Fort Worth, TX Ridglea Pl 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

6300 Ridglea Pl Ste 416

Fort Worth TX 76116-5713

Advisors at this office

2

Advisors at this office

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Jeffrey R

Series 63, Series 65

Fort Worth, TX

LPL Financial

Jeffrey Rimer is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he facilitates the Dave Ramsey Course, Financial Peace University. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jacob C

Series 66

Fort Worth, TX

LPL Financial

Jacob Casleton is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has additional work experience at H-E-B Grocery Store and Designs of Honor, Inc. outside of the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and a range of investment strategies.

College savings (529s, UTMA, etc.)
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