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Robert R

Series 66

Fresno, CA

LPL Financial

Robert Ralston is a financial advisor at LPL Financial with 11 years of industry experience and holds the Series 66 designation. His prior roles include positions at Waddell & Reed, Ameriprise, BeachBody LLC, and Money Mailer of South San Jose. He has also been involved with River Park Little League. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supplemented by research from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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Thomas D

CFP®, Series 66

Fresno, CA

LPL Financial

Thomas Dias is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and has held previous roles at RBC Capital Markets Corporation, City National Bank, Waddell & Reed, Inc., and operated Dias Financial Group Inc. in Fresno, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers diversified advisory programs, financial planning, and retirement consulting, incorporating research, model portfolios, and various asset management strategies.

College savings (529s, UTMA, etc.)
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Lance B

Series 66

Fresno, CA

LPL Financial

Lance Backowski is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined total of 18 years. Outside his advisory role, he is involved with Backowski Financial, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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