Dubois, PA Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

2

Of 3,118 advisors across 856 offices

Location

Dubois PA

Advisors at this office

2

Advisors at this office

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Joseph R

Series 63, Series 65

Dubois, PA

LPL Enterprise

Joseph Rearick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior experience includes a decade at Pruco Securities, LLC, and ongoing involvement with Encompass Financial Group LLC since 2009. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

Dubois, PA

LPL Enterprise

Caroline Rearick is a financial advisor with LPL Enterprise in Dubois, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked at Pruco Securities, LLC for 28 years before joining LPL Enterprise in 2024. She also has a role as a financial planner with Prudential Advisors, focusing on property and casualty. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and a variety of brokerage and insurance products.

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