Pauletta Bonner
Financial Transitions Planning~Intentional Investing & Lifestyle Strategies (paulettabonner.com)
- Role
- Founding Partner & Sr Vice President at LPL Financial
- Location
- Tyler, TX, US
- LinkedIn followers
- 500 followers
About Pauletta Bonner
INTENTIONAL INVESTING~INTENTIONAL LIVING: Live and invest intentionally to craft a life…
Experience
Founding Partner & Sr Vice President
Aug 2012 — Present
FINANCIAL TRANSITIONS PLANNING~Lifetime Income Strategies~Wealth Accumulation and Preservation~Risk Management~Retirement and Estate Planning~Customized Financial Plans~Lifestyle Enrichment~Women\'s EmpowermentAs the nation’s largest independent broker-dealer* and a leading independent consultant to retirement plans, LPL is an enabling partner to more than financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.*As reported by Financial Planning magazine, June 19••••16, based on total revenue.Securities offered through LPL Financial, member FINRA/SIPC. For Hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above.The LPL financial representative associated with this site may discuss and/or transact securities business only with residents of the following states: AR, CO, GA, LA, NC, NM, OK, TX, VA, WAThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Education
Bob Jones University
B. A.
Skills
- Series 63
- Long-Term Care
- Risk Management
- Tax Free Income
- Retirement Planning
- Rollovers
- Equities
- Series 7
- Life Insurance
- Finance
- Financial Transitions Planning
- Wealth Management
- Financial Services
- High Net Worth Individuals
- Series 66
- Retirement
- Roth Ira
- Strategic Financial Planning
- Portfolio Management
- 401k
- Investment Strategies
- Alternative Investments
- Securities
- Public Speaking
- Estate Planning
- Fixed Income
- Variable Annuities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.