Winter Haven, FL E Central Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,678 advisors across 10,430 offices

Location

141 E Central Ave, Ste 450

Winter Haven FL 33880

Advisors at this office

3

Advisors at this office

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Jeffrey S

Series 63, Series 65

Winter Haven, FL

LPL Financial

Jeffrey Simpson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is a business owner of A New Pointe Dance in Winter Haven, Florida. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and portfolio management tools.

College savings (529s, UTMA, etc.)
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Brian H

Series 65, Series 66

Winter Haven, FL

LPL Financial

Brian Hemp is a financial advisor with LPL Financial, holding Series 65 and Series 66 designations and bringing 25 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he assists with providing class sets of books for teachers through a side activity supporting an educational initiative and hosts a podcast called Donuts in the Basement. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Michael T

Series 66

Winter Haven, FL

LPL Financial

Michael Tanner is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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