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Mark S

Series 63, Series 65

Blairsville, GA

LPL Financial

Mark Stevens is a financial advisor with LPL Financial in Blairsville, GA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked with Stevens Wealth Strategies and LPL Financial since 2011 and previously with Securities America Advisors and Veravest Investment Advisors. Stevens is also involved in fixed insurance sales and senior transitions and move management through affiliated business activities. 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 solutions through a large network of advisors, employing various portfolio strategies and 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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Robert M

Series 63, Series 66

Blairsville, GA

LPL Financial

Robert Moore Jr. is a financial advisor with LPL Financial in Blairsville, GA, holding Series 63 and Series 66 licenses, and has 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Edward Jones. Additionally, he serves as the Mayor of Blairsville, Georgia. 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 wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational technology to support client solutions.

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