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Kenneth L

Series 63, Series 65

Langhorne, PA

LPL Financial

Kenneth Lesesne is a financial advisor at LPL Financial with 37 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Ameriprise, as well as work with various insurance carriers for W&R Insurance Agencies, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a variety of investment and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher F

Series 63, Series 65

Langhorne, PA

LPL Financial

Christopher Frey is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and ownership of Frey & Frey LLC and Frey & Frey Properties LLC. 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 advisory and brokerage services, including financial planning and model portfolio programs, leveraging a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel B

Series 63, Series 65

Langhorne, PA

LPL Financial

Daniel Benster is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at several firms, including Janney Montgomery Scott, Wells Fargo Clearing, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to 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, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dean C

Series 63, Series 65

Langhorne, PA

LPL Financial

Dean Chalela is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes over two decades with various insurance carriers and Waddell & Reed, Inc., before joining LPL Financial in 2021. 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 with access to multiple investment strategies and platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Philip F

Series 63, Series 65

Langhorne, PA

LPL Financial

Philip Fredericks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and was involved with various insurance carriers from 2007 to 2021. Outside of his advisory role, he has been employed by the Office of New Jersey Assemblyman Robert J. Auth since 2014. 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 asset management services, leveraging both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ronald S

Series 63, Series 65

Langhorne, PA

LPL Financial

Ronald Smith is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has previously worked at Waddell & Reed, INC. for 22 years and has been involved with RRR LLC since 2020. Outside of his advisory role, he is an owner of RRR LLC, a real estate rental business. 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 financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher M

Series 63, Series 65

Langhorne, PA

LPL Financial

Christopher Mc Donald is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., Equitable Advisors, and various insurance carriers. 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 solutions delivered through a large network of advisors and utilizes a variety of advisory platforms and strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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