Vance Walker Embry
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial, LLCSep 2024 to now
- Windemere Landowners Association, Inc.Aug 2020 to now
- Raymond James Financial Services Advisor, Inc.Sep 2022 to Aug 2024
- Barker Petway Investment and Retirement ManagementJul 2022 to Aug 2024
- Raymond James Financial Services, Inc.Jul 2022 to Aug 2024
- Shaw IndustriesSep 2011 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7601075
- Firm CRD
- 6413