Canfield, OH Starrs Centre Dr 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

3887 Starrs Centre Dr Ste 2

Canfield OH 44406

Advisors at this office

8

Advisors at this office

user avatar

Armand D

Series 63, Series 66

Canfield, OH

LPL Financial

Armand De Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise, Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, Alphastar Capital Management, and Scottrade. He is also a notary in Ohio, performing notary duties on a part-time basis. 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, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

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

Patrick R

Series 66

Canfield, OH

LPL Financial

Patrick Russo is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2019. Outside of his advisory role, he is involved in a family trucking business in Canfield, Ohio. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its 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
user avatar

Victor D

Series 63, Series 65

Canfield, OH

LPL Financial

Victor Daprile is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining LPL Financial in 2012. Outside of his advisory role, he owns a business operating in the restoration services sector. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by advanced research and operational tools.

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

Wilbur K

Series 66

Canfield, OH

LPL Financial

Wilbur Kline is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2015, he served in the US Army Reserves for 35 years. Outside of advising, he is involved in several business ventures including a retail food and beverage startup and a product distribution and warehousing company. 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 institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by 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

Renee H

Series 66

Canfield, OH

LPL Financial

Renee Hefner is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Ameriprise and J.P. Morgan Securities. Outside of advising, she owns Life Management Consultants, LLC, a consulting 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, utilizing both discretionary and non-discretionary investment strategies.

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

Bradley F

Series 66

Canfield, OH

LPL Financial

Bradley Forrider is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, MassMutual Life Insurance Co., and MML Investors Services. Outside of his advisory role, he serves on the board of the Allgheny WMC Stewardship Foundation and is involved with the Columbiana County Board of Elections. 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 institutions. The firm offers a range of financial planning and investment solutions supported by a large network of advisors 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

Charlotte W

Series 66

Canfield, OH

LPL Financial

Charlotte Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has worked at LPL Financial since 2024 and has a background in various church ministries, including ongoing roles with Ministry Architects and First Presbyterian Church. Outside of her advisory role, she continues to engage with these ministries through outside employment. 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, model portfolio programs, and institutional platforms.

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

Jennifer C

Series 66

Canfield, OH

LPL Financial

Jennifer Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2014 and is based in Canfield, Ohio. Additionally, she holds a Notary Public commission from the State of Ohio. 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 management services, including access to third-party asset managers and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
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