Annapolis, MD 888 Bestgate Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,432 offices

Location

888 Bestgate Rd Ste 305

Annapolis MD 21401

Advisors at this office

3

Advisors at this office

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Erin W

Series 63, Series 65

Annapolis, MD

LPL Financial

Erin Willis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2026, she spent 13 years with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of her advisory work, Willis is also a musician and operates several independent business ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing diverse investment strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Luke K

Series 66

Annapolis, MD

LPL Financial

Luke Krmpotich is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and Morgan Stanley. In addition to his advisory role, he operates as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Douglas P

Series 66

Annapolis, MD

LPL Financial

Douglas Potash is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 22 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research from 2012 to 2026. Outside of his advisory work, Potash is the owner of a social networking group called Shidoobee with StonesDoug. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

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