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Robert S

CFP®, Series 63, Series 65

Seven Fields, PA

LPL Financial

Robert Shields is a CFP® professional with 47 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Waddell & Reed, INC. for 39 years. Outside of his advisory role, Shields is involved in a non-variable insurance business, Good Life Insurance Associates, based in Wyomissing, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse advisory programs and retirement plan consulting, utilizing various model portfolios, research, and technologies to support discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Michael L

CFP®, Series 65, Series 66

Seven Fields, PA

LPL Financial

Michael Law is a CFP®-credentialed financial advisor with 25 years of industry experience, currently affiliated with LPL Financial in Seven Fields, PA. He previously worked at Good Life Advisors, LLC for five years and has been with LPL Financial since 2014. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Patrick L

Series 66

Seven Fields, PA

LPL Financial

Patrick Levendusky is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BNY Mellon Securities Corp and Nuveen Asset Management, LLC. He also participates as a financial advisor with NSS Life. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by both discretionary and non-discretionary management, incorporating research and model portfolios from LPL Research and other subadvisors.

College savings (529s, UTMA, etc.)
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Patrick D

Series 63

Seven Fields, PA

LPL Financial

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2013. Devlin is involved with GoodLife Financial Group, LLC, an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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