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Teddy Hallows

Advisor at LPL Financial

Updated today

Location

Salina, UT 84654

Credentials

CFP®, Series 63, Series 65

Industry experience

34 years

About

Teddy Hallows is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at Royal Alliance, HD Vest Insurance Agency Inc, and H.D. Vest Advisory Services, spanning several decades. Outside of financial advising, he is involved in tax preparation through Hallows & Company and co-owns an agricultural business, TV Farms LLC, in Salina, UT. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm provides a range of investment solutions supported by an in-house research team and 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

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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

155 W. Main, Ste. 2

Salina, UT 84654

Most active in

Utah

Work history

LPL Financial

2022 - Present (4 years)

Royal Alliance

2020 - 2022 (2 years)

HD Vest Insurance Agency Inc

2014 - 2020 (6 years)

H. D. Vest Advisory Services

2009 - 2020 (11 years)

H.D. Vest Investment Services

1991 - 2020 (29 years)

SELF-EMPLOYED

1980 - Present (46 years)

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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Cheri M

CFP®, Series 63, Series 66

Payson, UT

Raymond James Financial

Cheri Measom is a CFP®-certified financial advisor with Raymond James Financial, bringing 26 years of industry experience. She has worked with Raymond James since 2004 and has a background in accounting, CPA, and tax preparation dating back to 2006. Measom is also involved in managing Pointe Wealth Management as branch manager. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and extensive use of asset-allocation analysis and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Natalie S

Series 63, Series 65

Richfield, UT

LPL Financial

Natalie Sorensen is a financial advisor at LPL Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Parkland Securities, LLC, and operated Sorensen Investment & Tax Consulting Inc. She is also involved in Sorensen, Winn and Associates, a non-variable insurance business. 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 variety 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
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Richard W

Series 63, Series 65

Payson, UT

Raymond James Financial

Richard Weller is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at Pointe Wealth Management and Fidelity Investments. Outside of his advisory work, he is involved with Chase Weller, a support company based in Payson, UT. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and modeling tools to develop tailored recommendations, often serving in an advisory and implementation-support capacity rather than as a delegated manager.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Landon W

Series 63, Series 65

Richfield, UT

LPL Financial

Landon Winn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Parkland Securities, LLC and Sorenson Investment & Tax. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple portfolio management options.

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