Somerset, PA Georgian Pl. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,678 advisors across 10,420 offices
Location
107 Georgian Pl.
Somerset PA 15501
Advisors at this office
2
Advisors at this office
Joshua B
Series 66
Somerset, PA
LPL Financial
Joshua Barron is a Series 66 registered financial advisor with LPL Financial in Somerset, PA, where he has worked since 2012. He has 14 years of industry experience. Barron serves as a board member of the Somerset Country Club and is involved as a Beach Body Coach, assisting with fitness coaching as a side activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.
William S
CFP®, Series 66
Somerset, PA
LPL Financial
William Stoy is a CFP® professional with 23 years of experience in the financial industry, currently affiliated with LPL Financial since 2007. He operates out of Somerset, PA, and holds a Series 66 license. Stoy has a registered DBA under Boyer Financial Planning. 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, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.
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