Dallas, TX Brookriver Dr Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,430 offices

Location

7929 Brookriver Dr Ste 725

Dallas TX 75247

Advisors at this office

4

Advisors at this office

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Mitchell S

Series 63, Series 65

Dallas, TX

LPL Financial

Mitchell Stevens III is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Primerica Advisors and Primerica Financial Services for over 30 years. Stevens is also involved as an insurance agent with Nexpoint. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Lawrence L

Series 65, Series 63

Dallas, TX

LPL Financial

Lawrence Lowe is a financial advisor with LPL Financial in Dallas, TX, holding Series 65 and Series 63 licenses and 15 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Outside of his advisory role, he is a managing partner of an e-commerce business called Swol Lyfe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Scott P

Series 63, Series 65

Dallas, TX

LPL Financial

Scott Parrish is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory work, Parrish serves as a pastor at Bullard Southern Baptist Church and is involved with WayPoints Coaching Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
user avatar

David S

Series 63, Series 65

Dallas, TX

LPL Financial

David Suderman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at PFS Investments Inc. and Primerica Financial Services for a decade. Outside of advising, he is involved in his wife's business, Sugar Fluff Co, and is a managing partner in an e-commerce venture called Swol Lyfe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing proprietary and third-party research alongside various portfolio management strategies.

College savings (529s, UTMA, etc.)
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