Wakefield, RI Salt Pond Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,430 offices

Location

24 Salt Pond Rd Ste A6

Wakefield RI 02879

Advisors at this office

2

Advisors at this office

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Edmund B

Series 63, Series 65

Wakefield, RI

LPL Financial

Edmund Brock is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including 18 years at Ameriprise Financial Services and three years at LPL Financial. Outside of his advisory role, he serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven strategies.

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

Series 63, Series 65

Wakefield, RI

LPL Financial

Matthew Crook is a financial advisor with LPL Financial holding the Series 63 and Series 65 licenses and has 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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