Quakertown, PA North 3rd St 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

15 North 3rd St

Quakertown PA 18951

Advisors at this office

3

Advisors at this office

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Nathan C

Series 63, Series 66

Quakertown, PA

LPL Financial

Nathan Christman is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 66 credentials and three years of industry experience. His prior professional background includes roles at PNC Capital Markets, QNB Bank, and Olympus Corporation of the Americas. Outside of advising, he maintains employment with Target in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Dennis K

Series 63, Series 65

Quakertown, PA

LPL Financial

Dennis Keyser is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior firms include Thrive Capital Management, Infinex Investments, Mid Penn Bank, and United 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 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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Jeffrey L

Series 66

Quakertown, PA

LPL Financial

Jeffrey Lehocky is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Deutsche Bank for 25 years and has also held roles at Mitsubishi UFJ Financial Group, Cetera, and QNB Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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