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David T
Series 66
Springfield, IL
LPL Financial
David Travis is a financial advisor at LPL Financial in Springfield, IL, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with several firms including Mass Mutual Investors Services, Metlife Securities, J.P. Morgan Securities, Chase Investment Services, and Equitable Advisors. Outside his advisory role, he is involved with Employee Benefit Solutions, focusing on non-variable insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advanced research and operational tools.
Kelly S
Series 63, Series 65
Springfield, IL
LPL Financial
Kelly Shores is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Shores has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2003. Outside of financial advising, Shores owns and operates Shore Thing Gundogs, a dog kennel and training business specializing in hunting dogs, and serves on the board of a nonprofit in Thayer, IL. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Timothy T
Series 66, Series 65
Springfield, IL
LPL Financial
Timothy Thomas is a financial advisor with LPL Financial in Springfield, IL, holding Series 65 and Series 66 credentials and 28 years of industry experience. He has previously worked at Metlife Securities Inc., MassMutual Investors Services, and MASSMUTUAL Life Insurance Company. Thomas is also involved in employee benefit solutions as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.
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