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Jason G

Series 66

Carmel, IN

LPL Financial

Jason Guffey is a financial advisor with LPL Financial in Carmel, IN. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2022, he worked at Connectivity Source and held management roles in the food service industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives using customizable strategies and third-party asset management.

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

Series 66

Carmel, IN

LPL Financial

Jack Davidson is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and one year of industry experience. He has previously worked with Blumberg Wealth Advisors, Pneuma Media, and Ballarat Miners, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory solutions including financial planning and access to third-party asset managers, supported by large-scale operational tools and a diverse platform of 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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Alan P

Series 63

Carmel, IN

LPL Financial

Alan Pumphrey is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Carmel, Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.

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

Series 63, Series 66

Carmel, IN

LPL Financial

Joseph Moore is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for six years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, employing both proprietary and third-party strategies across a broad spectrum of asset classes.

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

Series 66

Carmel, IN

LPL Financial

Bruce Blumberg is a financial advisor with LPL Financial in Carmel, Indiana, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing for six years. In addition to his advisory work, he serves as a court-appointed freeholder for Hamilton County Circuit Court. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, asset management, and institutional platform solutions.

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