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Stephen G

Series 63

Spokane, WA

LPL Financial

Stephen Gray is a financial advisor with LPL Financial in Spokane, WA, holding a Series 63 license and 36 years of industry experience. He previously worked at Voya Financial Partners, LLC and VOYA Financial Advisors, Inc. Gray maintains an LLC for tax purposes. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a large network of advisors.

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

Series 66

Spokane, WA

LPL Financial

Payton Gray is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2017, Gray worked at Premier Partners Wealth Management and spent four years at Grand Canyon University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

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

Series 66

Spokane, WA

LPL Financial

Logan Phillips is a financial advisor with LPL Financial holding a Series 66 credential and three years of industry experience. He previously worked with Thrivent Financial and has additional experience in various service and management roles across multiple industries. 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 financial planning and advisory services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by technology tools for operational and research purposes.

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