Philadelphia, PA Red Lion Road Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,430 offices

Location

2068 Red Lion Road

Philadelphia PA 19115

Advisors at this office

4

Advisors at this office

user avatar

Fielding M

Series 63, Series 65

Philadelphia, PA

LPL Financial

Fielding Miller is a financial advisor with LPL Financial in Philadelphia, PA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior experience includes positions at CUNA Mutual Group, Wells Fargo Clearing, and Wells Fargo Bank. 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 provides a range of advisory programs, retirement plan consulting, brokerage services, and access to research and model portfolios.

College savings (529s, UTMA, etc.)
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Bryan R

CFP®, ChFC®, Series 63, Series 65

Philadelphia, PA

LPL Financial

Bryan Roberts is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously with Cuna Mutual Group and CUNA Brokerage Services, Inc. He is based in Philadelphia, PA. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

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

Robert B

Series 66

Philadelphia, PA

LPL Financial

Robert Breitner is a financial advisor at LPL Financial in Philadelphia, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at American Heritage Federal Credit Union and American Heritage Credit Union. 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. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

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

Todd L

Series 63, Series 65

Philadelphia, PA

LPL Financial

Todd Lindemuth is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with CUNA Mutual Group and Cuna Brokerage Services, Inc. in addition to his role at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a variety of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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