Cortland, OH Niles Cortland Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,678 advisors across 10,430 offices
Location
3310 Niles Cortland Rd
Cortland OH 44410
Advisors at this office
3
Advisors at this office
Joshua B
Series 66
Cortland, OH
LPL Financial
Joshua Barr is a financial advisor with LPL Financial in Cortland, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, MassMutual, MML Investors Services, and Seven Seventeen CU Inc. He is also involved with the 7 17 Retirement & Investment Group, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.
Paul F
CFP®, ChFC®, Series 63, Series 66
Cortland, OH
LPL Financial
Paul Finch is a CFP® and ChFC® with 30 years of industry experience. He is currently with LPL Financial and has worked with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2008. He also holds a notary commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.
William D
Series 63, Series 65
Cortland, OH
LPL Financial
William Day is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cuna Mutual Group and Cuna Brokerage Services, Inc. Day operates out of Cortland, Ohio. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting supported by research, model portfolios, and technology-driven strategies.
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