Plano, TX 5345 Towne Square Dr Ste 275 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
5345 Towne Square Dr Ste 275
Plano TX 75024
Advisors at this office
3
Advisors at this office
Lucas W
Series 66
Plano, TX
LPL Financial
Lucas Wakamatsu is a financial advisor with LPL Financial based in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strategic Wealth Partners, Nuuds, and professional baseball teams such as the Chunichi Dragons and the Cleveland Guardians. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.
Ryan R
CFP®, Series 63, Series 65
Plano, TX
LPL Financial
Ryan Rayburn is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, and Merrill. Rayburn is involved with Strategic Wealth Partners PLLC, where he has responsibilities related to non-variable insurance. 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 management services through a large network of advisors and employs various strategic and tactical allocation options supported by institutional platforms and research tools.
Risdon W
CFP®, ChFC®, Series 63
Plano, TX
LPL Financial
Risdon Woodard III is a CFP® and ChFC® with 50 years of experience in financial advising. He joined LPL Financial in 2024 after nearly five decades with Lincoln Financial Advisors Corporation. He is involved in various business activities outside of advising, including ownership roles in several business entities for tax and investment purposes. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
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