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Holly H

Series 66

Burleson, TX

LPL Financial

Holly Harsh is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. She has held roles at LPL Financial since 2022 and is also involved with Aspen Custom Homes, LLC. Additionally, Harsh serves on the board of a homeowners' association in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management access and institutional platforms, supported by technology tools for operational and research purposes.

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

CFP®, Series 66

Burleson, TX

LPL Financial

Nathan Harsh is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with LPL Financial since 2022. Prior to this, he spent six years with Wells Fargo Clearing. Outside of his advisory role, he is involved with several private business ventures, including co-ownership in entities such as Aspen Custom Homes, LLC and Keen Capital Holdings, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of advisory services and investment strategies supported by extensive research and technology tools, operating one of the largest networks of investment adviser representatives in the industry.

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