Sarasota, FL Stickney Pt Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,440 offices

Location

2477 Stickney Pt Rd #311 B

Sarasota FL 34231

Advisors at this office

4

Advisors at this office

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David Y

Series 63, Series 65

Sarasota, FL

LPL Financial

David Yaegers is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and possessing 55 years of industry experience. He has been with LPL Financial since 2002. 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, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 65

Sarasota, FL

LPL Financial

David Yaegers Jr. is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

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

Glenn S

Series 63, Series 65

Sarasota, FL

LPL Financial

Glenn Scharf is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at Next Financial Group Inc and Cumberland Brokerage Corporation. He is also the CEO and sole member of Scharf Group, LLC, and serves as a Chapter Success and Launch Coach for Business Network International. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management supported by extensive research and technology solutions.

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

William Y

CFP®, Series 66

Sarasota, FL

LPL Financial

William Yaegers is a CFP® professional with 17 years of experience, currently serving as an advisor at LPL Financial since 2009. He is based in Sarasota, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

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