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Mitchell S

Series 63, Series 65

Dallas, TX

LPL Financial

Mitchell Stevens III is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over 30 years at Primerica Financial Services before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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

Series 65, Series 63

Dallas, TX

LPL Financial

Lawrence Lowe is a financial advisor at LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Outside of advising, he is a managing partner of Swol Lyfe, an e-commerce business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining advisory platforms with extensive 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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Scott P

Series 63, Series 65

Dallas, TX

LPL Financial

Scott Parrish is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for about a decade. Outside of finance, he serves as a pastor at Bullard Southern Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning and third-party asset management, combining scale and breadth with platforms supporting discretionary and non-discretionary investment strategies.

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

Series 63, Series 65

Dallas, TX

LPL Financial

David Suderman is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services for a decade. Outside of financial advising, he is the sole owner of Sugar Fluff Co, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment solutions, utilizing a network of investment adviser representatives supported by proprietary 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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