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Alford B

Series 63, Series 65

Everett, WA

LPL Financial

Alford Bailey is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial, previously LINSCO Private Ledger, since 2002. Bailey also serves as an instructor for community education at Everett Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jessica S

Series 63, Series 66

Everett, WA

LPL Financial

Jessica Simmons is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Goldman Sachs, and Cyprus Federal Credit Union. She is also an author in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies supported by LPL Research.

College savings (529s, UTMA, etc.)
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Brady M

Series 66

Everett, WA

LPL Financial

Brady Mistler is a financial advisor with LPL Financial and holds a Series 66 designation. He joined LPL Financial and Bailey Wealth Services in 2024 and has professional experience supporting the development of financial plans. His background includes roles at Neumann University and Mountain Pacific Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and various portfolio management options.

College savings (529s, UTMA, etc.)
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