Carl Thomasy

Carl has over 30 years of experience in the retirement plan and wealth management industries. Carl is an LPL Registered Representative and Investment Advisor Representative with FINRA series 7, 8, 10, 63 and 65 registrations with LPL Financial. He has a BA degree from The College of Wooster, and a J.D. from the John Marshall School of Law at Cleveland State University and is a member of the California State Bar Association.

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