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Dane D
Series 66
Mt. Pleasant, SC
LPL Financial
Dane Depolo is a financial advisor with LPL Financial located in Mt. Pleasant, SC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, RBC Capital Markets, and PCR Consulting. 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, model portfolio programs, third-party asset management, and institutional platforms.
Robert P
Series 63, Series 65
Mt. Pleasant, SC
LPL Financial
Robert Philbeck IV is a financial advisor with LPL Financial in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior work includes roles at Maryland Financial Group, Inc. and Securian Financial Services, Inc. He also conducts educational workshops through Legacy Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies across various allocation models.
Raymond F
Series 63, Series 65
Mt. Pleasant, SC
LPL Financial
Raymond Firestone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Maryland Financial Group, Inc. for 19 years and Financial Concepts Unlimited, Inc. for two years. Firestone serves on the board of the Gavalas Kolanko Foundation, a nonprofit organization. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.
Cathryn C
Series 63, Series 65
Mt. Pleasant, SC
LPL Financial
Cathryn Cato is a financial advisor with LPL Financial in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work history includes roles at Maryland Financial Group, Inc. and Citigroup Global Markets. She is also involved in tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and varied investment strategies.
Thomas B
Series 63, Series 65
Mt. Pleasant, SC
LPL Financial
Thomas Brophy III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has previously worked at Maryland Financial Group, Inc., FSC Securities Corporation, and Scott & Stringfellow, LLC. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by various operational and research tools.
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