Houston, TX 11511 Katy Fwy Office

Aaron Thomas is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors and WFG Investments, as well as operating as a sole proprietor for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

Lisa Simon is a financial advisor with LPL Financial in Houston, TX. She holds a Series 66 designation and has recently begun her career in the industry. Her prior experience includes roles at Lambda Center Inc and self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources, along with technology-driven investment solutions.