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Joseph S

Series 63

Royersford, PA

LPL Financial

Joseph St. Pedro is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in insurance sales and co-owns a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment approaches and offers various platforms and tools for financial planning and portfolio management.

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

Series 63

Royersford, PA

LPL Financial

David Wood is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He is also the owner of SEA BUDDY ENTERPRISES LLC, a business registered in Doylestown, PA. 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 wide range of advisory services and investment strategies, supported by extensive resources and a large network of advisors.

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

Series 63, Series 66

Royersford, PA

LPL Financial

Richard Storms is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 26 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns Naturally Rofo, a farm store distributing beef and produce, and is involved in farming operations through Heritage Farming LLC and Family Tradition Farming LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by a large network of investment adviser representatives who utilize customized strategies and advanced tools.

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