Hamden, CT 2319 Whitney Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,432 offices

Location

2319 Whitney Ave Suite 3 D

Hamden CT 06518

Advisors at this office

7

Advisors at this office

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Christopher S

Series 63, Series 66

Hamden, CT

LPL Financial

Christopher Stevens is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charlies Meat Market and Vector Marketing, as well as time at Nichols College. Stevens operates under the DBA Stevens & Boutilier Financial Advisors, LLC for his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

College savings (529s, UTMA, etc.)
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Christopher G

Series 66

Hamden, CT

LPL Financial

Christopher Gavin is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of experience in the industry. He has been with LPL Financial since 2019 and also operates Squareknot Advisory Partners LLC. Outside of his advisory work, he is involved in several business ventures including a food company and a consulting group. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by extensive research and diverse portfolio management options.

College savings (529s, UTMA, etc.)
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Kevin G

Series 63, Series 65

Hamden, CT

LPL Financial

Kevin Gargano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co of America, Prudential Annuities Distributors, Raymond James Financial Services, Liberty Bank, and Vantis Life Insurance Co of CT. Outside of finance, he is the president and owner of RoGar Pharma, a non-investment-related business. 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 financial planning and advisory programs, leveraging research and model portfolios from various sources to support both discretionary and non-discretionary management strategies.

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

Series 66, Series 63

Hamden, CT

LPL Financial

Joshua Salgado is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial, Salgado worked at David Lerner Associates for two years and has a background that includes multiple roles at PepsiCo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Joseph M

ChFC®, Series 63, Series 65

Hamden, CT

LPL Financial

Joseph Mcdonagh is a financial advisor with LPL Financial in Hamden, CT, holding the ChFC® designation and securities licenses Series 63 and 65. He has 34 years of industry experience, including roles at Waddell & Reed and various insurance carriers. In addition to his advisory work, he has served as an election worker for the Town of Hamden. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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

Series 63, Series 65

Hamden, CT

LPL Financial

Patrick Boutilier is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Waddell & Reed, Inc. and ownership of Stevens & Boutilier Financial Advisors LLC. He was also involved with the Hamden Rotary for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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

Mark S

CFP®, Series 63, Series 65

Hamden, CT

LPL Financial

Mark Stevens is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2021. He has previously operated his own advisory practices, including Stevens Group Financial Services LLC and Stevens & Boutilier Financial Advisors. Stevens also has experience with insurance agencies and Waddell & Reed, Inc. Outside of advisory work, he has been involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating model portfolios and research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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