Moorestown, NJ Harper Dr. Office

David Rosengard is a financial advisor with LPL Financial in Moorestown, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual, and Metlife Securities Inc. He is also a commissioned notary in New Jersey. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Peter Rosengard is a financial advisor with LPL Financial, holding a Series 63 designation and 47 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. 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. The firm offers a range of financial planning and advisory programs, utilizing research, model portfolios, and technology to support diversified investment strategies.

Benjamin Rosengard is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Brandywine Global. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.