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Patrick T
CFP®, Series 63, Series 65
Virginia Beach, VA
LPL Financial
Patrick Tedesco is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Mutual of Omaha, Humana, and Waddell & Reed, Inc., among others. He also serves as a trustee for the Rose Tedesco Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.
Karen M
CFP®, Series 63, Series 65, Series 66
Virginia Beach, VA
LPL Financial
Karen Mcnabb is a CFP® professional with 14 years of experience, currently advising clients at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with the Financial Planning Association of Hampton Roads. She has also served in community roles such as the Strawbridge Elementary PTA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research.
Noel M
Series 63, Series 65
Virginia Beach, VA
LPL Financial
Noel Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 30 years with Waddell & Reed, Inc. and various insurance carriers. Martin is also a managing member of DNP&P Group, LLC, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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