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Jack W

Series 66

Greensboro, NC

LPL Financial

Jack Wilson is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked in roles outside the financial services industry, including at ADT Defenders and FurnitureLand South. In addition to his advisory work, he is involved in photography as a side activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Keith W

Series 63, Series 65

Greensboro, NC

LPL Financial

Keith Wilson is a financial advisor at LPL Financial in Greensboro, NC, with 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Wilson teaches video production, covering topics such as camera functionality, lighting, audio, and editing, and he manages a YouTube channel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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