Roswell, GA Macy Drive Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,432 offices

Location

301 Macy Drive

Roswell GA 30076

Advisors at this office

7

Advisors at this office

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Justin D

Series 66

Roswell, GA

LPL Financial

Justin Del Campo is a financial advisor with LPL Financial, holding a Series 66 designation and over 13 years of industry experience. His prior roles include positions at Fifth Third Securities and Edward Jones. He also has involvement with IJACS LLC, a business entity 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various technology platforms.

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

Series 63, Series 66

Roswell, GA

LPL Financial

William Reilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services from 2004 to 2024 and operated Reilly Financial Group, Inc. from 2009 to 2024. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jacob R

Series 66

Roswell, GA

LPL Financial

Jacob Reilly is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial Services Advisors and has experience outside the financial sector, including a role at Reformation Brewery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Terrie C

Series 63, Series 65

Roswell, GA

LPL Financial

Terrie Clark is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc and various insurance carriers. She is president of TC3 Management Inc., a home-based business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Andrew S

CFP®, Series 66

Roswell, GA

LPL Financial

Andrew Stone is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. His prior work includes positions at Waddell & Reed and various insurance carriers. He is also involved with Newtown Group Inc., where he manages recordkeeping and bookkeeping responsibilities. 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 and financial planning services, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

College savings (529s, UTMA, etc.)
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Jack R

CFP®, CFA®, Series 63, Series 65

Rosewell, GA

LPL Financial

Jack Richardson is a financial advisor at LPL Financial with 38 years of industry experience. He holds the CFP® and CFA® designations and has worked at LPL Financial since 2022, following 16 years at Triad Advisors, Inc. He previously operated Richardson Investment Advisory, LLC as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research.

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

Colin L

Series 66

Roswell, GA

LPL Financial

Colin Luke is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies before joining LPL Financial in 2021. He is also involved with Sumac Wealth Management Inc, a non-investment business entity. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various technologies.

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