Trinity, FL 1819 Short Branch Dr Ste 101 Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,440 offices

Location

1819 Short Branch Dr, Ste 101

Trinity FL 34655

Advisors at this office

2

Advisors at this office

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Jack H

Series 66

Trinity, FL

LPL Financial

Jack Halvorsen is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL Financial, he worked for Wealth Bridge Financial Group and held various roles outside of the financial industry, including positions at Southwood Golf Club and Pizza @ Tyrone Square. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

College savings (529s, UTMA, etc.)
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Kenneth C

ChFC®, Series 63, Series 65

Trinity, FL

LPL Financial

Kenneth Carruba is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. His prior work includes positions at Carruba Quealy & Associates, Waddell & Reed, Inc., and various insurance carriers. He is also the owner of Silent Partners Technology, a business outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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