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Financial Consultants

Roger Linder, CFP®
Phone:  972.669.1314 x 4034
Fax:      972.231.7577
Email:   rlinder@advancial.org

Roger Linder has over 18 years experience in the financial services industry.  A CERTIFIED FINANCIAL PLANNERTM (CFP®), Roger holds Series 7 and 63 registrations through LPL Financial and is registered to offer stocks, bonds, mutual funds and many other securities through broker/dealer LPL Financial.  He is also licensed to sell life and disability insurance as well as fixed and variable annuities through a number of quality carriers.  Roger is available for appointments at any Dallas or Oklahoma branch location.

Theodore A. Stanley
Phone:  281.752.8117 x 4117
Fax:      214.880.9538
Email:   tstanley@advancial.org

Ted Stanley has over 20 years experience in the financial industry. Ted has Series 7, 63, 66 and Series 24 registrations through LPL Financial and is registered to offer stocks, bonds, mutual funds and many other securities through broker/dealer LPL Financial.  He is also licensed to sell life and disability insurance as well as fixed and variable annuities through a number of quality carriers.  Ted is available for appointments with any Houston, Lafayette, or Anchorage members.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents in the following states: Alaska, Colorado, Florida, Louisiana, Maryland, Nevada, New Mexico, Oklahoma, Texas and Wisconsin.

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC 
Advancial Federal Credti Union and Advancial Investment Services are not registered broker/dealers and are not affiliated with LPL Financial

Not NCUA Insured. No Credit Union Guarantee. May Lose Value.

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