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Gina P
Series 63, Series 65
Longview, WA
LPL Financial
Gina Pafundi is a financial advisor with LPL Financial, holding Series 63 and 65 designations and bringing 25 years of industry experience. She has worked at LPL Financial since 2012, following previous roles at Wells Fargo Clearing and Wells Fargo Investments. She also operates a DBA under the name Financial Life Dimensions. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Roy G
CFP®, Series 66
Longview, WA
LPL Financial
Roy Gawlick is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He currently works with LPL Financial and previously spent seven years at Edward Jones. Outside of finance, he is an aikido instructor and owner of Shinju Dojo in Longview, WA. 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 financial planning and investment management solutions through a large network of advisor representatives and incorporates technology and diverse strategies in its advisory services.
Stephen F
CFP®, ChFC®, Series 63, Series 65
Longview, WA
LPL Financial
Stephen Fuller is a financial advisor with LPL Financial in Longview, Washington, holding CFP® and ChFC® designations and possessing 25 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Invest Financial Corporation for 10 years and at Veravest Investment Advisors, Inc. for one year. He serves as secretary on the board of Fischer's Shopping Center Inc., a for-profit entity in Randle, Washington. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies on discretionary or non-discretionary bases.
Sarah W
Series 63, Series 65
Longview, WA
LPL Financial
Sarah Wallace is a financial advisor with LPL Financial in Longview, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with LPL Financial and its affiliated entities since 2013. Outside of her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
James P
Series 63, Series 65, Series 66
Longview, WA
LPL Financial
James Pafundi is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials, and has 27 years of industry experience. He has worked at LPL Financial since 2010, with prior roles at Wells Fargo Investments, UBS Financial Services, and Prudential Equity Group. Outside of his advisory duties, he is involved in fixed insurance sales including fixed annuities and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.
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