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Evan H

CFP®, Series 66

Williamsville, NY

LPL Financial

Evan Harof is a CFP® with six years of industry experience, currently affiliated with LPL Financial. He has held roles at Rampart Wealth Management and Commonwealth Financial Network. Outside of his advisory work, Harof serves as the treasurer for the CBS Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing multiple investment strategies and platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Edward H

Series 63, Series 66

Williamsville, NY

LPL Financial

Edward Harof is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rampart Wealth Management, Commonwealth Financial Network, Royal Alliance Associates, and Georgetown Capital Group. Harof is also the owner of Rampart Asset Management Group, LLC, a private entity facilitating securities, advisory, and insurance business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing substantial discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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