Rochester Hills, MI Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,440 offices

Location

Rochester Hills MI

Advisors at this office

5

Advisors at this office

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Peter C

CFP®, ChFC®, Series 63, Series 65

Rochester Hills, MI

LPL Financial

Peter Ciavaglia is a financial advisor with LPL Financial in Rochester Hills, MI, holding CFP® and ChFC® designations with 26 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in harness horse racing through an LLC that he solely manages. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by model portfolios and research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Clifton P

CFP®, Series 63

Rochester Hills, MI

LPL Financial

Clifton Powell Jr. is a CFP®-credentialed financial advisor with LPL Financial in Rochester Hills, MI, and has 30 years of industry experience. He has been with LPL Financial since 2003. Powell is also affiliated with Marcum LLP's CPA Affiliate Program as of 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers comprehensive financial planning and advisory services, including discretionary and non-discretionary management, supported by research, model portfolios, and various program offerings.

College savings (529s, UTMA, etc.)
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Gary G

CFP®, Series 63

Rochester Hills, MI

LPL Financial

Gary Gilgen is a CFP®-designated financial advisor with 39 years of industry experience. He currently works at LPL Financial and has held previous roles at Royal Alliance Associates, Rehmann Financial Network, and the Advisor Group. Outside of his advisory work, he serves as president of Lutheran Advisor Group, Inc., a property management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Valerie O

Series 65

Rochester Hills, MI

LPL Financial

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, she worked for over two decades at Genesys Ascension Imaging as an X-ray and mammography technician. 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, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Brian M

Series 63, Series 65

Rochester Hills, MI

LPL Financial

Brian Mccurdy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at WealthWave, Beacon Solutions LLC, Netlaw, Premiere Onboard, Transamerica Financial Advisors, and World Financial Group. 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 discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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