Richmond Hill, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
Richmond Hill GA
Advisors at this office
3
Advisors at this office
James Z
Series 63, Series 65
Richmond Hill, GA
LPL Financial
James Zack is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by proprietary and third-party research.
J B
Series 63, Series 65
Richmond Hill, GA
LPL Financial
J Burton Jr. is a financial advisor with LPL Financial in Richmond Hill, GA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Dominion Financial Services from 2012 to 2018 before joining LPL Financial. Outside of advisory work, he is involved in life and health insurance services focusing on life, health, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.
James H
Series 63, Series 65
Richmond Hill, GA
LPL Financial
James Hill III is a financial advisor at LPL Financial with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2019, following a prior role at Woodbury Financial Services. Outside of advisory work, he is involved in managing Hill Financial Group, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.
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