Raleigh, NC 4901 Glenwood Avenue Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,432 offices

Location

4901 Glenwood Avenue, Suite 100

Raleigh NC 27612

Advisors at this office

4

Advisors at this office

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John P

Series 63, Series 65

Raleigh, NC

LPL Financial

John Parham Jr. is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at South State Bank and Lincoln Financial Securities. He serves as a board member of the Triangle YMCA Development Committee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and various managed portfolio options supported by extensive research and technology tools.

College savings (529s, UTMA, etc.)
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William M

CFP®, Series 65, Series 63

Raleigh, NC

LPL Financial

William Miller is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South State Bank and FTB Advisors. He is also engaged as a private banker with South State Bank in Raleigh, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and portfolio management options.

College savings (529s, UTMA, etc.)
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Harry O

Series 63, Series 66

Raleigh, NC

LPL Financial

Harry O'conner is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior work includes roles at South State Bank, Lincoln Financial Securities Corporation, and Prospera Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Shannon J

Series 63, Series 66

Raleigh, NC

LPL Financial

Shannon Jenke is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at BB&T Securities and Robert W. Baird & Co. since joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory and financial planning services, including model portfolios and retirement plan consulting.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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