Richard Heagen Jr. is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 63 designation and bringing 40 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he has been involved in insurance and tax-related businesses, including serving as an agent for fixed insurance products and maintaining a tax entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Ryan Heagen is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has served in the U.S. Navy for over 15 years and also works with American Airlines. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through its national network of investment adviser representatives.