Plano, TX W Park Blvd Office

Jimmy Lee is a financial advisor at LPL Financial with 32 years of industry experience. His background includes roles at Waddell & Reed, Inc. and various insurance carriers over 26 years, as well as a brief tenure at Roy Wiesner, CPA. He also operates a tax-related business entity and serves as a notary. 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 advisory and brokerage services, including financial planning and access to third-party asset management, employing diverse strategies supported by advanced research and operational tools.

Joseph Rosio is a financial advisor with LPL Financial in Plano, Texas, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has held various roles in financial services, including positions at Waddell & Reed, HD Vest Insurance Agency, and Avantax Advisory Services. Outside of his advisory work, Rosio owns J. Rosio Tax Services LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,900 advisors and significant discretionary assets.

Mark Larimore is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with LPL Financial since 2005. Larimore serves as a board member of the PTOP Property Owners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Teresa Watters is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Jimmy Lee, Waddell & Reed, and Steele Watters, LLC. She also has ongoing involvement in mortgage and real estate services through Versolis Lending Group, which she has been associated with since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Christopher Mankoff is a financial advisor with LPL Financial in Plano, TX, holding the CFP® and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Securities, TD Ameritrade, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.