Georgetown, DE South Bedford St. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,678 advisors across 10,420 offices
Location
120 South Bedford St.
Georgetown DE 19947
Advisors at this office
3
Advisors at this office
Erin W
Series 66
Georgetown, DE
LPL Financial
Erin Winner is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Element Wealth Planning and Edward Jones. 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 various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Glenn S
CFP®, Series 66
Georgetown, DE
LPL Financial
Glenn Sweeten Jr. is a CFP® certificant with 12 years of industry experience, currently with LPL Financial since 2024. He was previously an advisor at Edward Jones for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.
Bonnie S
Series 66
Georgetown, DE
LPL Financial
Bonnie Sweeten is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2024. She previously worked at Edward Jones from 2016 to 2024. Outside of financial services, she owns and operates Sweetn Treats, a sole proprietorship established in 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, financial institutions, corporations, and charities. The firm provides financial planning, various advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.
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