Mt. Pleasant, SC 210 Wingo Way Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,678 advisors across 10,430 offices

Location

210 Wingo Way #300

Mt. Pleasant SC 29464

Advisors at this office

5

Advisors at this office

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Dane D

Series 66

Mt. Pleasant, SC

LPL Financial

Dane Depolo is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and RBC Capital Markets, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Robert P

Series 63, Series 65

Mt. Pleasant, SC

LPL Financial

Robert Philbeck IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2014 and is also associated with Maryland Financial Group, Inc. and Legacy Wealth Management. Philbeck conducts educational workshops as part of his other activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Raymond F

Series 63, Series 65

Mt. Pleasant, SC

LPL Financial

Raymond Firestone Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2014. He also has a longstanding affiliation with Maryland Financial Group, Inc. Firestone serves on the board of the Gavalas Kolanko Foundation, a community and charitable organization, and is involved in education workshops as a speaker. 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, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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

Cathryn C

Series 63, Series 65

Mt. Pleasant, SC

LPL Financial

Cathryn Cato is a financial advisor with LPL Financial in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with LPL Financial since 2014 and has been involved with Maryland Financial Group, Inc. since 2008. In addition to her advisory work, she provides tax preparation and accounting services as a CPA. 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 range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by both discretionary and non-discretionary solutions and research from internal and third-party sources.

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

Thomas B

Series 63, Series 65

Mt. Pleasant, SC

LPL Financial

Thomas Brophy III is a financial advisor with LPL Financial in Mt. Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been associated with Maryland Financial Group, Inc. and LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, using discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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