Unclaimed
Landon Twiggs is a financial advisor who is currently registered with LPL Financial LLC in Charlotte, North Carolina. Landon has been in the financial industry since April 14, 2022. Prior to joining LPL Financial LLC, Landon was associated with J.P. MORGAN SECURITIES LLC in Ellisville, Missouri and TD AMERITRADE, INC. in St. Louis, Missouri. Landon holds the Series 7TO, Series 63, and SIE licenses. Landon specializes in providing financial planning and investment advice to individuals, businesses, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/24/2023 - Present
LPL Financial LLC (CHARLOTTE NC)
MO
06/06/2022 - 04/01/2023
J.P. MORGAN SECURITIES LLC (Ellisville MO)
MO
07/01/2021 - 10/12/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 07/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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