Salem, MA One Salem Green Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

9

Of 22,663 advisors across 10,415 offices

Location

One Salem Green

Salem MA 01970

Advisors at this office

9

Advisors at this office

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Joerg L

Series 65, Series 63

Salem, MA

LPL Financial

Joerg Laudemann is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with LPL Financial and Salem Five Cent Savings Bank since 2016. Outside of his advisory role, he is employed part-time by Celgene Corporation. LPL Financial serves 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.)
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Jeffrey L

CFP®, Series 63

Salem, MA

LPL Financial

Jeffrey Letendre is a CFP® professional with 36 years of industry experience. He has been with LPL Financial since 2003 and also has a longstanding role at Salem Five Cents Savings Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

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

CFP®

Salem, MA

LPL Financial

Shawn Mccarthy is a CFP® professional with three years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Salem Five Bank, Essex Private Wealth Management, Little House Capital, and Peoples 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Adam S

Series 63, Series 66

Salem, MA

LPL Financial

Adam Smith is a financial advisor with LPL Financial in Salem, MA, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining LPL Financial in 2019, he worked at TD Ameritrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by proprietary research, third-party subadvisors, and technology-driven strategies.

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

Series 63, Series 66

Salem, MA

LPL Financial

Erick Bourbon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with LPL Financial since 2003. Bourbon’s other business activities include roles related to Salem Five Insurance Holdings and several Salem Five entities connected to his LPL business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Eric L

Series 66

Salem, MA

LPL Financial

Eric Lewis is a financial advisor with LPL Financial based in Salem, MA. He holds a Series 66 designation and has three years of industry experience. Eric has held roles at both LPL Financial and Salem Five Bank since 2013. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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

Series 63, Series 65

Salem, MA

LPL Financial

Alexander Moody is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at People's United Bank, People's Securities, and Salem Five Cent Savings Bank. Outside of his advisory work, Moody coaches youth hockey in North Andover, Massachusetts. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through an extensive network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary research, model portfolios, and various investment strategies.

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

Series 66

Salem, MA

LPL Financial

Alexander Martins is a financial advisor at LPL Financial based in Salem, MA, with two years of industry experience. He holds the Series 66 designation and has prior work experience at Salem Five Bank, Target, Giovanni's Pizza and Roast Beef, and Stop and Shop. Martins is also associated with a DBA for LPL business known as Salem Five Wealth 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 advisory programs, financial planning, and brokerage services, with access to various model portfolios, third-party research, and technology-driven investment strategies.

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

Series 63, Series 66

Salem, MA

LPL Financial

Brian Tuttle is a financial advisor with LPL Financial based in Salem, MA. He holds the Series 63 and Series 66 designations and has 38 years of industry experience. Prior to joining LPL Financial in 2021, he worked at several firms including Salem Five Cent Savings Bank, Cooperative Bank of Cape Cod, Infinex Investments, Santander Securities, and DWS Investments Distributors. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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