Dover, PA 5301 Carlisle Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,430 offices

Location

5301 Carlisle Rd

Dover PA 17315

Advisors at this office

3

Advisors at this office

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Zane A

Series 66

Dover, PA

LPL Financial

Zane Akin is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and Baker Financial Group. Outside of his advisory role, he serves as a notary and is involved in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

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

CFP®, ChFC®, Series 63, Series 65

Dover, PA

LPL Financial

James Baker is a CFP® and ChFC® with 30 years of industry experience. He currently works at LPL Financial and has previously been with Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and FSC Securities Corporation. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

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

Tyler B

Series 66

Dover, PA

LPL Financial

Tyler Baker is a financial advisor with LPL Financial in Dover, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments and Grove Point Advisors from 2022 to 2025 and has operated Baker Financial Group since 2021. 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, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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