roles at J. Rodney Bledsoe, Attorney at Law, and The Baptist Foundation of Alabama, where he worked for 13 years. He is also involved with Pike Road Law, LLC in a non-investment-related capacity. 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 investment solutions, including financial planning, 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
user avatar

Robert A

Series 63

Pike Road, AL

LPL Financial

Robert Adams Jr. is a financial advisor at LPL Financial with 38 years of industry experience, including 28 years at LPL Financial. He holds a Series 63 designation. In addition to his advisory career, he has been involved with Adams Angus Farm since 1986 and serves as Vice-President of Isaiah's Legacy, a charitable organization focused on aiding the poor and underprivileged. He is also a founding board member and Treasurer of The Alabama Beef Cattle Improvement Foundation, Inc. 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 advisory and brokerage services, including financial planning, model portfolios, 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
user avatar

William H

Series 63, Series 65

Pike Road, AL

LPL Financial

William Hurley III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he serves as President of Isaiah's Legacy, a charitable organization focused on helping the poor and underprivileged, where he assists with fundraising and gift distribution. 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, and institutional platforms, supporting advisory professionals with a broad array of investment strategies 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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