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James F

Series 63

Pass Christian, MS

LPL Financial

James Field Jr. is a financial advisor with LPL Financial who holds a Series 63 designation and has 40 years of industry experience. He has worked with Linsco / Private Ledger since 2003. In addition to his advisory role, he operates FIELD EQUINE LLC, a non-investment related business. 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 other institutions through a large network of investment adviser representatives.

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

Series 63, Series 65, Series 66

Pass Christian, MS

LPL Financial

Robert Edgecombe is a financial advisor with LPL Financial holding Series 63, Series 65, and Series 66 licenses and 39 years of industry experience. His prior roles include positions at Next Financial Group Inc, Grove Point Investments, LLC, Gunnallen Financial, Inc., and SII Investments, Inc. He also has involvement in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary research and third-party strategies.

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