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George B

Series 63, Series 66

Stamford, CT

LPL Financial

George Buck is a financial advisor with LPL Financial in Stamford, CT, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining LPL Financial in 2018, he worked at HB Capital Partners from 2016 to 2018. 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 research and model portfolios.

College savings (529s, UTMA, etc.)
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Terence B

Series 63, Series 65

Stamford, CT

LPL Financial

Terence Barnett is a financial advisor with LPL Financial in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2020, he spent a decade at Ameriprise Financial Services. He is also the author of an ebook titled "9 Simple Steps To Help." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Lucas M

Series 66

Stamford, CT

LPL Financial

Lucas Margenot is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Equity Services Inc, Schnitzler Law, and Richard J Margenot LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Christopher A

Series 63, Series 65

Stamford, CT

LPL Financial

Christopher Aguele is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2017 and previously at People's Securities, Inc. from 2013 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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