Spokane, WA West Riverside Ave St 1700 Office

Stephen Cote is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include 14 years at KMS Financial Services and brief tenures at Securities America Advisors, Inc. and Securities America, Inc. Outside of advisory work, he sells various types of insurance products as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Colleen Macaulay is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include long tenures at KMS Financial Services and Arbor Point Advisors. She has also operated Macaulay & Associates since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.