Anchorage, AK B Street Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,678 advisors across 10,420 offices

Location

4141 B Street #205

Anchorage AK 99503

Advisors at this office

3

Advisors at this office

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Roisin D

Series 66

Anchorage, AK

LPL Financial

Roisin D'angelo is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Lincoln Financial Securities, Valic Financial Advisors, and KPMG LLP. She is also engaged in two related investment businesses affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology solutions.

College savings (529s, UTMA, etc.)
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George G

Series 66

Anchorage, AK

LPL Financial

George Gates is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2002 and also engages in outside sales of non-variable insurance through Benefit Brokers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Stefan D

CFP®, Series 66

Anchorage, AK

LPL Financial

Stefan D'angelo is a CFP® credentialed financial advisor with 13 years of industry experience, currently with LPL Financial since 2023. He previously worked at Lincoln Financial Securities Corporation and Valic Financial Advisors. Outside of his advisory role, he is involved with Alpenglow Financial, focusing on non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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