Leominster, MA Park St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,432 offices

Location

11 Park St

Leominster MA 01453

Advisors at this office

3

Advisors at this office

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Robert C

Series 66

Leominster, MA

LPL Financial

Robert Curtis is a financial advisor with LPL Financial in Leominster, MA, holding a Series 66 credential and 26 years of industry experience. He has previously worked at VOYA Financial Advisors and operates Curtis Asset Management. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services with access to diverse investment strategies and research support.

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

Series 63, Series 65

Leominster, MA

LPL Financial

Patrick English is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

John E

ChFC®, Series 63

Leominster, MA

LPL Financial

John English is a financial advisor with LPL Financial in Leominster, MA. He holds the ChFC® designation and the Series 63 license, and has five years of industry experience. His prior work includes positions at Whole Foods Market and Voya Financial Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, and provides both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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