Kingston, NY Pearl Street Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,430 offices

Location

60 Pearl Street

Kingston NY 12401

Advisors at this office

2

Advisors at this office

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Marianne H

Series 66

Kingston, NY

LPL Financial

Marianne Hobson is a Series 66-licensed financial advisor with 10 years of industry experience. She has been with LPL Financial since 2020 and previously worked at Dunham & Associates Investment Counsel, Inc. from 2016 to 2020. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a variety of portfolio options.

College savings (529s, UTMA, etc.)
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Steven D

Series 63, Series 65

Kingston, NY

LPL Financial

Steven Dawson is a financial advisor with LPL Financial in Kingston, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2000. Steven also maintains a DBA under the name Safety Harbor Financial. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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