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Gina P

Series 63, Series 65

Longview, WA

LPL Financial

Gina Pafundi is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2012. She operates under the DBA Financial Life Dimensions in Longview, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Roy G

CFP®, Series 66

Longview, WA

LPL Financial

Roy Gawlick is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at LPL Financial and previously spent seven years at Edward Jones. Outside of his advisory career, Roy is the owner and instructor of Shinju Dojo Aikido, a martial arts school in Longview, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management options.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Wealth management General retirement planning
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Stephen F

CFP®, ChFC®, Series 63, Series 65

Longview, WA

LPL Financial

Stephen Fuller is a financial advisor with LPL Financial in Longview, WA, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he serves as Secretary of the Board for Fischer's Shopping Center Inc., a for-profit entity in Randle, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Sarah W

Series 63, Series 65

Longview, WA

LPL Financial

Sarah Wallace is a financial advisor with LPL Financial in Longview, Washington. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining LPL Financial in 2019, she worked at Financial Strategies from 2013 to 2019. She is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisors. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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James P

Series 63, Series 65, Series 66

Longview, WA

LPL Financial

James Pafundi is a financial advisor with LPL Financial in Longview, WA, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory services, he is involved in fixed insurance sales and operates under the DBA Financial Life Dimensions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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