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Apryl P

Series 65, Series 63

Cincinnati, OH

LPL Financial

Apryl Pope is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked with several firms, including Ameritas Investment Corp. and Capital Choice Financial Services, and currently operates Pope Financial Planning, LLC. Outside of her advisory role, she provides legal consulting through a subscription service. 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 other institutions. The firm supports its advisors with various portfolio management options and technology tools while maintaining oversight of substantial discretionary assets across a broad advisor network.

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

Series 63, Series 66

Cincinnati, OH

LPL Financial

Tracey Brooks is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at Ameritas Investment Corp, Capital Choice Financial Services, and Fifth Third Securities. Brooks is also active in delivering presentations related to investment topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services with a mix of proprietary research models, 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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