Signal Mtn, TN 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
424 Hampton Road
Signal Mtn TN 37377
Advisors at this office
4
Advisors at this office
Adam B
PFS™, Series 63
Signal Mtn, TN
LPL Financial
Adam Bridges is a financial advisor with LPL Financial, holding the PFS™ and Series 63 credentials and bringing 11 years of industry experience. His previous roles include positions at Market Street Partners and Creswell Richardson. Outside of advising, he also engages in tax preparation and accounting services as a certified public accountant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.
Melissa S
CFP®, Series 63, Series 66
Signal Mtn, TN
LPL Financial
Melissa Street is a CFP® professional currently with LPL Financial and has 14 years of industry experience. She previously worked at Royal Alliance Associates for 13 years before joining LPL Financial in 2024. Outside of her advisory role, she is a state-licensed notary in Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Frank P
Series 63, Series 66
Signal Mtn, TN
LPL Financial
Frank Powell is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OSAIC for 35 years. Outside of advisory work, he is a business owner of Extreme Concrete Pumping LLC. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
Laurie P
Series 63, Series 66
Signal Mtn, TN
LPL Financial
Laurie Powell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She worked at Royal Alliance Associates, Inc. for 30 years before joining LPL Financial in 2024. Outside of advisory services, she is involved in farming through a family business entity that leases land for agricultural purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and customized strategies supported by advanced operational tools.
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