Danvers, MA 150 A Andover St Suite 8 Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,432 offices

Location

150 A Andover St, Suite 8

Danvers MA 01923

Advisors at this office

7

Advisors at this office

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Dillon M

Series 66

Danvers, MA

LPL Financial

Dillon Murphy is a financial advisor at LPL Financial in Danvers, MA, holding a Series 66 designation with three years of industry experience. His prior work includes a role at Brian Woods Financial Services and two separate tenures at LPL Financial. He also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Jeffrey M

Series 66

Danvers, MA

LPL Financial

Jeffrey Mishol is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, he worked at VOYA Financial Advisors for six years. Outside of his advisory role, he operates a vehicle rental business through the Turo app. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Mary R

Series 63, Series 65

Danvers, MA

LPL Financial

Mary Robbins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2019 and previously spent six years with VOYA Financial Advisors. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 65

Danvers, MA

LPL Financial

Renee Senes is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at VOYA Financial Advisors for six years before joining LPL Financial in 2021. Senes is a Certified Divorce Financial Analyst and teaches adult education courses on divorce planning and Social Security benefits. She is also an author of books addressing financial issues related to divorce. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Brian V

CFP®, Series 63, Series 66

Danvers, MA

LPL Financial

Brian Vinagro is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2018, he was affiliated with SII Investments beginning in 2016. Vinagro Wealth Management, LLC is a business entity he uses for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Robert P

Series 63, Series 65

Danvers, MA

LPL Financial

Robert Petrella is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at New England Financial, Securian Advisors of New England, Minnesota Life Insurance Co, Navy Federal Brokerage Services, Global Investment Advisors, and Essex Securities. He is also involved in a fixed non-variable insurance business. 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 model portfolios and retirement plan consulting, and employs various investment strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Timothy M

Series 63, Series 65

Danvers, MA

LPL Financial

Timothy Murphy is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes over two decades at Investors Capital Advisory Services and several years at Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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