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Robert H
Series 63, Series 65
Centennial, CO
LPL Financial
Robert Howell is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sigma Financial Corporation, OneAmerica Securities, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, Howell is employed part-time at Advance Auto Parts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.
David A
Series 63, Series 65
Centennial, CO
LPL Financial
David Anson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Western International Securities, Inc. for 15 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.
James L
Series 66
Centennial, CO
LPL Financial
James Lee is a financial advisor with LPL Financial in Centennial, CO, holding a Series 66 credential and 12 years of industry experience. Since 2014, he has worked at LPL Financial and also owns Cedar Valley Tax Services, where he prepares individual and small business tax returns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services.
Robin K
ChFC®, Series 63
Centennial, CO
LPL Financial
Robin Kearney is a financial advisor at LPL Financial with 38 years of industry experience and holds the ChFC® and Series 63 designations. Prior to joining LPL Financial, Kearney worked at Linsco Private Ledger from 2005 to present. Outside of advisory work, Kearney is involved as a CPA, bookkeeper, and tax preparer through Integrated Strategies, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.
Steven V
Series 63
Centennial, CO
LPL Financial
Steven Vansky is a financial advisor with LPL Financial in Centennial, Colorado, holding a Series 63 designation and bringing 29 years of industry experience. He has been associated with LPL Financial and its predecessor entities since 1998 and runs the Investment Planning Center, where he has worked for 26 years. In addition to his advisory work, he is involved in tax preparation services and holds a role related to Bright Health focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research, offering both discretionary and non-discretionary management options.
William F
Series 66
Centennial, CO
LPL Financial
William Frye is a financial advisor with LPL Financial in Centennial, CO, holding a Series 66 designation and 45 years of industry experience. His prior roles include positions at FamilyWealth Advisers, LLC, Advisersource.com LLC, Intervest International Equities Corp., Jolliffe Capital, Inc., and Spectrum Financial Concepts LLC. Frye is also involved in an investment-related business under Frye Financial, Inc. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.
Jennifer F
Series 63, Series 66
Centennial, CO
LPL Financial
Jennifer Frey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at First Financial Equity Corporation for 12 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Robert N
Series 63, Series 65
Centennial, CO
LPL Financial
Robert Newman is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.
Emma T
Series 66
Centennial, CO
LPL Financial
Emma Tanabe is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, she worked at Oracle and Oracle Japan for a combined eight years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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