Bellevue, WA 1 Lake Bellevue Dr Office

Rachel Knight is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Evergreenhealth Foundation and Residence XII Foundation. She serves as Secretary on the board of the Sundance Glen HOA, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, including financial planning and retirement plan consulting, with discretionary and non-discretionary management supported by various research and investment strategies.

Carlyn Earl is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She previously worked at KMS Financial Services, Inc. and the Office of Malcolm Montague before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Steven Rich is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked for 26 years at KMS Financial Services, Inc. He is also a notary public in Bellevue. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, leveraging model portfolios and research from multiple sources.