Souderton, PA Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

2

Of 3,118 advisors across 855 offices

Location

127 East Broad Street

Souderton PA 18964

Advisors at this office

2

Advisors at this office

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Shaun C

Series 63, Series 65

Souderton, PA

LPL Enterprise

Shaun Conahan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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

Series 63, Series 65

Souderton, PA

LPL Enterprise

Brent Bernd is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he coaches the cross-country team at Dock Mennonite Academy and serves on the Souderton-Telford Historical Society board. 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, model wealth portfolios, third-party asset management programs, and access to various brokerage and insurance products via an integrated platform.

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