Marlton, NJ South Maple Avenue 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

57 South Maple Avenue

Marlton NJ 08053-2031

Advisors at this office

3

Advisors at this office

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Delvis K

Series 66

Marlton, NJ

LPL Financial

Delvis Kaliqi is a financial advisor with LPL Financial in Marlton, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held roles at Penn State University and has worked in the food service industry as a waiter and barista. He is also involved in non-investment-related work at Cafe La Maude. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning, advisory programs, and retirement consulting services through a national network of investment adviser representatives.

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

Series 66

Marlton, NJ

LPL Financial

Sharon Goss is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has previously worked at The Vanguard Group, Public Partnerships, LLC, and Wells Fargo Advisors. In addition to her advisory role, she is involved in sales with Mary Kay Cosmetics. 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, research, and technology-driven approaches.

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

CFP®, Series 63, Series 65

Marlton, NJ

LPL Financial

Christian Wallace is a CFP® with five years of industry experience, currently advising at LPL Financial. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, LLC, and Citizens Bank. Outside of his advisory work, he was involved with Maggie's Waterfront Cafe for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services supported by diverse investment strategies and research resources.

College savings (529s, UTMA, etc.)
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