Williamsburg, VA 4801 Courthouse St. Ste 302 Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Location
4801 Courthouse St. Ste 302
Williamsburg VA 23188
Advisors at this office
4
Advisors at this office
Deann R
Series 63, Series 65
Williamsburg, VA
LPL Financial
Deann Rinehart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Securities America. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by model portfolios, research, and various management options.
Albert H
Series 63, Series 65
Williamsburg, VA
LPL Financial
Albert Haskins is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 credentials and with 16 years of industry experience. He has worked at LPL Financial since 2025 and previously spent over a decade at 1st Advantage Credit Union and CUSO Financial Services. Outside of his advisory role, Haskins serves as the head boys basketball coach at Bruton High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, supported by research and various portfolio management options.
Zachary S
Series 66
Williamsburg, VA
LPL Financial
Zachary Sprinkle is a financial advisor with LPL Financial in Williamsburg, VA. He holds a Series 66 designation and began his advisory career in 2024. Prior to joining the financial industry, he has work experience with companies including Amazon and The Vitamin Shoppe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.
Christopher P
Series 66
Williamsburg, VA
LPL Financial
Christopher Parker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at WB Jackson & Associates for ten years before joining LPL Financial. 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 provides financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
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