Pittsburgh, PA Mt. Lebanon Boulevard Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,678 advisors across 10,430 offices

Location

300 Mt. Lebanon Boulevard Ste. 2215

Pittsburgh PA 15234

Advisors at this office

3

Advisors at this office

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Daniel M

ChFC®, Series 63

Pittsburgh, PA

LPL Financial

Daniel Mackey is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. In addition to his advisory role, Mackey is involved in selling life and disability insurance through his separately registered business activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and supports a range of strategies and technologies.

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

Series 63, Series 65

Pittsburgh, PA

LPL Financial

Douglas Raible is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Nationwide Securities LLC and New York Life Insurance Company. Raible is also involved in consulting services as an owner of Pittsburgh Investor. 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, combining discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jesse B

Series 63, Series 65

Pittsburgh, PA

LPL Financial

Jesse Bowman is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Financial, Eagle Strategies (NY Life), and New York Life Insurance Company. 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 and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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