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Robert P

Series 63, Series 66

Olney, MD

LPL Financial

Robert Pfeifer is a financial advisor with LPL Financial in Olney, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Brian B

CFP®, Series 63, Series 65

Olney, MD

LPL Financial

Brian Bailey is a CFP® professional with 32 years of industry experience, currently serving at LPL Financial. He has worked previously at Grove Point Investments, LLC, Grove Point Advisors, LLC, Maple Tree Financial, and H. Beck, Inc. In addition to his advisory role, he operates Maple Tree Financial Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing a variety of discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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