LPL Financial
Nashville, TN
Independent LPL Financial office in Green Hills offering financial planning and investment advisory services
Quick Facts
Category: Financial Advisors
Address: 2400 Crestmoor Rd # 329, Nashville, TN
Phone: (615) 386-7071
Website: https://lplnashville.com
Service area / notable facts: Green Hills neighborhood, Nashville
Overview
LPL Financial’s Nashville office is located in the city’s established Green Hills neighborhood, at 2400 Crestmoor Rd Suite 329. This location operates as an independent LPL Financial affiliate known for its personalized approach to financial advisory services. The office provides financial planning advisory, investment advisory services, and investment securities.
LPL Financial is recognized nationally as a large broker-dealer network that provides infrastructure and support to independent financial advisors; this model allows advisors at the Nashville office to draw on the resources of a large national institution while maintaining local, personalized client relationships. LPL Financial Nashville states that it focuses on delivering high-quality, personalized wealth management services and financial advice.
The Green Hills area is home to a concentration of Nashville’s upper-middle and upper-income residents and also serves as a significant commercial and financial services hub — a strategic advantage for the office in reaching its target client base of individuals and families seeking retirement planning, wealth management, and investment advisory services. For Nashville residents seeking financial planning, retirement strategy, investment portfolio management, or general wealth advisory services, LPL Financial’s Crestmoor Road office offers an option that combines the backing of a national network with local accessibility. Direct phone contact is recommended for appointments and consultations.
Services
- Financial planning advisory
- Investment advisory services
- Investment securities
- Retirement planning
- Wealth management
What Sets LPL Financial (Nashville) Apart
- Backed by LPL Financial’s national broker-dealer network and infrastructure
- Independent affiliate model allows for personalized, local client relationships
- Located in Green Hills, a hub for Nashville’s upper-income residents and financial services
- Focus on personalized wealth management and financial advice
Frequently Asked Questions
What services does LPL Financial’s Nashville office offer?
Financial planning advisory, investment advisory services, investment securities, retirement planning, and wealth management.
Where is LPL Financial’s Nashville office located?
The office is located at 2400 Crestmoor Rd # 329, Nashville, TN, in the Green Hills neighborhood.
Is the Nashville LPL Financial office independent?
Yes. It operates as an independent affiliate within the larger LPL Financial broker-dealer network, combining national resources with local, personalized service.
Location & Contact
- Address: 2400 Crestmoor Rd # 329, Nashville, TN
- Phone: (615) 386-7071
- Website: https://lplnashville.com
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