Boerne, TX Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,432 offices

Location

Boerne TX

Advisors at this office

2

Advisors at this office

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Jacquelyn B

Series 63, Series 65

Boerne, TX

LPL Financial

Jacquelyn Baker is a financial advisor with LPL Financial in Boerne, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, H. Beck, Inc., and Berkshire Equity Sales, Inc. Outside of her advisory role, she is involved in insurance-related business activities through several entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources along with discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Kevin F

Series 63, Series 65

Boerne, TX

LPL Financial

Kevin Foreman is a financial advisor with LPL Financial in Boerne, Texas, holding Series 63 and 65 licenses and bringing 36 years of industry experience. He previously spent 14 years with Thrivent Investment Management and Thrivent Financial for Lutherans. Foreman is also involved as a non-variable insurance agent offering life and fixed annuities through Pietsch Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides comprehensive financial planning, various advisory programs, and access to model portfolios and research support from multiple sources.

College savings (529s, UTMA, etc.)
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