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Kristin W
Series 66
St Louis, MO
LPL Financial
Kristin Ward is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Gemini Wealth Group, LLC, and Waddell & Reed, Inc. Ward has been involved with the St. Patrick's Day Parade Foundation and the CWS Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various technology platforms.
Douglas H
Series 63, Series 65
St Louis, MO
LPL Financial
Douglas Hardin is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Gemini Wealth Group, Waddell & Reed, and US Bancorp Investments. Based in St. Louis, MO, his background includes both advisory and insurance-related roles. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations through a 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 and model portfolios.
Jeffrey P
Series 63, Series 65
St Louis, MO
LPL Financial
Jeffrey Portman is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at Gemini Wealth Group, Waddell & Reed, Inc., and various insurance carriers. Outside of finance, he has been involved with Do Rite General Contracting since 2000 and was active with the Creve Coeur Lions Club for nearly two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.
Daniel P
Series 66
St Louis, MO
LPL Financial
Daniel Portman is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles with Waddell & Reed, Inc. and various insurance carriers connected to W&R Insurance Agencies. Outside of advisory work, he is involved with Modena Classic Cars, LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management with access to diverse model portfolios and research resources.
Evanne H
Series 63, Series 65
St Louis, MO
LPL Financial
Evanne Hardin is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gemini Wealth Group and Waddell & Reed. In addition to her advisory work, she is a commissioned notary in the state of Missouri. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with access to model portfolios, research, and both discretionary and non-discretionary management.
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