Williamsburg, VA 4801 Courthouse St Suite 110 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, Suite 110
Williamsburg VA 23188
Advisors at this office
4
Advisors at this office
Lyle S
Series 63, Series 65
Williamsburg, VA
LPL Financial
Lyle Schiavone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with LPL Financial since 2009. Schiavone is also the sole owner of Williamsburg Financial Group, an S corporation based in Williamsburg, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.
Connor W
Series 66
Williamsburg, VA
LPL Financial
Connor Ware is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. He has worked with Williamsburg Financial Group and LPL Financial LLC and has been involved with community organizations including the Boys and Girls Club of the Virginia Peninsula and Southwest Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.
Victoria L
Series 63, Series 65
Williamsburg, VA
LPL Financial
Victoria Lyttle is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management strategies.
Carolyn M
Series 66
Williamsburg, VA
LPL Financial
Carolyn Menker is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2013. Outside of her advisory work, she is involved in long-term care insurance sales and pursues photography as a non-investment-related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
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