Somerset, MA County Street Office

Robert Levesque is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1989. Outside of his advisory role, he is also a licensed real estate salesperson. 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 representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cheryl Fonseca is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1989 and previously worked at Rene A. Lepage Financial Services for 35 years. She is also commissioned as a Massachusetts notary public. 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 financial planning and advisory programs, providing both discretionary and non-discretionary management and access to research and model portfolios.

James Fonseca is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, Fonseca is involved in youth sports as a soccer coach and also works as a sports official. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory services including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven solutions.