CPC Advisors
43yrs
Top advisor by experience in Dalton
4yrs
Vance Embry is a fiduciary financial advisor in Dalton, Georgia, with 4 years in the industry. Vance joined LPL Financial in 2024, after two years at Raymond James Financial Services Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 35 advisors with offices in Dalton, and one of 32 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office603 S Thornton Ave Suite 204, Dalton, GA 30720
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- Sep 2022 – Sep 2024
Contact Vance
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Vance. 603 S Thornton Ave Suite 204Dalton, GA 30720Office · Get directions Facebook pageLPL Financial
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Questions to ask Vance
Tailored to Vance’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Vance
How do I contact Vance?
Call LPL Financial at (704) 733-3300 and ask for Vance Embry. Vance works from the Dalton, GA office.
How long has Vance been a financial advisor?
Vance has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Vance hold?
Series 66. Tap any license on this page to see what it allows.
Is Vance a fiduciary?
Vance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vance paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Vance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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