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Steve S

Series 63

Amarillo, TX

LPL Financial

Steve Sterling is a financial advisor with LPL Financial in Amarillo, TX, holding a Series 63 designation and 32 years of industry experience. He previously worked at Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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April B

Series 65

Amarillo, TX

LPL Financial

April Bates is a financial advisor with LPL Financial in Amarillo, Texas. She holds a Series 65 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Coldwell Banker for four years and held positions in other industries including manufacturing and brewing. She is also involved with Squishy Faces LLC, a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad range of non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Justin B

Series 63, Series 65

Amarillo, TX

LPL Financial

Justin Bates is a financial advisor with LPL Financial based in Amarillo, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at ICA Group Wealth Management, Swan Wealth Advisors, and First Allied Advisory Services. He is also licensed as a non-variable insurance agent, offering term and whole life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a range of investment options and uses research and technology tools to assist in portfolio management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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