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Ethan T
Series 63, Series 65
Richmond, KY
LPL Financial
Ethan Taylor is a financial advisor with LPL Financial in Richmond, Kentucky. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining LPL Financial, Taylor has held roles at Cerity Partners and Roberts Insurance and Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from multiple sources.
Joseph R
ChFC®, Series 63
Richmond, KY
LPL Financial
Joseph Roberts is a financial advisor with LPL Financial in Richmond, KY, holding the ChFC® and Series 63 designations and having 26 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Roberts Insurance and Investments, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.
Robert R
Series 63
Richmond, KY
LPL Financial
Robert Roberts is a financial advisor with LPL Financial in Richmond, Kentucky, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in insurance businesses under the Roberts Insurance and Investments name. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.
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