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Sherald H

Series 66

White Hall, WV

LPL Enterprise

Sherald Hill is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 66 credential and has previously worked with Ameriprise Financial Services, Prudential Insurance Company of America, Nationwide Insurance, Wells Fargo Advisors, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Robert K

Series 66

White Hall, WV

LPL Enterprise

Robert Kimble is a financial advisor at LPL Enterprise with seven years of industry experience and holds a Series 66 designation. He has previously worked at Ameriprise Financial Services and Prudential-affiliated firms. Kimble serves on the boards of two nonprofit organizations, the Buckhannon-Upshur Chamber of Commerce and MVBOA, Inc., and operates a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Tax-loss harvesting
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