Cortland, NY Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

2

Of 3,118 advisors across 856 offices

Location

23 Main Street, Suite 313

Cortland NY 13045

Advisors at this office

2

Advisors at this office

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Aidan C

Series 66

Cortland, NY

LPL Enterprise

Aidan Carpenter is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Carpenter is involved in community activities as a basketball coach at Mater Dei Academy and a music instructor at the YMCA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Thomas C

Series 66

Cortland, NY

LPL Enterprise

Thomas Cannon III is a Series 66-credentialed financial advisor with one year of industry experience. He is currently associated with LPL Enterprise LLC and previously worked for Tompkins Community Bank for seven years. He serves on the board of Cortland Loaves & Fishes, a local nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by a platform that integrates adviser programs with insurance sales and collateralized lending.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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