Sterling, VA Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,678 advisors across 10,422 offices

Location

Sterling VA

Advisors at this office

5

Advisors at this office

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Satnam K

Series 66

Sterling, VA

LPL Financial

Satnam Khalsa is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services and the Federal Judicial Center prior to joining LPL Financial. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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

Series 63, Series 66

Sterling, VA

LPL Financial

Michael Pasco is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2021 and M&T Securities since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)

Bryan H

Series 66

Sterling, VA

LPL Financial

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 credential and three years of industry experience. He previously worked at Edward Jones and has additional background in real estate-related roles. Outside of advising, he manages several real estate investment and rental entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Founder/Business Owner Financial Professional
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Daphne W

CFP®, Series 63

Sterling, VA

LPL Financial

Daphne Wright is a CFP®-certified financial advisor with LPL Financial in Sterling, VA, with 32 years of industry experience. She has worked at LPL Financial since 2002 and was previously with Independent Financial Partners from 2017 to 2019. In addition to her advisory role, Wright is involved in financial education, delivering seminars and writing for nonprofit organizations focused on financial literacy, and teaching biblically based financial management and empowerment classes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by in-house and third-party research and provides access to diversified investment strategies and advanced portfolio management tools.

College savings (529s, UTMA, etc.)
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George K

ChFC®, Series 63, Series 65

Sterling, VA

LPL Financial

George Khalsa is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services Inc for six years and held advisory roles at Ic Advisory Services, Inc. and The Investment Center, Inc. for nine years each. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party research, and technologies such as machine learning to support a diversified investment approach.

College savings (529s, UTMA, etc.)
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