Camp Hill, PA 4000 Market St Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,510 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

4000 Market St

Camp Hill PA 17011

Advisors at this office

5

Advisors at this office

user avatar

Devon R

Series 63, Series 65

Camp Hill, PA

LPL Financial

Devon Roberson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Nationwide Insurance. Outside of his advisory role, he is involved in soccer coaching with the Eagle FC Football Club and the JT Dorsey Foundation in Pennsylvania. 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 portfolio management services through a broad network of investment adviser representatives.

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

Justin D

Series 66

Camp Hill, PA

LPL Financial

Justin Dunwoody is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 16 years. Outside of his advisory role, he is a part owner and sales representative of BSD Holdings, a home-based business. 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, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

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

Corey B

CFP®, ChFC®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Corey Basehore is a financial advisor with LPL Financial in Camp Hill, PA. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 25 years at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Sarah L

ChFC®, Series 66

Camp Hill, PA

LPL Financial

Sarah Leer is a ChFC® and holds the Series 66 designation, with 23 years of experience in the financial services industry. She currently serves at LPL Financial and previously worked at MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed. Her activities include involvement with Polaris Advisors LLC, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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

Alexander S

Series 66

Camp Hill, PA

LPL Financial

Alexander Storbeck is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at MassMutual and MML Investors Services. Storbeck is also involved with Polaris Advisors LLC, an entity related to his LPL business and non-variable insurance sales. 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 wide range of services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided by investment adviser representatives using both proprietary and third-party strategies.

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