Augusta, MI Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,440 offices

Location

Augusta MI

Advisors at this office

2

Advisors at this office

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Paulette B

Series 66

Augusta, MI

LPL Financial

Paulette Behan is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. She has worked with LPL Financial since 2019 and previously with FSC Securities Corp, alongside operating Behan and Company, Ltd. since 1991. Outside of her advisory work, she is president of Eastfork Ranch LTD, which provides equestrian lessons. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

College savings (529s, UTMA, etc.)
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Richard B

Series 63, Series 65

Augusta, MI

LPL Financial

Richard Behan Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 26 years with FSC Securities Corporation. Outside of financial advising, he serves as vice president of Eastfork Ranch LTD, an equestrian-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, model portfolios, and consulting services.

College savings (529s, UTMA, etc.)
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