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Brian H
Series 66
Latham, NY
LPL Financial
Brian Harwood is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining LPL Financial in 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios supported by LPL Research and third-party subadvisors.
Craig W
Series 63, Series 65
Latham, NY
LPL Financial
Craig Wilson is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed and various insurance carriers associated with W & R Insurance Agencies. 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, offering a range of advisory programs, financial planning, and brokerage services.
Richard A
Series 63, Series 66
Latham, NY
LPL Financial
Richard Anthony is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at LPL Financial and its predecessor firms since 2005 and is currently associated with Community Resource Federal Credit Union. Outside of his advisory role, he is a New York State Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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