Waynesboro, VA S. Wayne Ave Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,463 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

222 S. Wayne Ave

Waynesboro VA 22980-4622

Advisors at this office

6

Advisors at this office

user avatar

Joel E

Series 66

Waynesboro, VA

LPL Financial

Joel Elmore is a financial advisor with LPL Financial based in Waynesboro, VA. He holds a Series 66 designation and has two years of industry experience, including prior roles at Positioning Universal Inc and Mission Secure Inc. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with support from in-house and third-party research.

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

David E

CFP®, Series 63, Series 65

Waynesboro, VA

LPL Financial

David Elmore is a CFP® professional affiliated with LPL Financial in Waynesboro, Virginia, with 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with the Elmore Foundation, a nonprofit organization that raises and distributes funds for business education for indigent people globally, and he holds ownership in a local restaurant, Mission Coffee, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

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

Marlana L

Series 66

Waynesboro, VA

LPL Financial

Marlana Lancaster is a financial advisor with LPL Financial in Waynesboro, VA, holding a Series 66 designation and 18 years of industry experience. She has been associated with Linsco Private Ledger since 2007. Outside of her advisory work, she is an officer in a family-owned business, CrossFit Revive, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

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

Lauren M

Series 66

Waynesboro, VA

LPL Financial

Lauren Mundy is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. The firm serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. LPL Financial offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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

Caleb S

Series 66

Waynesboro, VA

LPL Financial

Caleb Snider is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including First Bank & Trust Company and Strategent Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

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

Joshua E

CFP®, Series 66

Waynesboro, VA

LPL Financial

Joshua Elmore is a CFP® professional with 12 years of experience at LPL Financial in Waynesboro, VA. He has worked exclusively with LPL Financial since 2014. His other business activities include operating Financial Management, Inc., a DBA related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

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