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Christopher J
Series 66
Medford, OR
LPL Financial
Christopher Jacobsen is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Investment Services and Rogue Credit Union. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of investment adviser representatives and extensive technological and operational resources.
Tyler F
Series 66
Medford, OR
LPL Financial
Tyler Forbes is a financial advisor with LPL Financial, holding a Series 66 credential and new to the industry with less than one year of experience. Prior to joining LPL, he worked at Cetera and Cetera Investment Services LLC and has been associated with Rogue Credit Union since 2013. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and a variety of operational and research tools.
Kelly W
Series 66
Medford, OR
LPL Financial
Kelly White is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, she worked at Cetera and Cetera Investment Services and has additional experience at Rogue Credit Union and US Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Americo A
Series 66
Medford, OR
LPL Financial
Americo Antonelli III is a Series 66-licensed financial advisor with LPL Financial, based in Medford, Oregon. He has one year of industry experience, including prior roles at Cetera Investment Services LLC and credit unions. Outside of advisory work, he has experience in various service and retail positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.
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