Cumberland, MD N Liberty St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,678 advisors across 10,418 offices

Location

29 N Liberty St

Cumberland MD 21502

Advisors at this office

5

Advisors at this office

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Larry B

Series 63, Series 65

Cumberland, MD

LPL Financial

Larry Boggs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, serving clients for a combined 12 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Molly B

Series 66

Cumberland, MD

LPL Financial

Molly Beeman is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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Mirjhana B

Series 63, Series 66

Cumberland, MD

LPL Financial

Mirjhana Buck is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 17 years. In addition to her advisory role, she is also a certified notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Patsy S

CFP®, Series 63, Series 65

Cumberland, MD

LPL Financial

Patsy Stullenbarger is a financial advisor with LPL Financial and holds the CFP® designation, along with Series 63 and Series 65 licenses. She has 38 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stullenbarger also serves as a notary in Cumberland, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and a range of investment strategies.

College savings (529s, UTMA, etc.)
user avatar

Jeffrey B

Series 63, Series 65

Cumberland, MD

LPL Financial

Jeffrey Bennett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at M&T Securities, Inc. since 2000 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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