Guilford, CT Goose Ln Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
135 Goose Ln
Guilford CT 06437
Advisors at this office
3
Advisors at this office
Meagan D
Series 63, Series 65
Guilford, CT
LPL Financial
Meagan Dejesus is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Ohio National Financial Services since 2010 and at O.N. Equity Sales Company from 2009 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research resources, and technology-driven solutions.
Meghan M
Series 65, Series 63
Guilford, CT
LPL Financial
Meghan Mills is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and four years of industry experience. She has worked previously at The O.N. Equity Sales Company and Diastole Wealth Management, Inc. Mills also holds a notary commission in the state of Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology across discretionary and non-discretionary management strategies.
Sydney C
Series 66
Guilford, CT
LPL Financial
Sydney Cunningham is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Cunningham has held roles at Sound Generational Wealth and Target, and has been involved with Just Hatched LLC since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.
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