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Felicia E

Series 66

Carrollton, TX

LPL Financial

Felicia Erwin Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she works as an independent agent selling United Healthcare health and Medicare products, provides tax preparation services, serves as a commissioned notary public in Texas, and is a board member of a nonprofit municipal utility district. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios and research, and incorporates both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Thomas C

Series 66

Carrollton, TX

LPL Financial

Thomas Clark is a financial advisor with LPL Financial who holds a Series 66 designation and has 17 years of industry experience. His work history includes roles at Transamerica Capital Inc and Fisher Investments before joining LPL Financial. Clark is also a partner in a family partnership, Stryder Asset Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives, utilizing a variety of investment strategies and technology tools.

College savings (529s, UTMA, etc.)
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Charlotte B

CFP®, Series 63, Series 65

Carrollton, TX

LPL Financial

Charlotte Birk is a Certified Financial Planner (CFP®) with 27 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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James A

Series 63, Series 65

Carrolton, TX

LPL Financial

James Adcock Jr. is a financial advisor with LPL Financial in Carrollton, TX, holding Series 63 and Series 65 registrations. He has 38 years of industry experience, including 15 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Larry F

Series 63, Series 66

Carrollton, TX

LPL Financial

Larry Fousie II is a financial advisor with LPL Financial based in Carrollton, TX. He holds Series 63 and Series 66 designations and has 20 years of industry experience, including 15 years at LPL Financial. He is also the vice president of a local professional networking group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

College savings (529s, UTMA, etc.)
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