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William L
CFP®
Rockville, MD
Millennium Financial Services LLP
William Lascelle is a CFP® professional with 19 years of experience, working at Millennium Financial Services LLP since 1997. He is based in Rockville, MD. Millennium Financial Services LLP is a supported firm with two advisors.
Charles N
Series 63
Elkridge, MD
NorthStar Wealth Management, Inc.
Charles Nemphos is a financial advisor with NorthStar Wealth Management, Inc. in Elkridge, MD, holding a Series 63 designation and over 38 years of industry experience. He has worked at NorthStar Wealth Management since 2005 and Lasalle St. Securities, L.L.C. since 1998. Outside of financial services, Nemphos has been involved with Yale Sportwear Inc. since 1988. NorthStar Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on individualized portfolio management and periodic account reviews. The firm maintains a small team, allowing clients to interact directly with senior personnel and receive tailored investment oversight.
Jean Elizabeth H
CFP®, Series 66
Columbia, MD
NorthStar Wealth Management, Inc.
Jean Elizabeth Hubbard is a CFP® and holds a Series 66 license, with 26 years of industry experience. She has been with NorthStar Wealth Management, Inc. since 2005 and also maintains a longstanding affiliation with Lasalle St Securities, L.L.C. Outside of her advisory roles, she is involved with Windmill Point Real Estate. NorthStar Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on individualized portfolio management and ongoing advisory relationships to deliver tailored investment oversight.
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