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Wesley A

Series 63

San Antonio, TX

LPL Financial

Wesley Alston is a financial advisor with LPL Financial who holds a Series 63 designation and has 26 years of industry experience. He has previously worked at Securities America Advisors, 401 K Concierge, Wfg Investments Inc, and Lone Star Retirement Services. Outside of his advisory work, he is involved in a private curation business focusing on antiques and collectibles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 65

San Antonio, TX

LPL Financial

Stephen Walker is a financial advisor at LPL Financial with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Securities America Inc., WFG Advisors, LP, and Williams Financial Group. Outside of advising, he is involved as a co-owner and business owner in several entities unrelated to investment advisory. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and technologies including machine learning.

College savings (529s, UTMA, etc.)
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