New Britain, PA E Butler Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,430 offices

Location

765 E Butler Ave

New Britain PA 18901

Advisors at this office

2

Advisors at this office

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Zachary S

Series 66

New Britain, PA

LPL Financial

Zachary Stahl is a financial advisor with LPL Financial in New Britain, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at CUNA Brokerage Services, Inc. and American Heritage FCU, where he currently serves as IRC Coordinator/FC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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

Series 63, Series 65

New Britain, PA

LPL Financial

Ricky Whitmire Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2022 and has held positions with Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to diverse model portfolios and research.

College savings (529s, UTMA, etc.)
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