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Nathaniel S

Series 66

Tulsa, OK

LPL Financial

Nathaniel Smoot is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Tristan Dotts, Kyle McCann, and Waddell & Reed, Inc. Outside of advisory work, he was involved with Smoot Carpets from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing 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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Rebecca B

Series 63, Series 65

Tulsa, OK

LPL Financial

Rebecca Burrows is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Her prior roles include positions at Kyle McCann, Waddell & Reed, Horace Mann, and Life of Southwest. She also maintains ongoing work as an insurance agent with various carriers. 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 investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors.

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

Series 66

Tulsa, OK

LPL Financial

Darin Kight is a financial advisor with LPL Financial based in Tulsa, Oklahoma. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Northeastern State University for 17 years. 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 portfolio programs, and institutional platforms.

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

Series 66

Tulsa, OK

LPL Financial

Erik Herron is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and having 23 years of industry experience. His prior experience includes roles at Arvest Wealth Management and Waddell & Reed. 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 financial planning and investment management services including access to third-party asset managers and institutional platforms.

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

Series 63, Series 65

Tulsa, OK

LPL Financial

Kyle Mccann is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over two decades with Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. 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, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

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

Series 66

Tulsa, OK

LPL Financial

Tristan Dotts is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., various insurance carriers associated with W&R Insurance Agencies, and Edward Jones. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and custom strategies.

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