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William B
Series 66
Boston, MA
LPL Financial
William Bernarduci is a financial advisor at LPL Financial in Boston, MA, holding a Series 66 license with 13 years of industry experience. He has been with LPL Financial since 2013. In addition to his advisory work, he operates a law practice specializing in legal services, estate planning, and litigation. 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, supported by extensive operational and research resources.
Karen S
Series 63, Series 65, Series 66
Boston, MA
LPL Financial
Karen Soule is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Stifel, Edward Jones, Morgan Stanley, and Bank of America. Outside of her advisory work, she is involved with Casino Ballroom as event staff. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Regina B
Series 63, Series 65
Boston, MA
LPL Financial
Regina Bernarduci is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. She has been with LPL Financial since 1997. Bernarduci is involved in a scholarship program aimed at increasing financial responsibility awareness among high school seniors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.
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