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Johnny C

Series 66

San Antonio, TX

LPL Financial

Johnny Cavazos is a financial advisor with LPL Financial based in San Antonio, TX. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Advisors Corporation, Equitable Advisors, Axa Advisors, LLC, and JPMorgan Securities LLC. 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 its network of investment adviser representatives with various investment programs, model portfolios, and advisor-facing tools, offering both discretionary and non-discretionary account management.

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

Series 63, Series 65

San Antonio, TX

LPL Financial

William Young is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Cetera, and Security Service Cuso, L.L.C. He is also involved with Young, Knight & Oberholtzer, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services supported by a range of investment strategies, research tools, 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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