Laconia, NH Court Street Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
174 Court Street
Laconia NH 03246-2557
Advisors at this office
3
Advisors at this office
Kendra D
Series 63, Series 65
Laconia, NH
LPL Financial
Kendra Deal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolio programs, and institutional platforms.
Justin R
Series 63, Series 66
Laconia, NH
LPL Financial
Justin Rasmusson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include seven years with Fidelity Brokerage Services LLC and one year with Fidelity Investments. Outside of his advisory work, he serves in the Air National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset classes.
Kaitlyn S
Series 66
Laconia, NH
LPL Financial
Kaitlyn Sasseville is a financial advisor with LPL Financial in Laconia, NH, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, she worked in the hospitality and education sectors, including roles at Planet Fitness, Great NH Restaurants, and Southern New Hampshire University. Outside of her advisory work, she is employed as a waitress at Ellacoya Bar & Grille. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various asset classes.
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