Lutherville, MD 1301 York Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,430 offices

Location

1301 York Rd, Ste 205

Lutherville MD 21093

Advisors at this office

7

Advisors at this office

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David G

Series 63, Series 65

Lutherville, MD

LPL Financial

David Grabner is a financial advisor with LPL Financial in Lutherville, MD, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Grove Point Investments, Grove Point Advisors, H.P Executive Group, and H. Beck, Inc. Outside of his advisory work, he is involved with a farm business in Glen Arm, MD. LPL Financial serves individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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

CFP®, ChFC®, Series 63

Lutherville, MD

LPL Financial

Kevin Bultman is a financial advisor at LPL Financial with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. He is also involved with The BJ Executive Group, a business entity used for tax and investment purposes. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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

Series 63, Series 66

Lutherville, MD

LPL Financial

Tyler Grabner is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Grove Point Advisors, T. Rowe Price, and Grabner Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, corporations, and other institutions through a large national network. The firm provides a range of advisory programs and financial planning services supported by research and technology.

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

Series 63, Series 65

Lutherville, MD

LPL Financial

Mary Burrows is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior work includes positions at Grove Point Investments, Apple Investment Advisors, and H. Beck, Inc. She maintains involvement with Apple Investment Advisors in a non-variable insurance role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Seth H

Series 66

Lutherville, MD

LPL Financial

Seth Hammer is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. Additionally, he is a certified public accountant and has been a faculty member at Towson University since 1994. 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 broad range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Daniel W

Series 66

Lutherville, MD

LPL Financial

Daniel Wheeler Jr. is a Series 66 registered advisor with 12 years of industry experience, currently with LPL Financial since 2025. His prior experience includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and New York Life Securities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Max H

Series 63, Series 65

Lutherville, MD

LPL Financial

Max Highstein is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., and has maintained a CPA and MBA practice since 1981. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 model portfolios and research from multiple sources and applying strategies including discretionary and non-discretionary management.

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