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Brian S

Series 63, Series 66

South Jordan, UT

LPL Financial

Brian Slade is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling fixed insurance products through Progressive Planning, LLC, a Utah-approved life insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including strategic and tactical model portfolios supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Lex D

Series 63, Series 65

South Jordan, UT

LPL Financial

Lex Drollinger is a financial advisor with LPL Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies. Drollinger is also involved in Progressive Planning, LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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

Series 63, Series 65

South Jordan, UT

LPL Financial

Larry Kendrick Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has part ownership in a restaurant business and is involved with a state-registered life insurance agency that provides fixed insurance products to clients. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Bradley A

Series 63, Series 66

South Jordan, UT

LPL Financial

Bradley Allen is a financial advisor with LPL Financial in South Jordan, UT. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked with various insurance carriers and Waddell & Reed Inc. He is also an adjunct teacher at Davis Technology College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, research, and technology-driven solutions.

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

Series 63, Series 65

South Jordan, UT

LPL Financial

Alexis Slade is a financial advisor with LPL Financial based in South Jordan, Utah. She holds the Series 63 and Series 65 designations and has one year of industry experience. Her background includes roles at UPS, Oakcrest Girls Camp, and Utah State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large 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 from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Jeffrey R

Series 63, Series 66

South Jordan, UT

LPL Financial

Jeffrey Roskelley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Robert G

Series 63, Series 65

South Jordan, UT

LPL Financial

Robert Goggins is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he operates Progressive Planning, LLC, a state-registered life insurance agency providing fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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