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Ryan H

CFP®, Series 63, Series 65

Atlantic Beach, NC

LPL Financial

Ryan Hale is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. Prior to that, he worked at Cetera Investment Services and Banc of America Investment Services. Outside of his advisory role, he is involved with Hale Investment Group, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment solutions, including access to third-party asset management and institutional platforms, supported by advanced advisor tools and a large network of over 22,800 advisors.

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