Houston, TX Travis Street Office

Patrick Reagan is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2013. Reagan is also involved with Texas Advantage Insurance Brokerage, a non-variable insurance business. 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 portfolio management, supported by research and model portfolios.

Coston Parker is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, Parker worked at Amegy Bank and Prospera Financial Services Inc. He is involved in a financial institution duty role at ZB N.A. in Houston. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

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 since 2002. Outside of his advisory role, he is involved with Westland Financial Services in Pearland, Texas, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Raymond Frierson is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 2002 and is also affiliated with Greenbriar Financial Services, Inc. Outside of advisory services, he is a certified public accountant involved in tax preparation and accounting through Frierson Sola & Associates, PC, and serves as a trustee acting in a fiduciary capacity for family trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a variety of model portfolios and research resources to support strategic and tactical investment approaches.

Julie Roosth is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining LPL Financial in 2018, she worked at Amegy Bank of Texas from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Telisa Shead is a Series 66-licensed financial advisor with LPL Financial, where she has worked since 2018. She has seven years of industry experience and also serves as a Senior Vice President and Private Banking Manager at ZB, N.A. dba Amegy Bank, a position she has held since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.