Fort Worth, TX Houston St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,430 offices

Location

702 Houston St

Fort Worth TX 76102

Advisors at this office

2

Advisors at this office

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Jimmy P

Series 66

Fort Worth, TX

LPL Financial

Jimmy Pannell is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for five years before joining LPL Financial in 2020. Outside of his advisory work, he owns an event planning and venue business and serves on the Corsicana City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients 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 proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Michael P

Series 66

Fort Worth, TX

LPL Financial

Michael Pannell is a financial advisor at LPL Financial in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Walsh & Watts, Inc., Pourtastic Tastings, Media 13, and Baylor 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. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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