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Austin O

Series 66

Glen Allen, VA

LPL Financial

Austin Offnick is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he held various roles in the healthcare and academic sectors, including positions at Atrium Health Wake Forest Baptist and Wake Forest University School of Medicine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by strategic and tactical model portfolios and research.

College savings (529s, UTMA, etc.)
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Marcel M

Series 63, Series 65

Glen Allen, VA

LPL Financial

Marcel Morin is a financial advisor with LPL Financial based in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at Kestra Financial Services and Questar Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Alexander B

Series 63, Series 65, Series 66

Glen Allen, VA

LPL Financial

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, Wells Fargo Bank, and Raymond James Financial Services. Brand serves as a non-profit board member for the Rivergate Homeowner's Association in Richmond, VA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party research, and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Robert A

ChFC®, Series 66

Glen Allen, VA

LPL Financial

Robert Allen is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Kestra Financial Services, Inc. for five years before joining LPL Financial in 2021. Outside of his advisory role, he is also an agent selling fixed-term life insurance through Capstone Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research from LPL Research, third-party subadvisors, and TAMP sponsors.

College savings (529s, UTMA, etc.)
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