Sturbridge, MA Charlton Road 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

200 Charlton Road, Ste B

Sturbridge MA 01566

Advisors at this office

4

Advisors at this office

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John J

Series 63, Series 65

Sturbridge, MA

LPL Financial

John Jawor is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with LPL Financial and Cornerstone Bank since 2005. Outside of his advisory role, he has engaged in building and selling furniture on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

College savings (529s, UTMA, etc.)
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Kevin O

Series 63, Series 66

Sturbridge, MA

LPL Financial

Kevin Outland is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Capstone Planning Group and Citizens Securities, Inc. prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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

Series 63, Series 65

Sturbridge, MA

LPL Financial

Christopher Mallon is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His prior roles include positions at Nuveen Investments and Dynamic Wealth Advisors. Outside of his advisory work, he is the owner of Pouch Drops, a home-based non-investment business. 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 and financial planning services, including discretionary and non-discretionary management supported by in-house and third-party research.

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

James M

Series 66

Sturbridge, MA

LPL Financial

James Mc Namara is a Series 66-credentialed financial advisor with four years of industry experience. He currently works at LPL Financial and has previously been affiliated with Capstone Planning Group, Cornerstone Bank, and held roles in educational institutions including Assumption University and Westford Academy. 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 provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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