Houston, TX Travis Street Office

Patrick Reagan is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Merrill and Morgan Stanley. He is also involved with Texas Advantage Insurance Brokerage, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model portfolios and strategies.

Coston Parker is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Amegy Bank and Prospera Financial Services Inc. He is involved in a financial institution duty with ZB N.A. and operates a DBA, Amegy Wealth Advisors, for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Bryan Tollerene is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with LPL Financial and its predecessor since 2002, after a brief tenure at Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Raymond Frierson is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 license and bringing 32 years of industry experience. He has been with LPL Financial since 2002 and previously worked at Greenbriar Financial Services and 1st Global Advisors. Frierson also serves as a certified public accountant and has acted in fiduciary roles for family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and utilizes research-driven tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Julie Davidoff is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, she worked for Amegy Bank of Texas from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive technology and operational resources.