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Peter G

Series 63

Middletown, NJ

LPL Financial

Peter Graham Sr. is a financial advisor with LPL Financial, holding a Series 63 credential and over 31 years of industry experience. He has been with LPL Financial since 1995 and has maintained a CPA and bookkeeping practice since 1970. In addition to his advisory role, he provides auditing, tax preparation, and financial planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Eugene G

Series 63, Series 66

Middletown, NJ

LPL Financial

Eugene Giordano is a financial advisor at LPL Financial with 25 years of industry experience. He has held his current position since 2003 and holds Series 63 and Series 66 licenses. His other business activities include servicing fixed insurance contracts and conducting transactions on life, disability, long-term care, and fixed annuities. 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. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Peter G

Series 66

Middletown, NJ

LPL Financial

Peter Graham Jr. is a financial advisor with LPL Financial in Middletown, NJ, holding a Series 66 credential and 11 years of industry experience. Since 2015, he has been associated with both LPL Financial and Navesink Wealth Management, where he holds a majority interest. 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 range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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