James Tabak is a financial advisor at LPL Financial with 42 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Tabak holds a Series 63 designation and is based in Edinburg, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Adam Tabak is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and eight years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Merrill Lynch. He is involved with Libra Wealth Consultants, where he sells 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.