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Seth S
Series 66
Stuart, FL
LPL Financial
Seth Sonnier is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 credential and has previously worked at Florida Financial Advisors and Trinity Wealth Securities L.L.C. Outside of his advisory role, Seth is involved with Sonnier Brothers LLC, a non-investment-related business entity. 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 through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.
Jacob D
Series 65, Series 63
Stuart, FL
LPL Financial
Jacob Dean is a financial advisor with LPL Financial in Stuart, Florida, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors. Dean is involved with Initiative Wealth Planners, a related business offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and various strategic approaches to asset management.
Bradley S
Series 63, Series 65
Stuart, FL
LPL Financial
Bradley Sonnier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at LPL Financial in two separate periods, totaling four years, and has prior experience at Trinity Wealth Securities and Florida Financial Advisors. Outside of advisory work, he is involved with Sonnier Brothers LLC, a non-investment-related business entity for tax and investment purposes. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Joseph M
Series 65, Series 63
Stuart, FL
LPL Financial
Joseph Marton IV is a financial advisor with LPL Financial based in Stuart, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining LPL in 2025, he spent six years with Trinity Wealth Securities and Florida Financial Advisors. He also has experience outside the financial sector, including running Bradford Catered Events from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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