Doylestown, PA W State St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

8

Of 22,678 advisors across 10,425 offices

Location

174 W State St

Doylestown PA 18901

Advisors at this office

8

Advisors at this office

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Christopher T

CFP®, Series 66

Doylestown, PA

LPL Financial

Christopher Tuck is a CFP® with 14 years of industry experience and has been with LPL Financial since 2011. He operates out of Doylestown, PA, and is also involved in selling disability insurance policies. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, model portfolios, and retirement plan consulting services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Jared L

Series 63, Series 65

Doylestown, PA

LPL Financial

Jared Lynch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and has four years of industry experience. He previously worked at The Vanguard Group and Revity Consulting. 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, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
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Alan H

Series 66

Doylestown, PA

LPL Financial

Alan Hark is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2011 and also operates Hark & Associates P.C., providing accounting, tax, and business consulting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a wide range of advisory programs and financial planning services.

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

Series 65

Doylestown, PA

LPL Financial

Matthew Maskarinec is a financial advisor with LPL Financial, holding a Series 65 designation and based in Doylestown, PA. He has been with LPL Financial since 2025 and has over a decade of experience through his work at Hark Maskarinec, PC. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Jared H

Series 65

Doylestown, PA

LPL Financial

Jared Hark is a financial advisor with LPL Financial, holding a Series 65 designation and three years of industry experience. He previously worked at Hark & Associates, PC and has held positions at Urban Outfitters, Temple University, and Rally House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research.

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

CFP®, ChFC®, Series 63, Series 65

Doylestown, PA

LPL Financial

John Richards is a CFP® and ChFC® with 29 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. His prior experience includes roles at Lincoln Financial Securities and Securian Financial Services, among others. Richards also owns and operates an insurance agency and provides insurance advisory services in the Pennsylvania area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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Joseph F

Series 66

Doylestown, PA

LPL Financial

Joseph Flynn is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previous experience at Equitable Advisors and Cobham Advanced Electronic Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Scott K

Series 63, Series 65

Doylestown, PA

LPL Financial

Scott Kleiman is a financial advisor with LPL Financial in Doylestown, PA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Kleiman is also involved in selling fixed annuities and various types of insurance products. 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 wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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