Richmond, VA B Southlake Blvd. Office

Rebecca Hollis is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and having four years of industry experience. She previously worked at Colonial River Investments, LLC, and Fidelity National Title Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Charles Allen is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2013 to 2019. Outside of his advisory role, Allen is also involved in music as a part-time musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by model portfolios, third-party research, and technology-driven strategies.

Joseph Tuck is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for five years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in non-variable insurance activities in Richmond, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios from LPL and third-party subadvisors.

Richard Adams is a financial advisor with LPL Financial in Richmond, VA, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked with Colonial River Investments and Securities America, Inc., and has maintained his own practice since 1976. Adams serves as Vice President and board member of The Bachelor Club of Richmond, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and advanced portfolio management strategies.

Patrick Coor is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and nine years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved with ALCO Wealth Management, a business entity used for tax and investment purposes. 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, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Ashwin Sharma is a financial advisor with LPL Financial in Richmond, VA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Lincoln Financial Securities Corporation and Mass Mutual Investors Services. Outside of his advisory role, he is involved in modeling and acting on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and 529 account management, with access to model portfolios and research from multiple sources.

Christopher Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and has operated Moore Financial Services since 1998. Outside of advisory work, he is a commissioned notary in Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Jacqueline Taylor is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is involved with the Department of Elections in Richmond, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various management approaches and research resources.