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Robert F

Series 66

Hickory, NC

LPL Financial

Robert Fincher is a financial advisor with LPL Financial in Hickory, NC, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial, Resource Partners, Raymond James Financial Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of investment adviser representatives who utilize various investment strategies and 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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Samuel E

Series 63, Series 66

Hickory, NC

LPL Financial

Samuel Edwards is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including SagePoint Financial and WFG Advisors. Outside of his advisory role, he is involved with Southeast Tax & Consulting Services LLC, focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 66

Hickory, NC

LPL Financial

Leslie Stewart is a financial advisor with LPL Financial in Hickory, NC, holding a Series 66 credential and 21 years of industry experience. Her prior experience includes roles at SagePoint Financial, WFG Advisors, UBS Financial Services, A. G. Edwards & Sons, and Carolina Investment Advisors. She is also co-owner of Southeast Tax & Consulting Services LLC, 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 third-party asset management, with a platform that supports both discretionary and non-discretionary account management.

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

Series 63, Series 65

Hickory, NC

LPL Financial

Matthew Starnes is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2019 and previously worked at SagePoint Financial. Starnes also operates Starnes Financial Group and has been a self-employed insurance agent since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and asset management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

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

Series 63, Series 66

Hickory, NC

LPL Financial

Kelle Huffman is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Sagepoint Financial and SunTrust advisory firms. Huffman is also a commissioned notary in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, with advisory services delivered through a large network of investment adviser representatives.

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