Sugarloaf, PA Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,422 offices

Location

Sugarloaf PA

Advisors at this office

2

Advisors at this office

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Erik S

CFP®, Series 66

Sugarloaf, PA

LPL Financial

Erik Sharkey is a financial advisor at LPL Financial with CFP® and Series 66 credentials and five years of industry experience. He has worked at several firms, including MML Investors Services, MassMutual Life Insurance, and Equity Services. Outside of his advisory role, Sharkey operates a full-service accounting firm and provides education on student loan strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including 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 supported by research and various portfolio management options.

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

Series 63, Series 65

Sugarloaf, PA

LPL Financial

Ryan Keegan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Citizens Securities, Citizens Bank, and Pacer Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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