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James W

CFP®, Series 63, Series 65

St George, UT

LPL Financial

James Washburn is a CFP® professional with 37 years of industry experience, currently serving as an advisor with LPL Financial. His prior roles include positions at Hornor, Townsend & Kent, LLC and Principal Financial Services. In addition to his advisory work, he is involved in selling life insurance and related products through Mountain American Insurance Services. 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 other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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