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Thomas B

Series 63, Series 65

Richardson, TX

LPL Financial

Thomas Bausley Jr. is a financial advisor with LPL Financial in Richardson, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Cetera, Questar Capital Corporation, SPC, and Woodbury Financial Services. In addition to his advisory work, he serves as a business consultant for a sports apparel company and is involved in several insurance-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and is distinguished by its scale, integration of advisory and non-advisory financial activities, and extensive advisor network.

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

Series 63, Series 66

Richardson, TX

LPL Financial

Anthony Rice is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and totaling 30 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corp, WFG Investments Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Richardson, TX. 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. The firm provides a range of financial planning and investment management options, including access to model portfolios, third-party asset managers, and institutional platforms.

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

Series 66

Richardson, TX

LPL Financial

Alan Gilbreath is a financial advisor with LPL Financial holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, B. Riley Wealth Management, Riverstone Wealth Management, and Morgan Stanley. 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, including financial planning, model portfolio programs, and access to third-party asset management, supported by 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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