Keri Holton, CPRC, CRPS, is a financial advisor currently employed at LPL Financial since November 2022, providing securities and advisory services as a Registered Investment Advisor. Prior to this role, Keri served as a financial advisor at TCP Asset Management from June 2018 to November 2022, and as a senior retirement consultant at Lincoln Financial Network from July 2003 to May 2018. In the role at Lincoln Financial Network, Keri specialized in assisting retirement plan participants with education and services focused on retirement needs analysis, risk tolerance assessment, and income distribution strategies. Keri holds a Bachelor of Arts in Psychology from Ohio University, earned between 1995 and 1999.
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