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Steve H

Series 66

Tallahassee, FL

LPL Enterprise

Steve Halsell is a financial advisor with LPL Enterprise in Tallahassee, FL, holding the Series 66 designation and 21 years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley DW Inc. He is also a business owner of Halsell Laffitte LLC. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions.

Tax-loss harvesting
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Morgan L

Series 63, Series 65

Tallahassee, FL

LPL Enterprise

Morgan Laffitte is a financial advisor with LPL Enterprise in Tallahassee, FL, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. He serves as a non-profit board member of the Pinewood Professional Office Condo Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and wrap programs, and includes services in insurance, trust custody, and collateralized lending.

Tax-loss harvesting
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Elizabeth J

Series 66

Tallahassee, FL

LPL Enterprise

Elizabeth Jackson is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. Prior to joining LPL Enterprise, she worked at WestEd and Leon County Schools for a total of 13 years. She serves as a board member on the Leon County Library Advisory Board. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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