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Jordan B
Series 66
Orlando, FL
LPL Financial
Jordan Bower is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services, Fairwinds Credit Union, Diamond Resorts International, State Farm Insurance, and Headquarter Honda. Outside of advising, he serves as a notary at Fairwinds Credit Union. 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 and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from multiple sources.
Sydney D
Series 66
Orlando, FL
LPL Financial
Sydney Dragon is a financial advisor with LPL Financial, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Dragon held roles at Fairwinds Credit Union and CUSO Financial Services. Outside of advisory work, Dragon is a commissioned notary and operates a wealth management business under Fairwinds Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios from both internal and third-party sources.
Joshua H
Series 66
Orlando, FL
LPL Financial
Joshua Howell is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fairwinds Credit Union, CUSO Financial Services, LP, Equitable Life Insurance Company, and CA Ventures. He is also associated with the University of Florida. Joshua is involved in Fairwinds Wealth Management and Investments as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.
James C
Series 66
Orlando, FL
LPL Financial
James Caldwell is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and CUSO Financial Services. Caldwell also serves in a role at Fairwinds Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.
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