St. George, UT 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
St. George UT
Advisors at this office
4
Advisors at this office
Jamie L
Series 63, Series 65
St George, UT
LPL Financial
Jamie Lloyd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Prior to joining LPL Financial in 2025, he held positions at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad range of investment options.
Robin K
Series 66
Saint George, UT
LPL Financial
Robin Kennedy is a financial advisor with LPL Financial in Saint George, Utah. He holds the Series 66 designation and has been affiliated with LPL Financial since 2009 and with Chen Financial Group, LLC since 2006. 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 offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.
Randal N
Series 63, Series 65
St. George, UT
LPL Financial
Randal Nicholls is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at LPL Financial since 2009 and was previously with Mutual Service Corporation from 2002 to 2009. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Parker H
Series 66
St George, UT
LPL Financial
Parker Hansen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at The Insurance Box and served a church service mission. Outside of his advisory role, he maintains occasional W-2 employment with DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.
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