Bethlehem, PA Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
Bethlehem PA
Advisors at this office
3
Advisors at this office
Jennifer T
Series 63, Series 65
Bethlehem, PA
LPL Financial
Jennifer Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Cadaret Grant & Co., Inc., Royal Alliance Associates, Inc., Valor Wealth Management, and MML Investors Services. Outside of finance, she was involved with Pink Entourage Salon for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both in-house and third-party resources, and supports a large network of advisors with advanced research and operational tools.
Louis N
Series 63, Series 65
Bethlehem, PA
LPL Financial
Louis Nemeth Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Transamerica Financial Advisors. Outside of advisory work, he has an ongoing involvement with Transamerica Life Insurance Co. in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of more than 22,800 advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Brandon M
Series 65
Bethlehem, PA
LPL Financial
Brandon Medici is a financial advisor with LPL Financial holding a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Fox Financial Group and Heart & Home Realty, where he is involved in real estate brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.
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