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Robert B

Series 66

Dalton, GA

LPL Financial

Robert Bishop is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. His prior work includes roles with FoundationWealth and as an educator at Dalton City Schools and Christian Heritage School. He is also a commissioned notary public in the state of Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by technology and research tools.

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

Series 66

Dalton, GA

LPL Financial

James Boling is a financial advisor with LPL Financial, holding a Series 66 designation and bringing experience from previous roles at FoundationWealth and a 15-year career with the Whitfield County Sheriff's Office. He serves as a board member of the Dalton Golf and Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a focus on providing customizable investment strategies and access to various 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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James M

Series 66

Dalton, GA

LPL Financial

James Mc Allister is a Series 66-credentialed advisor with LPL Financial and Foundation Wealth, with one year of experience at both firms. Prior to this, he worked three years at Insurance Hub and spent 19 years at the Whitfield County Sheriff's Office. 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, supported by a large network of investment adviser representatives.

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

Series 66

Dalton, GA

LPL Financial

Matthew Queener is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous experience with Cambridge Investment Research Inc. He has also served as a teacher at Whitfield County Schools since 2011. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions 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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Wilburn H

CFP®, Series 66

Dalton, GA

LPL Financial

Wilburn Hudson is a CFP® credentialed financial advisor at LPL Financial with 16 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Resource Horizons Investment Advisory, Valic Financial Advisors, and Edward Jones. Outside of his advisory role, he is involved in airplane rentals in Dalton, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by 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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