Virginia Beach, VA Mustang Trl Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
222 Mustang Trl Ste 100
Virginia Beach VA 23452
Advisors at this office
3
Advisors at this office
Patrick T
CFP®, Series 63, Series 65
Virginia Beach, VA
LPL Financial
Patrick Tedesco is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Mutual of Omaha, Humana, and Waddell & Reed, Inc., among others. He also serves as a trustee for the Rose Tedesco Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.
Karen M
CFP®, Series 63, Series 65, Series 66
Virginia Beach, VA
LPL Financial
Karen Mcnabb is a CFP® professional with 14 years of experience, currently advising clients at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with the Financial Planning Association of Hampton Roads. She has also served in community roles such as the Strawbridge Elementary PTA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research.
Noel M
Series 63, Series 65
Virginia Beach, VA
LPL Financial
Noel Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 30 years with Waddell & Reed, Inc. and various insurance carriers. Martin is also a managing member of DNP&P Group, LLC, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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