Lunenburg, MA Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,716 advisors across 10,432 offices

Location

603 Massachusetts Ave

Lunenburg MA 01462

Advisors at this office

6

Advisors at this office

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Anthony C

Series 63, Series 65

Lunenburg, MA

LPL Financial

Anthony Coletti Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Workers Credit Union, CUSO Financial Services, LP, and Cammack LaRhette Advisors. He is also involved with Workers Investments & Planning Solutions, a DBA entity related to his LPL 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-supported investment solutions.

College savings (529s, UTMA, etc.)
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Ryan L

Series 63, Series 65

Lunenburg, MA

LPL Financial

Ryan Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2025 and concurrently serves Workers Credit Union, where he has been active since 2014. 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 model portfolios and retirement plan consulting, with a focus on both discretionary and non-discretionary management.

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

Series 63, Series 65

Lunenburg, MA

LPL Financial

David Earls is a financial advisor with LPL Financial in Lunenburg, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Workers Credit Union since 2001 and was previously affiliated with CUSO Financial Services, L.P. from 2001 to 2025. Outside of his advisory role, Earls engages in tax preparation and accounting services and serves as a notary. 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 a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Keith N

Series 63, Series 66

Lunenburg, MA

LPL Financial

Keith Najjar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Workers Credit Union and several Citizens Bank-related entities. He is involved with Workers Investments & Planning Solutions alongside his advisory work. 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 a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 66, Series 65, Series 63

Lunenburg, MA

LPL Financial

John Dibenedetto is a financial advisor with LPL Financial, holding Series 66, Series 65, and Series 63 credentials and two years of industry experience. His prior roles include positions at Workers Credit Union, Cmind, Ascendi Advisor Solutions, and Fusion Financial Partners. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Peter F

Series 63, Series 65

Lunenburg, MA

LPL Financial

Peter Fredericks is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones, Lincoln Financial Securities, and CUSO Financial Services. Fredericks is also involved with Workers Federal Credit Union. 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, backed by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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