St Augustine, FL Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.

The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.

Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.

Based on LPL Financial

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

St Augustine FL

Advisors at this office

7

Advisors at this office

user avatar

Kenneth T

CFP®, ChFC®, Series 63, Series 65

Saint Augustine, FL

LPL Financial

Kenneth Tucker Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2023, following eight years at First Command Advisory Services and related affiliates. He also manages Tucker Financial Services, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of research and portfolio management options.

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

Matthew J

Series 63, Series 66

St Augustine, FL

LPL Financial

Matthew Jackson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Outside of his advisory role, he is involved with AllenJackson LLC, a real estate rental business. 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 discretionary and non-discretionary management, supported by research and various third-party subadvisors.

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

Curtis B

Series 66

Saint Augustine, FL

LPL Financial

Curtis Bush is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Merrill, and Bank of America. Outside of his advisory work, he is also involved in music as an artist through Clayton Bush Music. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Chrystal G

Series 63, Series 66

St Augustine, FL

LPL Financial

Chrystal Goland is a financial advisor with LPL Financial based in North Hampton, NH. She holds Series 63 and Series 66 credentials and has 18 years of industry experience. Prior to joining LPL Financial in 2018, she worked at THE O.N. Equity Sales Company and Ohio National Financial Services. She is involved with Seacoast Financial Network, a DBA for her LPL business. 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 advisory programs and financial planning services, with both discretionary and non-discretionary management options supported by research and model portfolios.

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

Charles M

Series 66

St. Augustine, FL

LPL Financial

Charles Musil is a financial advisor with LPL Financial in St. Augustine, FL, holding a Series 66 designation and over 25 years of industry experience. His prior roles include positions at ARCH Global Advisors, Cadaret, Grant & Co., Inc., and American Portfolios Financial Services, Inc. Outside of advising, he is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, utilizing model portfolios and research from multiple sources, along with discretionary and non-discretionary management options.

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

Daniel G

Series 63, Series 66

St Augustine, FL

LPL Financial

Daniel Goland is a financial advisor with LPL Financial in North Hampton, NH, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at The O. N. Equity Sales Company and Ohio National Financial Services. He is also the owner of Seacoast Tax Strategies, LLC, which provides tax preparation and accounting services. 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 advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management options supported by proprietary and third-party research.

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

Bonnie F

Series 63, Series 65

St Augustine, FL

LPL Financial

Bonnie Faherty is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. Faherty also has involvement with the Dawn Chambers Agency Inc, focusing on fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

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