Avon, CT Tower Lane Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,430 offices
Location
30 Tower Lane
Avon CT 06001
Advisors at this office
3
Advisors at this office
Max L
Series 66
Avon, CT
LPL Financial
Max Leopold is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Honor, Townsend & Kent and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in tax preparation and accounting services as part of Leopold Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and multiple portfolio management strategies.
Susan D
CFP®, Series 66
Avon, CT
LPL Financial
Susan Davies is a CFP® professional affiliated with LPL Financial, with two years of industry experience. She previously worked at US Wealth Management from 2014 to 2023 before joining LPL Financial. In addition to her advisory role, she is a commissioned notary in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technologies.
Thomas P
Series 63
Avon, CT
LPL Financial
Thomas Pringle is a financial advisor with LPL Financial in Avon, CT, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2009. Pringle serves as a co-trustee for a client account in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.
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