Marlton, NJ Lincoln Dr E Office

Katarzyna Diamond is a financial advisor at LPL Financial with one year of experience. She holds the Series 66 designation and previously worked for nine years at Valic Financial Advisors, Inc. There are no additional notable outside activities reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, including access to model portfolios and research from various sources.

Carmen Lex Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial, having joined the firm in 2025. His prior work includes roles at Agia and VALIC Financial Advisors. Lex also has involvement in a non-investment-related business entity, WealthFusion, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven solutions.

Christopher Lex is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Agia and Valic Financial Advisors. He is involved in entrepreneurial ventures through entities such as WealthFusion Inc and The Fifteen Group. LPL Financial is an 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, retirement plan consulting, brokerage services, and utilizes research from LPL Research and third-party subadvisors to support diversified investment strategies.