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Derek B
Series 65, Series 63
Peoria, AZ
LPL Financial
Derek Brown is an advisor with LPL Financial, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at AE Wealth Management and Independent Wealth Management. Additionally, he has experience in the hospitality industry with McFadden's Bar and Grill. 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 investment solutions utilizing both proprietary and third-party strategies, supported by extensive technology and a broad network of advisors.
Marcin U
CFP®, Series 66
Peoria, AZ
LPL Financial
Marcin Urbanowicz is a CFP® professional with 20 years of industry experience, currently associated with LPL Financial since 2019. His prior experience includes roles at Rock Martin Private Wealth Management and Cadaret, Grant & Co., Inc., and a brief tenure at Morgan Stanley DW Inc. He is also involved in tax preparation and accounting through a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, combining scale with diverse non-advisory financial activities.
Timothy W
Series 63, Series 66
Peoria, AZ
LPL Financial
Timothy Woods is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc. and Waddell & Reed, Inc. Woods operates a private wealth management business under Rock Martin Private Wealth Management affiliated with LPL Financial. 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 advisory and brokerage services, utilizing various portfolio management strategies and technology tools to support investment decision-making.
Tyler Z
CFP®, Series 65, Series 63
Peoria, AZ
LPL Financial
Tyler Zavala is a CFP® with seven years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at AE Wealth Management, LLC and Independent Wealth Management. In addition to his advisory role, Zavala is involved in tax preparation and accounting through his work with Rock Martin Private Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual and institutional clients through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with advanced research and operational tools.
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