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William M
Series 66
Lakeway, TX
LPL Financial
William Martin is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2005, following prior roles at United Securities Alliance, Inc. and Ameriprise. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,000 advisors.
Ethan M
Series 66
Lakeway, TX
LPL Financial
Ethan Montalvo is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior experience includes time at Martin Wealth Management, LLC, and he has educational experience at Texas State University along with earlier work at Sharyland Pioneer High School. 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 wide range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Andrew F
Series 66
Lakeway, TX
LPL Financial
Andrew Fraser is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience and has been with LPL Financial since 2016. Fraser also operates Martin Wealth Management, an affiliated entity for his LPL business, and is a commissioned notary public in Austin, Texas. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.
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