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Ronald B

Series 66

Hixson, TN

LPL Financial

Ronald Bailey is a financial advisor with LPL Financial in Hixson, TN, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at National Planning Corporation, Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he serves as a football referee for the Tennessee Secondary School Athletic Association. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

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

ChFC®, Series 63, Series 65

Hixson, TN

LPL Financial

David Queen is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 32 years of industry experience, including 13 years at National Planning Corporation and over 29 years as a CPA with his own practice. David serves on the Tennessee Republican Party State Executive Committee. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing a broad platform that includes proprietary and third-party models and employs advanced tools to support its advisers.

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