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Richard H
Series 63
Palm, PA
LPL Financial
Richard Hoffman is a financial advisor at LPL Financial with 57 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, LLC, Hoffman Financial Services, H. Beck, Inc., and Securities America Advisors, Inc. He is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.
Gregg H
Series 63, Series 65
Palm, PA
LPL Financial
Gregg Hoffman is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. Beck, Inc., Securities America Advisors, Inc., and Grove Point Investments, LLC. Outside of his advisory role, he is an active musician playing the trombone with the Red Hill Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of investment strategies.
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