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Delvin J

CFP®, ChFC®, Series 63, Series 65

Huntersville, NC

LPL Enterprise

Delvin Joyce is a CFP® and ChFC® with 20 years of experience in financial services. He currently works with LPL Enterprise and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is an ESPN broadcaster for college football games and hosts a related podcast. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s research team and third-party strategists, and it offers access to financial planning, asset management, and affiliated insurance and trust services.

Tax-loss harvesting
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Latasha A

Series 66

Huntersville, NC

LPL Enterprise

Latasha Anderson is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and maintains an affiliation with Prosperity Wealth Group. Outside of her advisory role, she provides financial literacy and personal finance presentations and engages in social media affiliate marketing. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and offers services that include financial planning, consulting, and access to third-party asset managers and wrap programs.

Tax-loss harvesting
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