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Shaoying Q

Series 66

The Woodlands, TX

LPL Enterprise

Shaoying Qing is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Qing held positions at Pruco Securities LLC and GHA Capstone, LLC. Qing has also been involved with an e-commerce LLC and has experience at Texas Tech University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
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Jacob B

Series 65, Series 63

The Woodlands, TX

LPL Enterprise

Jacob Bazzrea is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and New York Life Insurance Co. Outside of his advisory work, he is employed as an AI tutor. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Daniel B

Series 63, Series 65

The Woodlands, TX

LPL Enterprise

Daniel Bosworth is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as an investor representative linked to non-variable insurance with Blue Cross Blue Shield of Texas and Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Andrew K

Series 63, Series 65

The Woodlands, TX

LPL Enterprise

Andrew Kirwin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, MassMutual Life Insurance Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He receives residual income from insurance business placed during his previous employment. 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, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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