Florham Park, NJ 30 Columbia Turnpike Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,430 offices

Location

30 Columbia Turnpike Ste 101

Florham Park NJ 07932

Advisors at this office

4

Advisors at this office

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Alan B

Series 63, Series 65

Florham Park, NJ

LPL Financial

Alan Becker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with LPL Financial since 2014 and also operates Summit Asset Management, Inc. Outside of advisory services, Becker is involved with Life Policy Pros, Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of adviser representatives. The firm provides a broad range of financial planning and advisory services, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various investment program options.

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

Series 63, Series 66

Florham Park, NJ

LPL Financial

Ryan Becker is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2021. His prior experience includes roles at Summit Asset Management Inc. and Mass Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Douglas C

Series 63

Florham Park, NJ

LPL Financial

Douglas Chapman is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera, Allied Wealth Partners, and Securian Financial Services. Outside of advisory work, he is involved with Tax Planning Group LLC, where he provides tax preparation and bookkeeping services. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

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

Vincent P

CFP®, Series 63, Series 65

Florham Park, NJ

LPL Financial

Vincent Pallitto Jr. is a CFP® with 26 years of industry experience, currently associated with LPL Financial. He has served at LPL Financial since 2000 and also holds roles at Magone & Company, P.C. and Summit Asset Management, Inc. In addition to his advisory work, he operates a CPA firm focused on tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and services, employing both discretionary and non-discretionary management strategies supported by in-house research and third-party resources.

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