Ruben Bakhash is a financial advisor with LPL Financial in Woodcliff Lake, NJ, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with LPL Financial since 1998 and has taught finance and CFP-related courses at Fairleigh Dickinson University since 2005. In addition to his advisory work, he is licensed as an independent insurance agent selling fixed annuities and has experience as a mortgage broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Joshua Bakhash is a financial advisor with LPL Financial in Woodcliff Lake, NJ, holding a Series 66 license and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he maintains a real estate license with Re/Max in New Jersey but is not actively involved in commercial or residential real estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.