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Charles K

Series 66

Spokane, WA

LPL Financial

Charles Ker is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Woodbury Financial Services and Kestra Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a broad network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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William A

Series 63, Series 65

Spokane, WA

Raymond James Financial

William Arnold is a financial advisor with Raymond James Financial in Spokane, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2009. Outside of his advisory role, Arnold serves on the finance committee of Assumption Catholic Parish in Spokane and owns a support company, Arnold Financial Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customized, typically non-discretionary advisory services, including specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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