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Lance S

CFP®, Series 66

Edmonds, WA

LPL Financial

Lance Sevier is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with firms including Penn Mutual Life Insurance Company, UBS Financial Services, and Alaska USA. 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 wide range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced 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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James C

Series 63, Series 65

Edmonds, WA

LPL Financial

James Clarke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc., D.A. Davidson & Co., and Financial Advocates Investment Management. He is also involved with Olympic Investment Group, a DBA related to his LPL business operations. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with both advisory and 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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Andrew B

Series 66

Edmonds, WA

LPL Financial

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at several firms including D.A. Davidson & Co. and Wells Fargo Investments. Brewer is also involved with Financial Advocates Investment Management, an independent advisory firm, through which he provides investment advisory services. 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 and access to model portfolios and third-party asset managers, supported by advanced research and 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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Jacob S

Series 66

Edmonds, WA

LPL Financial

Jacob Sandberg is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Sandberg also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and 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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Susan B

Series 66

Edmonds, WA

LPL Financial

Susan Beardsley is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked previously at D.A. Davidson & Co. and Financial Advocates Investment Management. She is also involved with Olympic Investment Group, operating under a DBA name associated with Financial Advocates Investment Management. 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 and access to model portfolios and third-party asset managers.

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

Series 66

Edmonds, WA

LPL Financial

Eddy Su is a financial advisor with LPL Financial in Edmonds, Washington, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mainsail Financial Group, Equitable Advisors, and Blue Raven Solar. Outside of his advisory work, he serves as a classroom tutor teaching AP Physics courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and offers various financial planning and institutional platforms through 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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Crystal B

CFP®, Series 66

Edmonds, WA

LPL Financial

Crystal Beineke is a CFP® with 12 years of industry experience currently associated with LPL Financial in Edmonds, WA. She has worked with LPL Financial since 2014 and was involved with Financial Advocates Investment Management from 2016 to 2025. Beineke also provides administrative support to independent investment advisor firms. 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 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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