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Richard S
Series 63, Series 65
York, PA
Private Advisor Group, LLC
Richard Shuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and was previously with VOYA Financial Advisors, Inc. from 2006 to 2013. Outside of finance, he has a background as a musician, specifically as a drummer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes multiple investment strategies, often implementing advice through third-party managers and technology platforms.
Erik M
Series 65, Series 63
York, PA
Private Advisor Group, LLC
Erik Myers is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at LPL Financial, Pruco Securities, and The Prudential Insurance Company of America. He also provides administrative support to Private Advisor Group through Sequential Wealth Management, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm uses a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.
Heather M
Series 66
York, PA
Private Advisor Group, LLC
Heather Marcus is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She began her career at LPL Financial and also operates TriHill Financial Advisors, where she has been active since 2013. Marcus is a commissioned notary in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions and advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies, utilizing third-party managers and technology platforms such as Orion and Pontera.
David T
Series 66
York, PA
Private Advisor Group, LLC
David Tushingham is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013 and previously held roles at VOYA Financial Advisors and Wells Fargo Clearing. Outside of investment advisory work, Tushingham is involved with Tree Hill Financial, LLC, a non-investment related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based model combining client goal assessment with portfolio management or manager selection, utilizing technology platforms and a range of investment strategies.
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