Binghamton, NY Riverside Dr Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

33 Riverside Dr

Binghamton NY 13905

Advisors at this office

5

Advisors at this office

user avatar

Marcene D

Series 63

Binghamton, NY

LPL Financial

Marcene Depew is a financial advisor with LPL Financial in Binghamton, NY, holding a Series 63 designation and 25 years of industry experience. She has worked at LPL Financial since 2016 and also has roles with Visions Analysis LLC and Visions Federal Credit Union. Depew serves as a notary public in addition to her advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Leo O

CFP®, Series 66

Binghamton, NY

LPL Financial

Leo O'Connor Jr. is a CFP® professional with nine years of experience, currently associated with LPL Financial in Binghamton, NY. He has worked under his own entities, including Visions Analysis LLC and O'Connor Investments, and is involved with Visions Federal Credit Union. Outside of financial advising, he has worked as a delivery driver for DoorDash and Amazon Flex. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, access to model portfolios and third-party asset managers, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Leo O

CFP®, Series 63, Series 65

Binghamton, NY

LPL Financial

Leo O'Connor Sr. is a CFP® professional with 48 years of industry experience, currently affiliated with LPL Financial in Binghamton, NY. His prior roles include positions at Lincoln Investment and Capital Analysts, Inc. He has been associated with Visions Federal Credit Union since 2016. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Cameron F

Series 66

Binghamton, NY

LPL Financial

Cameron Fedish is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Applied Medical Resources. Cameron is also involved with Visions Federal Credit Union as a Client Relationship Manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Candace C

Series 66

Binghamton, NY

LPL Financial

Candace Chapman is a Series 66-licensed financial advisor with LPL Financial, based in Binghamton, NY, and has four years of industry experience. She has worked at LPL Financial since 2022 and is also involved with Visions Analysis LLC and Visions Federal Credit Union. Prior to her financial services career, she spent 23 years at WBNG-TV and five years at Rosanne Sall Advertising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services, utilizing a range of strategies and technology to support its broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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