Enola, PA Market Place Way Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,430 offices

Location

5000 Market Place Way

Enola PA 17025

Advisors at this office

4

Advisors at this office

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Tyler M

Series 66

Enola, PA

LPL Financial

Tyler Miller is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at Members 1st Federal Credit Union and LPL Financial since 2021, and previously held roles at Oldcastle APG, Rutter's Dairy, Inc., and Messiah College. 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 and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

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

Series 63, Series 66

Enola, PA

LPL Financial

William Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp. and Members 1st Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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

Series 66, Series 63

Enola, PA

LPL Financial

Johnston Kelso is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and two years of industry experience. He previously worked at The Vanguard Group and HR Block. Kelso is also affiliated with Members 1st Federal Credit Union in a financial institution role. 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 broad range of advisory programs and retirement plan consulting, using both discretionary and non-discretionary management supported by internal and third-party research.

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

Cole B

Series 66

Enola, PA

LPL Financial

Cole Backenstose is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and several other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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