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Carl N
CFP®, Series 66
Longview, TX
LPL Financial
Carl Newman Jr. is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of financial advising, he co-owns a commercial refrigeration business and a restaurant and beverage solutions company. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.
Jerry M
Series 63, Series 65
Longview, TX
LPL Financial
Jerry Martin is a financial advisor with LPL Financial in Longview, TX, holding Series 63 and Series 65 registrations and possessing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. from 2010 to 2021 and multiple entities related to TBT Financial Services. He also operates JMCC Investments LLC and JL-Martin LLC as personal business entities. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Erin W
Series 66
Longview, TX
LPL Financial
Erin Whitehurst is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL in 2021, she worked at Capital Wealth Group and spent 17 years at Texas Bank and Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of more than 22,900 advisors.
Jonathan C
Series 66
Longview, TX
LPL Financial
Jonathan Cromer is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Raymond James Financial Services and Texas Bank and Trust. Outside of his advisory work, he owns Inspire HTC LLC, a home-based photography business. 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, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.
Curtis H
Series 66
Longview, TX
LPL Financial
Curtis Hinshaw III is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 designation and 20 years of industry experience. His career includes prior roles at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of his advisory work, he is involved in authoring and publishing, with two home-based writing ventures. 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 financial planning and investment services delivered through a large network of advisors, employing both proprietary and third-party strategies supported by advanced operational and research tools.
Rhonda B
Series 66
Longview, TX
LPL Financial
Rhonda Bagley is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and has been involved with JMCC Investments LLC since 2010. Bagley is also a commissioned notary in the state of Texas. 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 and access to third-party asset management, with a platform supported by research and operational tools.
Tyler N
Series 66
Longview, TX
LPL Financial
Tyler Nail is a financial advisor at LPL Financial in Longview, TX, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial, he spent four years at Texas Tech University and six years at Spring Hill ISD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
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