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Andrew S

Series 66

Durham, NC

LPL Financial

Andrew Snider is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and 26 years of industry experience. He previously worked at CUSO Financial Services, LP for 14 years and has been affiliated with Coastal Federal Credit Union for over 20 years. Outside of his advisory role, he serves as a board member for the Triangle Adult Soccer League, a nonprofit organization in North Carolina. 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 broad range of advisory programs and financial planning services, including model portfolios and advanced technology solutions, supporting both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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James L

Series 66

Durham, NC

LPL Financial

James Lowe II is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Lincoln Financial Securities Corporation and CUSO Financial Services. Outside of his advisory work, he owns JRL Photography, a business he has operated for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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