Muncy, PA Kristi Rd Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
21 Kristi Rd Ste 1
Muncy PA 17756
Advisors at this office
3
Advisors at this office
Lauren M
Series 63, Series 66
Muncy, PA
LPL Financial
Lauren Mcdonald is a financial advisor with LPL Financial in Muncy, PA, holding Series 63 and Series 66 registrations and 14 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for seven years before joining LPL Financial in 2019. Mcdonald also serves as a life and health insurance consultant as part of her broader financial services activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.
John M
Series 63, Series 66
Muncy, PA
LPL Financial
John Machak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Woodbury Financial Services for 11 years before joining LPL Financial in 2019. His other activities include involvement with The Wealth Factory, an affiliated business related to investment and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Gregory B
Series 66, Series 63
Muncy, PA
LPL Financial
Gregory Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked in leadership roles, including at Leadership Baltimore County and as an investor relations representative at The Wealth Factory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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