Kerrville, TX Barnett St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,678 advisors across 10,420 offices

Location

929 Barnett St

Kerrville TX 78028

Advisors at this office

3

Advisors at this office

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Zachary G

Series 66

Kerrville, TX

LPL Financial

Zachary Green is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Next Financial Group and Starkey Pest Control. Outside of advising, he is involved in a podcast network based in Texas Hill Country. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

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

Series 63, Series 65

Kerrville, TX

LPL Financial

Gilberto Paiz is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Texas Hill Country Advisors, Next Financial Group, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he serves as Treasurer on the board of the Community Foundation of the Texas Hill Country and is a co-owner of the Texas Hill Country Podcast Network. 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 advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar

Andrew G

Series 65, Series 63

Kerrville, TX

LPL Financial

Andrew Gay is a financial advisor with LPL Financial in Kerrville, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at NEXT Financial Group and Wells Fargo in various capacities. Outside of his advisory work, he serves on several non-profit boards and owns the Texas Hill Country Podcast Network. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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