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Sean F

Series 63, Series 65

Roanoke, VA

LPL Financial

Sean Francisco is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill for 13 years and Wells Fargo Clearing for 5 years before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced technology, serving over 22,800 advisors and managing substantial discretionary assets.

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

Series 66

Roanoke, VA

LPL Financial

Paul Zahorchak is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Merrill and UBS Financial Services. 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 and model portfolio programs, supported by both proprietary research and third-party subadvisors.

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

Series 66

Roanoke, VA

LPL Financial

Keith Cox is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2012, following prior roles at Wells Fargo Clearing and UBS Financial Services. Cox is involved with Titan Wealth Management Inc., an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

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