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Kevin G
Series 66
Saint Marys, OH
LPL Financial
Kevin Glass is a financial advisor with LPL Financial in Saint Marys, Ohio, holding a Series 66 designation and 29 years of industry experience. His prior experience includes ten years at Raymond James Financial Services and one year at Raymond James Financial. Outside of his advisory role, Glass is involved in tax preparation and bookkeeping through McBride's Tax Services and sells fixed insurance products related to life, health, and fixed annuities. 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 other institutions. The firm offers a range of financial planning and portfolio management options, including model portfolios and third-party asset management, supported by a large network of investment adviser representatives.
Jeffrey D
Series 63
Saint Marys, OH
LPL Financial
Jeffrey Dieringer is a financial advisor with LPL Financial in Saint Marys, Ohio, holding a Series 63 designation and 26 years of industry experience. He worked at Edward Jones for three years before joining LPL Financial in 2010. Outside his advisory role, he acts as a general agent for several life, long-term care, and fixed annuity insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to model portfolios, third-party asset management, and institutional platforms.
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