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Charles L

Series 63, Series 65

Greenfield, IN

LPL Financial

Charles Low is a financial advisor with LPL Financial in Greenfield, Indiana, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Money Concepts Capital Corp for eight years before joining LPL Financial in 2019. Outside of his advisory role, Low is associated with Forty Financial, an investment-related business in Greenfield. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and access to diverse investment strategies.

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

Series 63, Series 66

Greenfield, IN

LPL Financial

Shane Cavanaugh is a financial advisor with LPL Financial in Greenfield, IN, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing Services and has been involved in CrossFit coaching and training roles. Outside of his advisory work, he serves as a part-time CrossFit coach. 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 and model portfolio programs, supported by technology tools and a diverse network of over 22,800 advisors.

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

Series 66

Greenfield, IN

LPL Financial

Garry Autry is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Money Concepts Capital Corp. In addition to his advisory work, he is involved with Crawford & Associates, which provides tax preparation and accounting 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 management, supported by a large network of advisors and advanced 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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