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Jacquelyn B
Series 63, Series 65
Boerne, TX
LPL Financial
Jacquelyn Baker is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 28 years of industry experience, including roles at H. Beck, Inc., Grove Point Investments, LLC, and Grove Point Advisors, LLC. Baker also has longstanding involvement in insurance-related business activities through several entities. 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, third-party asset management, and institutional platforms.
Kevin F
Series 63, Series 65
Boerne, TX
LPL Financial
Kevin Foreman is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including 12 years at Thrivent Investment Management prior to joining LPL Financial in 2016. Foreman also serves as a life and fixed annuities agent with Pietsch Wealth Management Group. 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 portfolio management services, utilizing a broad advisor network and technology tools to support discretionary and non-discretionary investment strategies.
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