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Timothy V
Series 63, Series 66
Basking Ridge, NJ
LPL Financial
Timothy Van Slooten is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His prior roles include positions at Raymond James Financial Services, Lakeland Financial Services, and Capital One Financial Advisors, among others. Outside of his advisory work, he is associated with several business entities established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.
Robert H
CFP®, Series 63, Series 65
Basking Ridge, NJ
LPL Financial
Robert Hikes is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2018. He has prior experience at Invest Financial Corporation and has been involved with Affinity Federal Credit Union and Affinity Investment Services, LLC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.
Jeffrey S
Series 63, Series 65
Basking Ridge, NJ
LPL Financial
Jeffrey Smith is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. His prior experience includes roles at Invest Financial Corporation and Affinity Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice services, utilizing both proprietary model portfolios and third-party strategies across a variety of investment approaches.
Michael T
Series 63, Series 65
Basking Ridge, NJ
LPL Financial
Michael Tormey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior firms include Santander Securities, Guardian Life, Equitable Advisors, and Raymond James Financial Services. Outside of his advisory role, he works as a driver for both Lyft and Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its extensive network of over 22,800 advisors.
Timothy M
CFP®, Series 63, Series 66
Basking Ridge, NJ
LPL Financial
Timothy Mol is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial and Affinity Federal Credit Union and has held previous roles at firms including Raymond James Financial Services and Merrill. He is also involved with the Netherlands Reformed Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.
Gary M
Series 65, Series 63
Basking Ridge, NJ
LPL Financial
Gary Motyczka is a financial advisor with LPL Financial in Basking Ridge, NJ, holding Series 63 and Series 65 licenses and with seven years of industry experience. He has worked with LPL Financial since 2018 and has prior experience at Affinity Federal Credit Union and Bandsaw Tire Warehouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Charles T
Series 63, Series 65
Basking Ridge, NJ
LPL Financial
Charles Tamayo Mayorga is a financial advisor at LPL Financial with nine years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at INVEST Financial Corp. He is also involved with Affinity FCU, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, utilizing both discretionary and non-discretionary investment strategies.
Mark D
Series 63, Series 65
Basking Ridge, NJ
LPL Financial
Mark Dubel is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following five years at INVEST Financial Corp and over two decades at Affinity Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Howard G
Series 63, Series 65
Basking Ridge, NJ
LPL Financial
Howard Golick is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with LPL Financial since 2018 and previously spent five years at INVEST Financial Corp. He has also been affiliated with Affinity FCU for over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, while supporting advisors with research tools and various non-advisory financial activities.
Jarmila S
Series 63, Series 65
Basking Ridge, NJ
LPL Financial
Jarmila Stehle is a financial advisor with LPL Financial in Basking Ridge, NJ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at LPL Financial since 2018 and previously at INVEST Financial Corp for five years. Stehle is also affiliated with Affinity Federal Credit Union, where she has been involved for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.
John R
Series 63, Series 65
Basking Ridge, NJ
LPL Financial
John Ricker III is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at INVEST Financial Corp. and Santander Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.
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