Spartanburg, SC Spartan Blvd 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
775 Spartan Blvd Ste 105
Spartanburg SC 29301-1370
Advisors at this office
3
Advisors at this office
Phillip P
Series 66
Spartanburg, SC
LPL Financial
Phillip Poston is a financial advisor with LPL Financial based in Spartanburg, SC, holding a Series 66 designation and over 21 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Cetera and CETERA Advisor Networks LLC, and he has been a principal at Craig, Barry & Poston, P.A. since 2005. Outside of advisory services, he is involved in tax preparation and accounting through Craig, Barry & Poston, P.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions nationwide. The firm offers a range of advisory and brokerage services, utilizing various portfolio management approaches and supporting advisors with research and operational tools.
William G
Series 66
Spartanburg, SC
LPL Financial
William Granger III is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 11 years of industry experience. He has previously worked with Cetera Advisor Networks and has been involved with Stravolo Wealth Management since 2014, where he provides financial planning and consulting services through an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of advisors. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational tools and research resources.
Kathryn P
CFP®, Series 63
Spartanburg, SC
LPL Financial
Kathryn Premraj is a CFP® professional affiliated with LPL Financial in Spartanburg, SC. She has worked in the financial industry since 2019, including four years at Cetera Advisor Networks and three years at LPL Financial. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third‑party strategies across various investment approaches.
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