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Kent G

CFP®, Series 63, Series 65

Sandy, UT

LPL Financial

Kent Griffiths is a CFP® with 30 years of industry experience and has been with LPL Financial since 1995. He holds Series 63 and Series 65 licenses and operates out of Sandy, Utah. In addition to his advisory role, he is involved in tax preparation and accounting through Sage Tax Service. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of financial planning and advisory programs. The firm provides both discretionary and non-discretionary management, utilizing proprietary research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Julia L

Series 63, Series 65

Sandy, UT

LPL Financial

Julia Lester is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1996. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

College savings (529s, UTMA, etc.)
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Timothy H

Series 63, Series 65

Sandy, UT

LPL Financial

Timothy Harlow is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at LPL Financial since 2019 and previously spent more than two decades at Royal Alliance Associates, INC. He also operates TH Financial, a business entity related to his advisory work. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Larry B

Series 63, Series 66

Sandy, UT

LPL Financial

Larry Boydstun is a financial advisor at LPL Financial with 44 years of industry experience. He has held a Series 63 and Series 66 license and has been with Linsco/Private Ledger Corp. since 1989. His outside business activities include a tax-related corporation, L.R. Boydstun Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Charles B

Series 63, Series 65

Sandy, UT

LPL Financial

Charles Baker Jr. is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. Baker is also involved with an investment-related business, primeaccess.co. 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 and financial planning services, providing discretionary and non-discretionary management supported by research and various portfolio solutions.

College savings (529s, UTMA, etc.)
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