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Daniel S
Series 65, Series 63
Berkeley Springs, WV
LPL Financial
Daniel Stevens is a financial advisor with LPL Financial in Berkeley Springs, WV, holding Series 65 and Series 63 registrations and 14 years of industry experience. His prior roles include eight years at CBIZ Financial Solutions Inc. and his current position as Vice President at CNB Bank. Outside of his advisory work, he is active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Christopher K
Series 63, Series 65
Berkeley Springs, WV
LPL Financial
Christopher Kasecamp is a financial advisor with LPL Financial in Berkeley Springs, WV, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include 11 years at CBIZ Financial Solutions, Inc. He also serves as President of Trust & Investment Services at CNB Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
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