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Aaron Benford

Advisor at LPL Financial

Updated today

Location

Berlin, PA 15530

Credentials

Series 66

Industry experience

1 year

About

Aaron Benford is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at STC Trust and Investment Management, the University of Pittsburgh at Johnstown, Somerset Trust Company, Giant Eagle, and Rockwood Area School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

420 Main St

Berlin, PA 15530

Most active in

Pennsylvania

Work history

LPL Financial

2025 - Present (1 year)

STC Trust and Investment Management

2023 - 2025 (2 years)

University of Pittsburgh at Johnstown

2021 - 2024 (3 years)

Somerset Trust Company

2021 - 2023 (2 years)

Giant Eagle

2019 - 2020 (1 year)

Rockwood Area School District

2008 - 2021 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Emily R

Series 63, Series 66

Somerset, PA

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Joshua B

Series 66

Somerset, PA

LPL Financial

Joshua Barron is a financial advisor with LPL Financial in Somerset, PA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of advising, he serves as a board member of the Somerset Country Club and has a side business as a Beach Body coach. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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