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Aaron C
Series 66
Greenville, SC
LPL Financial
Aaron Cizon is a financial advisor with LPL Financial in Greenville, South Carolina, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, First Citizens Asset Management, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Eric K
Series 63, Series 66
Greenville, SC
LPL Financial
Eric Keller is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc, Wells Fargo Clearing, Truist Investment Services, Geneos Wealth Management, Cetera Advisors, and UBS Financial Services. Outside of finance, he serves as a sports referee and coach in Seneca, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.
Julie W
Series 63, Series 65
Greenville, SC
LPL Financial
Julie Willis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at Wells Fargo Clearing for 11 years and Banc of America Investment Services, Inc. for one year before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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