user avatar

Brian East

Advisor at LPL Financial

Updated today

Location

Accomac, VA 23301

Credentials

CFP®, Series 63, Series 65

Industry experience

27 years

About

Brian East is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2018. He has previously worked at Cadaret, Grant & Co., Inc. and maintains a long-standing association with Atlantic Commonwealth Advisors. Outside of his advisory work, he is involved in insurance agency activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio options through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

23386 Front St Ste 2

Accomac, VA 23301

Most active in

Maryland · Texas · Virginia

Work history

LPL Finanical LLC

2018 - Present (8 years)

Cadaret, Grant & Co., Inc.

2016 - 2018 (2 years)

Atlantic Commonwealth Advisors

2012 - Present (14 years)

Cadaret, Grant & Co., Inc.

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John F

CFP®, Series 65

Onancock, VA

Financial Solutions

John Fiege is a CFP® and Series 65 credentialed financial advisor with 23 years of experience, serving as the sole advisor at Financial Solutions since 2003. He operates an independent, fee-only advisory firm based in Onancock, VA. Financial Solutions provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and municipal clients. The firm employs a long-term strategic asset allocation approach using a blend of passive and active investments, and it offers a range of services including pension consulting, educational seminars, and tax-preparation support.

Cash flow / budgeting General tax planning College savings (529s, UTMA, etc.)
user avatar

Frank A

Series 63, Series 65, Series 66

Painter, VA

Investment Partners Asset Management

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing
user avatar

Christopher D

Series 63

Onancock, VA

Kingswood Wealth Advisors, LLC

Christopher Doyle is a financial advisor at Kingswood Wealth Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked at Kingswood Capital Partners, Benchmark Investments, Benchmark Advisory Services, and Securities America. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients' goals and risk tolerance while providing portfolio management, third-party manager oversight, and consulting services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
user avatar

James N

Series 66

Accomac, VA

Wells Fargo Clearing

James Newsom is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at ESO Arts Center and Robert W Young, CPA & Associates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
user avatar

Glen T

Series 66

Onley, VA

LPL Financial

Glen Tyler is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Kestra Financial, SunTrust Advisory Services, and SunTrust Investment Services. Tyler serves as a commissioner on the Accomack County Planning Commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Jeremy M

Series 66

Onley, VA

LPL Financial

Jeremy Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2011, with a three-year period at Kestra Investment Services, LLC between 2016 and 2019. Outside of his advisory role, he serves as a girls high school lacrosse official. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")