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Phillip D

Series 65

Tyler, TX

LPL Financial

Phillip Devereaux is a financial advisor with LPL Financial, holding a Series 65 designation and five years of industry experience. Prior to joining LPL Financial in 2022, he was self-employed for five years and worked at Reaux and Double U Company for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management.

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

Series 63, Series 65

Tyler, TX

LPL Financial

Anthony Morton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Centers of America, and Chase Investment Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, 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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Jeffrey P

Series 63, Series 65

Tyler, TX

LPL Financial

Jeffrey Plesser is a financial advisor at LPL Financial in Tyler, Texas, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Park Avenue Securities, Guardian Life Insurance Company, and Chapin, Davis. Outside of his advisory role, Plesser is employed in nursing positions at Palestine Regional Medical Center and UTMB. 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, supporting a large network of advisors with diverse investment strategies.

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