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Joseph S
Series 63
Royersford, PA
LPL Financial
Joseph St. Pedro is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His prior work includes ten years at National Planning Corporation and seven years with Securities America Advisors and Securities America Inc. He is also involved in insurance sales and co-owns Pottstown Progress Group, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.
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. He previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he owns SEA BUDDY ENTERPRISES LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.
Richard S
Series 63, Series 66
Royersford, PA
LPL Financial
Richard Storms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns and operates Naturally Rofo, a farm store specializing in beef and produce, and is involved with Heritage Farming LLC and Family Tradition Farming LLC, both focused on agricultural activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management.
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