Green Brook, NJ 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
2
Of 22,678 advisors across 10,430 offices
Location
235 Us Highway 22 Ste 6
Green Brook NJ 08812-1917
Advisors at this office
2
Advisors at this office
Brian S
Series 63, Series 65
Green Brook, NJ
LPL Financial
Brian Sweatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Raymond James Financial Services Advisors Inc. and managing his own firm, Sweatt & Walters Associates LLC, since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and nonprofits. The firm offers financial planning, advisory programs, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.
Mark W
Series 63, Series 65
Green Brook, NJ
LPL Financial
Mark Walters is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Raymond James Financial Services from 2014 to 2020 and has been associated with Sweatt & Walters Associates LLC since 1985. 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 provides a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios and research from multiple sources.
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