Williamsburg, VA 302 Bulifants Blvd 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
302 Bulifants Blvd Suite 201 B
Williamsburg VA 23188
Advisors at this office
4
Advisors at this office
Melissa M
Series 63, Series 66
Williamsburg, VA
LPL Financial
Melissa Murchison is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 66 credentials, and has seven years of industry experience. She has been with LPL Financial since 2024 and is also the owner of MDM Consulting Group LLC. Additionally, she teaches at the University of Richmond School of Professional and Continuing Education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.
Kevin M
Series 66
Williamsburg, VA
LPL Financial
Kevin Mallory is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Edward Jones, and M. Price Distributing Company. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Jason C
Series 66
Williamsburg, VA
LPL Financial
Jason Cooprider is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Jason is also involved with Cooprider Financial Partners, an entity connected to his LPL business. 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 offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.
Warren M
Series 66
Williamsburg, VA
LPL Financial
Warren Martin is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
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