Tampa, FL 6536 E Hillsborough Ave Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

6536 E Hillsborough Ave

Tampa FL 33610

Advisors at this office

11

Advisors at this office

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Omar C

Series 65

Tampa, FL

LPL Financial

Omar Corona is a financial advisor at LPL Financial in Tampa, FL, holding a Series 65 designation. He has one year of industry experience and previously served five years in the U.S. Navy. Corona’s background also includes work at Suncoast Credit Union and education at Rutgers University. 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 investment programs and utilizes various advisory tools while overseeing over $819 billion in discretionary assets through a large network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lisa M

Series 63, Series 66

Tampa, FL

LPL Financial

Lisa Middleton is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. Her prior roles include positions at USAA-affiliated firms and Suncoast Credit Union, where she also serves as a service associate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan R

Series 65, Series 63

Tampa, FL

LPL Financial

Ryan Rodriguez is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 65 and Series 63 certifications. Prior to joining LPL Financial in 2022, he worked at T. Rowe Price for five years and has been associated with Suncoast Credit Union and CUNA Brokerage Services since 2021. Outside of advising, he serves as a finance supervisor for HLR Trucking. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies implemented by its network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hossam N

Series 66

Tampa, FL

LPL Financial

Hossam Nasser is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Raymond James Financial Services, and CUNA Brokerage Services. He is also involved with Suncoast Credit Union in an investment-related capacity. 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 wide range of advisory and brokerage services, utilizing various portfolio management approaches and technology tools to support advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Colin W

Series 65, Series 63

Tampa, FL

LPL Financial

Colin Wieand is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 credentials and having one year of industry experience. Prior to joining LPL Financial, he worked at Suncoast Credit Union and Abyde. He has also been involved in landscape design through Zeager Landscape Designs & Nursery LLC. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and a diverse set of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steve T

Series 63, Series 65

Tampa, FL

LPL Financial

Steve Tonello is a financial advisor with LPL Financial based in Tampa, FL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Securities LLC, as well as employment at the University of South Florida. 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 and brokerage services, including financial planning and model portfolio programs, and supports its advisors with various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hope C

Series 66

Tampa, FL

LPL Financial

Hope Clough is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2022, she worked for CUNA Brokerage Services, Inc. for 17 years and has also served as a consultant for Suncoast Schools FCU since 1999. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael V

Series 65, Series 63

Tampa, FL

LPL Financial

Michael Varon is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including Suncoast Credit Union and CUNA Brokerage Services, and has been with LPL Financial since 2022. In addition to his advisory role, he is involved with Suncoast Credit Union in a financial institution capacity. 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 portfolio programs, and institutional platforms, supported by extensive technology tools and oversight of more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Donald B

CFP®, Series 63, Series 65

Tampa, FL

LPL Financial

Donald Burt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held previous roles at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Outside of his advisory work, Burt is a business owner of Lightforged Logistics. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Margaret L

Series 65

Tampa, FL

LPL Financial

Margaret Letchworth is a Series 65-licensed financial advisor with LPL Financial, bringing 22 years of industry experience. She previously worked for CUNA Brokerage Services, Inc. for 18 years and has been associated with Suncoast Schools Federal Credit Union for over three decades. 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 financial planning and asset management services, utilizing both proprietary and third-party investment strategies through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Roy E

Series 66

Tampa, FL

LPL Financial

Roy Echols is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following a 22-year tenure at CUNA Brokerage Services, Inc. He has also been associated with Suncoast Schools FCU / Members Trust Company for over 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions, including third-party asset management access and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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