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Liam Patrick Vincent

Advisor at LPL Financial — Riverton, WY 308 E. Main Street

Updated today

Credentials

Series 66

Experience

5 years

Location

Riverton, WY 82501

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Liam Vincent is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2021 and operates Vincent Financial Services, a related business. His prior experience includes roles at Carroll College, Central Wyoming College, and the University of Redlands. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Riverton, WY 308 E. Main Street

308 E. Main Street

Riverton WY 82501

Advisors at this office

3

Most active in

Wyoming

Work history

5 years of industry experience

LPL Financial

2021 - Present • 5 years

Riverton, WY

Vincent Financial Services

2020 - Present • 6 years

Riverton, WY

Carroll College

2017 - 2020 • 3 years

Helena, MT

Central Wyoming College

2017 - 2017 • 1 year

Riverton, WY

University of Redlands

2015 - 2017 • 2 years

Redlands, CA

Disclosures

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

Business activities & affiliations

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Kathleen P

Series 65

Riverton, WY

Fremont Financial Advisors Inc.

Kathleen Parker is a financial advisor at Fremont Financial Advisors Inc. in Riverton, WY, with 13 years of industry experience. She holds a Series 65 designation and has been with Fremont Financial Advisors since 2007. Parker is also licensed to sell life, accident, health, sickness, and disability insurance in Wyoming, dedicating approximately 10% of her time to this area. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households by providing comprehensive financial planning and coordinating with external specialists. The firm facilitates client investment through third-party RIAs and a digital advisory option without directly managing client assets.

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing Founder/Business Owner
user avatar

James P

Series 63, Series 66, Series 65

Riverton, WY

Fremont Financial Advisors Inc.

James Parker is a financial advisor with Fremont Financial Advisors Inc. in Riverton, WY, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He has been associated with Fremont Financial Advisors since 2013 and also owns interests in Wyoming Benefits, Inc. and Sun Realty Inc., where he serves as a real estate broker. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households by providing comprehensive financial planning and coordinating external specialists. The firm offers access to outsourced investment management through multiple platforms and integrates real estate and insurance services into its total asset management planning.

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing Founder/Business Owner
user avatar

Michael Z

Series 63

Riverton, WY

Commonwealth Financial Network

Michael Zirbel is a financial advisor at Commonwealth Financial Network with 43 years of industry experience. He holds the Series 63 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios using various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Grace A

ChFC®, Series 66

Riverton, WY

Edward Jones

Grace Andrus is a ChFC® and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2014, accumulating nine years of industry experience. She serves on the City of Riverton Planning Commission in Wyoming. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Business ownership considerations General retirement planning Wealth management Military & Veterans Founder/Business Owner Intergenerational Families
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Michael P

CFP®, Series 66

Riverton, WY

Edward Jones

Michael Pryor is a financial advisor at Edward Jones in Riverton, Wyoming, holding the CFP® and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as vice-chairman of the City of Riverton Airport Board and is involved in managing several private business ventures and investment entities, including a limited partnership focused on energy investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert O

Series 63

Riverton, WY

LPL Financial

Robert Olson is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has been affiliated with LPL Financial since 1993 and has worked with various insurance companies since 1996. Outside of his advisory role, Olson is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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