Lubbock, TX 5202 Indiana Avenue Office

Jeffrey Nelson is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 66 designation and 17 years of industry experience. His prior firms include Merrill, Wells Fargo Clearing, WELLS FARGO Advisors, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad array of strategies supported by advisor-facing technology.

Gregory Moore is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at LPL Financial since 2012 and has a long-standing role at Mason, Warner & Co P.C. dating back to 1977. Outside of his advisory work, he is involved with Mason Warner & Co P.C. in a capacity unrelated to investment management. 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 services through a large network of advisors, with access to various portfolio programs, third-party asset managers, and institutional platforms.

Mark Dickson is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 66 license and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously at Level Four Advisory Services and Mason Warner & Co., Pc, where he currently provides accounting, tax, and third-party administration services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, employing both proprietary and third-party investment strategies across strategic, tactical, and alternative allocations.

Barry Malone is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He previously worked with LEVEL FOUR ADVISORY SERVICES, LLC and Osaic FS, Inc. Malone also holds a background in non-variable insurance and assists with tax preparation services at Mason Warner CPA's Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

William Sanders is a financial advisor with LPL Financial in Lubbock, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. He has 19 years of prior experience at Mason Warner & Co., PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.