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Joseph G

Series 63, Series 65

Carrollton, GA

LPL Financial

Joseph Garrett is a financial advisor with LPL Financial in Carrollton, Georgia, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in publishing through Chapel Heights Publishing, LLC. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisory representatives.

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

Series 63, Series 65

Carrollton, GA

LPL Financial

Jeremy Sabo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is an author of a book on the history of the track and field program at Carrollton High School and is certified as an athletics official by USA Track & Field. 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 portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives supported by research and technology tools.

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

CFP®, Series 63

Carrollton, GA

LPL Financial

Steven Holmes is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at Cetera Advisors LLC for five years and has operated Holmes Financial Group, Inc. since 2001, which also provides income tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment options through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 66

Carrollton, GA

LPL Financial

Helen Reeve is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America Merrill Lynch and Merrill. Outside of her advisory role, she has been involved with Garrett & Robinson Investment Management & Wealth. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

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

Series 63, Series 65

Carrollton, GA

LPL Financial

Clayton Robinson is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He worked at Synovus Securities, Inc. for 10 years prior to joining LPL Financial in 2008. Outside of his advisory role, he is involved in firearms sales and ownership transfer services through a private business. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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