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David D
Series 63, Series 65
Austin, TX
LPL Financial
David Dire is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked at UBS Financial Services Inc for 15 years before joining LPL Financial in 2023. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.
Joseph I
CFP®, Series 63
Austin, TX
LPL Financial
Joseph Inskeep is a CFP®-designated financial advisor with LPL Financial, based in Austin, TX, and has 15 years of industry experience. He has worked at several firms including MWA Financial Services, Modern Woodmen of America, and various financial advisory firms. Outside of his advisory role, he is the owner of 512 Seasoning Company, a home-based seasoning business he started in 2019. 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 wide range of advisory programs and services, including financial planning, model portfolios, retirement consulting, and incorporates both discretionary and non-discretionary management approaches.
Michael P
CFP®, Series 66
Austin, TX
LPL Financial
Michael Pumo is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with LPL Financial, having joined in 2023 after spending 12 years at UBS Financial Services Inc. In addition to his advisory work, Pumo is involved in the restaurant and bar business in Austin and San Marcos, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary research, third-party subadvisors, and innovative technologies.
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