Orlando, FL Terra Mango Loop Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,678 advisors across 10,430 offices
Location
125 Terra Mango Loop
Orlando FL 32835
Advisors at this office
3
Advisors at this office
James T
Series 63, Series 66
Orlando, FL
LPL Financial
James Tschudy is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, MML Investors Services, LLC, GW&K Investment Management, and Trilogy Global Advisors. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Cory W
Series 63, Series 65
Orlando, FL
LPL Financial
Cory Weiser is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of advising, he is a contributing writer and is involved in buying and selling baseball cards. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Bernardo N
Series 63, Series 65
Orlando, FL
LPL Financial
Bernardo Napoles is a financial advisor at LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses. He has diversified work experience spanning financial services and hospitality, including roles at MassMutual Life Insurance Company, Fifth Third Bank, and the Lake Nona Wave Hotel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management with access to proprietary and third-party research.
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