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William B

Series 66

Durango, CO

LPL Financial

William Bingaman is a financial advisor at LPL Financial in Durango, Colorado, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Legacy Financial Advisors and Fort Lewis College. 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 utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational 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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Travis H

Series 66

Durango, CO

LPL Financial

Travis Holgate is a financial advisor at LPL Financial in Durango, Colorado, holding a Series 66 designation with four years at LPL and a total of eight years in the financial industry. His prior experience includes roles at TruWest Auto, Action Pages, and Bradsby Group. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

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

Series 65, Series 63

Durango, CO

LPL Financial

Hunter Allmon is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. Outside of his advisory role, he has been involved with Clements Investment Group, LLC in a non-investment capacity since 2014. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment approaches including 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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Calvin R

Series 66

Durango, CO

LPL Financial

Calvin Romero is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc from 2012 to 2022. Outside of his advisory roles, Romero is involved as a caregiver with People Care in Delta, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational 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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Michael B

Series 63, Series 65

Durango, CO

LPL Financial

Michael Balster is a financial advisor with LPL Financial in Durango, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Securities America Advisors and Securities America, Inc. from 2012 to 2022, as well as UNITED PLANNERS' FINANCIAL SERVICES of AMERICA from 2006 to 2012. Balster is also involved with Legacy Financial Advisors and Clements Group Insurance Sales in capacities related to investment and insurance services. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a variety of 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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William C

Series 66

Durango, CO

LPL Financial

William Clements is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, and Nations Financial Group. Outside of advisory work, he is involved with Clements Group Insurance Sales, offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a broad non-advisory financial services platform.

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