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Joseph Eakin
Financial Advsor at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/lpl-finanical">LPL Finanical</a>
Seasoned financial advisor delivering tailored estate planning and portfolio management solutions.
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Location
Tyler, Texas, United States, US
Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- Iras
- Investment Strategies
- Show all
Bio
Generated by
Topline AI
Joseph Eakin is a seasoned financial professional with 20+ years of experience in estate planning, portfolio management, and financial advisory services. He has a strong background in asset management, investment strategies, and risk management, with expertise in fixed annuities and finance. Eakin has worked with clients to allocate their assets according to their unique risk tolerances and goals.
Eakin's experience spans 20 years at LPL Financial, where he has provided financial advisory services to clients. He has also worked at UBS, further solidifying his expertise in the field.
Experience
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Financial Services
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100 - 200 Employee
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Financial Advsor
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May 2004 - Present
I help clients with the allocation of their assets given their unique set of risk tolerances and goals.
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LPL Financial Advisor
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May 2004 - Present
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LPL Financial
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United States
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Financial Advisor
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May 2004 - Present
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United States
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Financial Advisor
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Apr 2001 - May 2004
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Education
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1978 - 1983Texas A&M University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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