Camden, ME Bay View St 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
24 Bay View St Suite 2
Camden ME 04843
Advisors at this office
4
Advisors at this office
Jerod C
CFP®, Series 66
Camden, ME
LPL Financial
Jerod Cronkite is a CFP® professional with 19 years of experience in financial services. He is currently with LPL Financial and has previously worked at Ameriprise and Edward Jones. Outside of advising, he manages several business entities related to tax and investment purposes. 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 advisory and brokerage services featuring model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.
Georgiana D
Series 66
Camden, ME
LPL Financial
Georgiana Darie is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2024, she worked at Ameriprise for three years. Outside of her advisory role, she has been involved in the restaurant business, including ongoing work with Long Grain Restaurant since 2019. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Jesse B
Series 65
Camden, ME
LPL Financial
Jesse Bifulco is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. Prior to joining LPL Financial, he worked at Penbay Financial, LLC, and has experience as an attorney with Jesse Bifulco, Attorney At Law. He is involved with Penbay Estate Planning Law Center, LLC, and Penbay Title LLC. 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 and access to various investment platforms, utilizing technology and multiple asset management strategies.
Charles W
Series 63, Series 66
Camden, ME
LPL Financial
Charles White Jr. is a financial advisor with LPL Financial based in Camden, ME, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services. He is also involved in a separate business entity, Cronkite and White, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by advanced operational tools and extensive asset management platforms.
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