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Stephen I

CFP®, Series 66

Birmingham, AL

LPL Financial

Stephen Iaconis is a financial advisor with LPL Financial in Birmingham, AL, holding CFP® and Series 66 credentials and having 25 years of industry experience. He previously worked at Level Four Advisory Services and Osaic FA, Inc. Outside of his advisory role, he is involved in distributing non-variable insurance products through several agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by proprietary research, third-party asset management, and integrated 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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Conrad C

Series 63, Series 65

Birmingham, AL

LPL Financial

Conrad Cook V is a financial advisor affiliated with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at LPL Financial since 2005, following prior roles at Morgan Stanley DW Inc. and Level Four Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

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

CFP®, Series 63

Birmingham, AL

LPL Financial

Crystal Bowles is a financial advisor with LPL Financial based in Birmingham, AL. She holds the CFP® designation and has 25 years of industry experience. Her prior roles include eight years at Bridgeworth, LLC and a previous six-year tenure with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using both proprietary and third-party models.

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

Series 66

Birmingham, AL

LPL Financial

Lexiss Gallegos is a financial advisor with LPL Financial in Birmingham, AL. They hold the Series 66 designation and have experience with firms including Fisher Investments and Financial Advice and Consulting, LLC. Gallegos’s background also includes roles in education and consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable portfolio strategies supported by research and technology.

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