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Dalas G

Series 63, Series 65

Willows, CA

LPL Financial

Dalas Gundersen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Kovack Advisors, Kovack Securities, Merrill, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a range of investment strategies supported by technology tools.

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

Series 63, Series 66

Willows, CA

Edward Jones

Eric Dutra is a financial advisor with Edward Jones in Willows, CA, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Purdue Pharma L.P. from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with both discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Retired Founder/Business Owner Executive
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