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Samuel G

Series 66

Allen, TX

LPL Financial

Samuel Green is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023. Green has also been associated with Spc and Sigma Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with advanced technologies.

College savings (529s, UTMA, etc.)
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Rusty A

Series 63, Series 66

Allen, TX

LPL Financial

Rusty Acheson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Sigma Financial Corporation, Nylife Securities LLC, and New York Life Insurance Company. He served in the US Navy for seven years. Outside of his advisory role, he operates a faith-based digital content brand called Real Kingdom Courage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of model portfolios, research resources, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Christine S

Series 65, Series 66

Allen, TX

LPL Financial

Christine Sager is a financial advisor with LPL Financial holding Series 65 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Edward Jones and Wisdom Index Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios, research, and various management options.

College savings (529s, UTMA, etc.)
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Wes T

Series 66

Allen, TX

LPL Financial

Wes Taylor is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wes Taylor Agency, LLC and Beaumont Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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