Shreveport, LA Dee St 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
3201 Dee St
Shreveport LA 71105
Advisors at this office
3
Advisors at this office
Robert H
CFP®, Series 65, Series 63
Shreveport, LA
LPL Financial
Robert Harper is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. He has previously worked at Royal Alliance and INVEST Financial Corp., and has operated JPJ Investments since 2016. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Beau W
Series 66
Shreveport, LA
LPL Financial
Beau Williams is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with LPL Financial and has previously worked at Royal Alliance, Ameriprise, INVEST Financial Corp., and JPJ Investment. Williams maintains his involvement with JPJ Investment alongside his role at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Hunter G
CFP®, Series 65, Series 63
Shreveport, LA
LPL Financial
Hunter Greene is a financial advisor with LPL Financial based in Shreveport, LA. He holds the CFP® designation along with Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at Royal Alliance from 2017 to 2023 and has been involved with JPJ Investments since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
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