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David B

Series 63, Series 65

Scottsdale, AZ

LPL Financial

David Birrell is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at BFC Planning, Berthel Fisher & Company Financial Services, Wells Fargo Clearing, and Banc Of America Investment 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 institutional platforms, with advice delivered primarily by investment adviser representatives using various portfolio management strategies.

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

Series 66

Scottsdale, AZ

LPL Financial

Christopher Millar is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and over 12 years of industry experience. His career includes roles at Edward Jones and Cetera, and he is the owner of Millar Financial PLLC. Outside of his advisory work, he is co-owner of Body Rebel LLC, a women's health and fitness company, and creates content for a finance education blog, TheHappierInvestor.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services through a large network of advisors, employing a broad range of strategies and operational tools.

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

Series 66

Scottsdale, AZ

LPL Financial

Kortny Hall is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and has a background in education, having spent several years with school districts and universities. Kortny holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, 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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Andrew S

Series 66

Scottsdale, AZ

LPL Financial

Andrew Sampson is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera Advisors LLC for ten years and Edward Jones for four years. He is also involved with non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, 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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Douglas G

Series 66

Scottsdale, AZ

LPL Financial

Douglas Godfrey is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms including Ameriprise, Merrill, and Bank of America prior to joining LPL Financial. Godfrey serves as Treasurer on the Board of Directors for The Singletons, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by technology tools.

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