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Richard A

Series 63, Series 66

Waco, TX

LPL Financial

Richard Abbe is a financial advisor with LPL Financial in Waco, Texas, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include positions at Woodbury Financial Services and PRUCO Securities, LLC. He has maintained his own DBA, Abbe Financial Services, since 2005. Abbe is also active as an agent selling universal life, guaranteed universal life, long-term care, and disability 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

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

Series 66

Waco, TX

LPL Financial

Thomas Billeaud is a Series 66-registered financial advisor with LPL Financial, based in Waco, TX, and has seven years of industry experience. His prior roles include positions at Woodbury Financial Services and Edward Jones, as well as two decades of work with China Spring ISD. 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 various advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports both discretionary and non-discretionary account management.

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

Series 66

Waco, TX

LPL Financial

Hunter Abbe is a financial advisor with LPL Financial in Waco, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Woodbury Financial Services and Parallon, alongside managing MathisAbbe Financial Advisors. 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 asset management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

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