Wayne, PA 460 E Swedesford Rd. Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,418 offices

Location

460 E Swedesford Rd., Ste 2020

Wayne PA 19087

Advisors at this office

4

Advisors at this office

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Robert C

ChFC®, Series 63, Series 65

Wayne, PA

LPL Financial

Robert Clements Jr. is a financial advisor with LPL Financial in Wayne, PA, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Global Retirement Partners, LLC and Private Advisor Group, LLC. He is involved in life insurance brokerage and operates Clements Financial LLC for tax and liability purposes. 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 broad range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to diverse model portfolios and research.

College savings (529s, UTMA, etc.)
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Peter G

Series 63

Wayne, PA

LPL Financial

Peter Grassi is a financial advisor affiliated with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with LPL Financial since 2013 and is also associated with Global Retirement Partners, LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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

Gerad T

Series 63

Wayne, PA

LPL Financial

Gerad Thorell is a financial advisor with LPL Financial in Wayne, PA, holding a Series 63 license and 28 years of industry experience. He has worked with LPL Financial since 2015 and is also associated with Global Retirement Partners, LLC since 2019. 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 of investment adviser representatives. The firm offers various advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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

Ambler S

Series 63, Series 66

Wayne, PA

LPL Financial

Ambler Selway is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Global Retirement Partners, LLC since 2019 and at LPL Financial since 2016. Outside of his advisory roles, he is involved with PURA VIDA HOLDINGS, LLC and other business entities related to financial investment counseling. 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, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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