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Reese C

Series 66

Fresno, CA

LPL Financial

Reese Curtis is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. Prior to his current role, he has held various positions including work with Brighton Investment Solutions and the Clovis Unified School District. Curtis is also involved with The Habit Burger & Grill from 2022 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

College savings (529s, UTMA, etc.)
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Arlie R

Series 66

Fresno, CA

LPL Financial

Arlie Rogers Jr. is a financial advisor with LPL Financial in Fresno, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2012. 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 various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 65

Fresno, CA

LPL Financial

Christopher Stratton is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with LPL Financial since 2018 and previously worked in the education and electrical sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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

Series 66

Fresno, CA

LPL Financial

Joshua Mcsherry Ramos is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley and business ventures in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Joseph A

Series 63, Series 65

Fresno, CA

LPL Financial

Joseph Avery is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked as an independent contractor since 2013 and served as a high school teacher with Clovis Unified School District for 13 years. Outside of his financial advisory work, he is also active as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from multiple sources.

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

Series 66

Fresno, CA

LPL Financial

Nicholas Maxwell is a financial advisor with LPL Financial in Fresno, CA, holding a Series 66 license and having 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in selling life, health, and long-term care insurance products. 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, utilizing strategic and tactical model portfolios supported by research and multiple management approaches.

College savings (529s, UTMA, etc.)
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