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Ryan T

Series 66

Rockville, MD

LPL Financial

Ryan Troxell is a financial advisor with LPL Financial who holds the Series 66 designation and has five years of industry experience. His prior work includes roles at Bank of America, Merrill, T Rowe Price, and Fidelity 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, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Eric M

Series 63, Series 65

Rockville, MD

LPL Financial

Eric Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes long tenures at H. Beck, Inc. and concurrent roles at Meyers Hurvitz Abrahams LLC and GEM Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary management, utilizing proprietary and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Shaviaea W

Series 63, Series 65

Rockville, MD

LPL Financial

Shaviaea Williams is a financial advisor at LPL Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at T. Rowe Price, ODU Security, TowneBank, and Norfolk State University. 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, utilizing discretionary and non-discretionary management strategies along with various model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Noreen M

Series 65

Rockville, MD

LPL Financial

Noreen Miyake Char is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 65 designation and has worked previously with Maryland Financial Group, Inc. and American Asset Management Group, Inc. 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 financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jennifer S

CFP®, Series 63, Series 65

Rockville, MD

LPL Financial

Jennifer Smith is a CFP® professional with nine years of experience in the financial services industry. She has worked at UBS Financial Services, Inc. for five years before joining LPL Financial LLC, where she has been an advisor for one year. Jennifer is based in Rockville, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Christopher C

Series 63, Series 65

Rockville, MD

LPL Financial

Christopher Cox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2014 and is also associated with Maryland Financial Group, Inc. and The Monitor Group, LLC. Outside of his advisory roles, he owns Washington Karate Academy, a non-investment related business in Washington, DC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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