Marshall, TX East Travis Street Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

216 East Travis Street

Marshall TX 75670

Advisors at this office

5

Advisors at this office

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Kenneth K

Series 63, Series 66

Marshall, TX

LPL Financial

Kenneth Knox is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, and Woodbury Financial Services. Outside of his advisory work, he participates in team roping as a header. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a large national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Ashley C

Series 63, Series 66

Marshall, TX

LPL Financial

Ashley Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2026, Caudle worked at Kestra Advisory and Kestra Investment Services from 2019 to 2026, and Woodbury Financial Services from 2016 to 2019. Caudle is also the owner of Caudle Financial Services, which provides back office operations support. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Lorie K

Series 66

Marshall, TX

LPL Financial

Lorie Knox is a financial advisor with LPL Financial in Marshall, TX, holding a Series 66 designation and five years of industry experience. She previously worked at Kestra Advisory and Kestra Investment Services, LLC and has been involved with Noble Wealth Advisors since 2019. Outside of her advisory role, Knox serves as a non-registered assistant and office manager at Noble Wealth Advisors and handles bookkeeping for Knox Financial Advising. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Beau B

Series 66

Marshall, TX

LPL Financial

Beau Burris is a financial advisor with LPL Financial, holding the Series 66 designation and one year of industry experience. His prior roles include work with Kestra Advisory Services and Kestra Investment Services, as well as experience in education and community organizations such as East Texas Baptist University and H2O Heroes. 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, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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John L

Series 66

Marshall, TX

LPL Financial

John London is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory and Kestra Investment Services from 2022 to 2026 and has held roles across several industries including energy and education. He is the owner of London Investments Corporation, which he uses for business bookkeeping purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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