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Sandra H

Series 63, Series 65

Louisville, KY

LPL Financial

Sandra Halliburton is a financial advisor with LPL Financial based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at L.M. Kohn & Company for 16 years and has been involved with Green & Halliburton since 2002. Outside of her advisory work, she is the owner of Halliburton Saddlebreds LLC, a business unrelated to her core financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolio programs, third-party asset management access, and institutional platforms while maintaining one of the largest advisory businesses in the industry.

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

Series 66

Louisville, KY

LPL Financial

Benjamin Williams is a financial advisor with LPL Financial in Louisville, KY, holding a Series 66 credential and 19 years of industry experience. He previously worked for L.M. Kohn & Company for 16 years and has been associated with Green & Halliburton for over two decades, where he is also involved in Medicare insurance sales. 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 financial planning and investment solutions supported by advanced research tools and serves a large network of advisors managing over $819 billion in discretionary assets.

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