Salisbury, MD Eastern Shore Drive Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,678 advisors across 10,420 offices

Location

715 Eastern Shore Drive, Ste B

Salisbury MD 21804

Advisors at this office

5

Advisors at this office

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Kyle L

Series 63, Series 65

Salisbury, MD

LPL Financial

Kyle Livingston is a financial advisor with LPL Financial in Salisbury, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with LPL Financial since 2016. 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 consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and incorporating research from LPL Research and third-party subadvisors.

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

Series 66

Salisbury, MD

LPL Financial

David Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, he worked at Truist Bank for five years and Sam’s Club for six years. He is also a commissioned notary in Maryland. 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 portfolio management, model portfolios, and access to research from LPL Research and third-party subadvisors.

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

Series 65

Salisbury, MD

LPL Financial

Michael Magee is a Series 65-licensed financial advisor with LPL Financial in Salisbury, MD, and has five years of industry experience. He has been with LPL Financial since 2020 and has also co-managed Granger & Magee, PA, a firm he has been involved with since 2010. 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

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

CFP®, Series 63, Series 65

Salisbury, MD

LPL Financial

Daniel Livingston is a CFP® professional with 29 years of industry experience, currently with LPL Financial since 2016. He operates in Salisbury, MD, and has prior experience managing his own investment-related business entities. Outside of advisory work, he maintains a woodworking hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services supported by both in-house and third-party research, with a comprehensive platform that includes discretionary and non-discretionary management options.

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

Mark G

Series 65

Salisbury, MD

LPL Financial

Mark Granger is a Series 65-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial since 2020. He also has longstanding experience at Granger & Magee, PA, where he has worked since 2000. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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