Firm Start Year
2003
No. of Employees
50-99
Bachelors Degree in Business - Marketing
University of Alabama
1981 -1985
Financial Planning Certification (CFP®) - Executive Program for Financial Planning
University of Georgia
2006 -2007
Certified Fund Specialist (CFS) - Mutual Funds, ETFs and Bonds
Institute of Business & Finance
2010 -2011
Accredited Wealth Management Advisor - Financial Planning
College of Financial Planning
2007 -2008
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC