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Kathleen F

Series 63, Series 66

Mount Pleasant, SC

LPL Enterprise

Kathleen Flinton is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses, and has 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Liberty Partners Financial Services, and Coastal Financial Planning Group. She has been associated with Wilco Capital in a non-investment-related capacity since 2018. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, wrap programs, and non-securities products such as affiliated trust custody and insurance services.

Tax-loss harvesting
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Amal G

CFP®, ChFC®, Series 66

Mt. Pleasant, SC

LPL Enterprise

Amal Gawle is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products through affiliated entities.

Tax-loss harvesting
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Alexandria T

Series 66

Mount Pleasant, SC

LPL Enterprise

Alexandria Trull is a financial advisor at LPL Enterprise with seven years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, LPL Financial, Red Ventures, and Brewco Marketing Group. Outside of her advisory role, she is a business owner of Project Lean Nation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment implementation is typically model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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