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Joshua B
Series 66
Cortland, OH
LPL Financial
Joshua Barr is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Edward Jones, MassMutual, and MML Investors Services. Barr is involved with 7 17 Retirement & Investment Group, a DBA entity related to his LPL business. 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 management solutions, utilizing both proprietary and third-party model portfolios along with advanced operational tools.
Paul F
CFP®, ChFC®, Series 63, Series 66
Cortland, OH
LPL Financial
Paul Finch is a financial advisor with LPL Financial in Cortland, Ohio, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Cuna Mutual Group and CUNA Brokerage Services for a combined 18 years. In addition to his advisory role, Finch serves as a notary. 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 through a large network of advisors, utilizing both proprietary and third-party strategies.
William D
Series 63, Series 65
Cortland, OH
LPL Financial
William Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades at Cuna Mutual Group and Cuna Brokerage Services. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
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