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Biren P

CFP®, Series 66

Manchester, NH

LPL Financial

Biren Patel is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP® and Series 66 credentials and has worked at firms including Fidelity Investments, TD Bank, and Bar Harbor Bank and Trust. Outside of advisory work, he is employed as a delivery driver and also serves as a notary in Manchester, NH. 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 financial planning, model portfolio programs, access to third-party asset managers, and institutional platforms, combining extensive resources with 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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Jack C

Series 66

Manchester, NH

LPL Financial

Jack Cowette is a Series 66 licensed financial advisor with LPL Financial in Manchester, NH, where he has worked since 2022. He has one year of industry experience and prior work includes roles at St. Mary’s Bank and the University of New Hampshire. Outside of finance, he previously worked in the restaurant industry at Giovanni's Roast Beef & Pizza. 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, including access to third-party asset managers and institutional platforms.

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

Series 66

Manchester, NH

LPL Financial

Evan Searles is a financial advisor with LPL Financial in Manchester, NH, holding a Series 66 license and one year of industry experience. His prior roles include positions at Portsmouth Gas Light Company, St. Mary's Bank, and Northway Bank. In addition to his advisory work, he is a notary and maintains ongoing employment outside the investment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives, offering multiple investment platforms and tools for both discretionary and non-discretionary account management.

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