The Villages, FL 3507 Wedgewood Lane Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,430 offices

Location

3507 Wedgewood Lane

The Villages FL 32162

Advisors at this office

2

Advisors at this office

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William B

Series 63

The Villages, FL

LPL Financial

William Blankenship II is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Steven V

Series 66

The Villages, FL

LPL Financial

Steven Van Voorhees Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2023. In addition to his advisory work, he is commissioned as a notary in Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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