Marlton, NJ 601 Route 73 N Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,440 offices

Location

601 Route 73 N Ste 301, Four Greentree Centre

Marlton NJ 08053

Advisors at this office

3

Advisors at this office

user avatar

Chayse P

Series 63, Series 65

Marlton, NJ

LPL Financial

Chayse Primeau is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2023, he held positions at the University of Notre Dame, Rebox Packaging, University of Nebraska at Omaha, and the United States Hockey League. 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 variety of advisory programs and financial services, including retirement plan consulting and brokerage services, with access to model portfolios and research from both internal and third-party sources.

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

John G

Series 63

Marlton, NJ

LPL Financial

John Gallagher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 46 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Gallagher is also associated with Costa Ventures LLC, a non-investment related business entity used for tax and investment purposes. 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 diverse advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by in-house and third-party research.

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

Michael D

Series 66

Marlton, NJ

LPL Financial

Michael De Persia is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previously worked at Le Moyne College and Indiana University–Indianapolis. Outside of his advisory work, he serves as a basketball coach and Director of Basketball Operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and supported by research and model portfolios.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")