West Chester, OH Liberty Way Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,678 advisors across 10,413 offices

Location

8194 Liberty Way

West Chester OH 45069

Advisors at this office

6

Advisors at this office

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Sydney J

Series 66

West Chester, OH

LPL Financial

Sydney Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining LPL Financial, Johnson worked at Stevens Investment Group and has experience in various roles outside the financial industry, including positions at CASTO Residential and Dick's Sporting Goods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Amanda S

Series 66

West Chester, OH

LPL Financial

Amanda Salcedo is a financial advisor with LPL Financial in West Chester, Ohio. She holds a Series 66 designation and has been active in the industry since 2024. Prior to joining LPL Financial, she worked at Stevens Investment Group Inc and Stevens & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a nationwide network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Jodi S

Series 66

West Chester, OH

LPL Financial

Jodi Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and over four years of industry experience. She has been involved with Stevens Insurance Agency, LLC and Stevens & Associates, LLC for more than a decade, where she serves as owner and CPA, respectively. Stevens also operates Enterprises 21 LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing a range of discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jeffrey H

Series 66

West Chester, OH

LPL Financial

Jeffrey Huber is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to his advisory career, he worked at Toyota Motor Manufacturing North America for 28 years. He is also associated with Stevens Investment Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations 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, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Benjamin H

Series 66

West Chester, OH

LPL Financial

Benjamin Humbert is a financial advisor with LPL Financial in West Chester, Ohio, holding a Series 66 designation and five years of industry experience. He has worked with Stevens Investment Group and LPL Financial since 2021. Prior to his financial advisory career, he held positions in the hospitality industry. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Mark H

Series 63, Series 65

West Chester, OH

LPL Financial

Mark Howie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management services.

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