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David D

Series 63, Series 65

Austin, TX

LPL Financial

David Dire is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and offering 30 years of industry experience. Prior to joining LPL Financial in 2023, he worked at UBS Financial Services for 15 years and Citigroup Global Markets for seven years. 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 offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

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

CFP®, Series 63

Austin, TX

LPL Financial

Joseph Inskeep is a CFP® professional with 15 years of experience in the financial services industry. He is currently associated with LPL Financial and has held roles at several firms including MWA Financial Services Inc, Modern Woodmen of America, and Ark Financial Advisors. Outside of advisory work, he is the owner of 512 Seasoning Company, a home-based business. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

CFP®, Series 66

Austin, TX

LPL Financial

Michael Pumo is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior roles include positions at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is involved in the ownership of several restaurant and bar businesses in the Austin, Texas area. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions supported by advanced operational tools.

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