Westminster, MD Liberty St Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.

Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.

What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.

Based on LPL Financial

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

20 Liberty St Apt 2 D, Suite 2 D

Westminster MD 21157

Advisors at this office

8

Advisors at this office

user avatar

Damian H

Series 65

Westminster, MD

LPL Financial

Damian Halstad is a financial advisor with LPL Financial in Westminster, MD, holding a Series 65 designation and 15 years of industry experience. He has been with LPL Financial since 2011 and also has over three decades of experience as an attorney at Hoffman, Comfort, Offutt & Scott, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Nathan S

Series 66

Westminster, MD

LPL Financial

Nathan Spangler is a financial advisor with LPL Financial in Westminster, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Edward Jones and has a background that includes roles in communications and media. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

David H

Series 66

Westminster, MD

LPL Financial

David Hemler is a Series 66-licensed financial advisor with LPL Financial in Westminster, MD, where he has worked since 2009. He has 26 years of industry experience, including prior roles at PNC Wealth Management, Mercantile Brokerage Services, Inc., and Raymond James Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Paul S

Series 66

Westminster, MD

LPL Financial

Paul Sorenson is a Series 66-licensed financial advisor with LPL Financial, based in Westminster, MD, and has eight years of industry experience. Prior to joining LPL in 2018, he was involved with the 58th Presidential Inaugural Committee and co-owned Gravel Springs Farms. He also co-owns a farming enterprise, Lowman and Sorenson Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Timothy B

Series 66

Westminster, MD

LPL Financial

Timothy Beschner is a financial advisor with LPL Financial based in Westminster, MD. He holds a Series 66 designation and began his advisory career in 2025. His prior work includes several roles with Chapelgate Presbyterian Church and a position at Liberty University. Outside of his advisory role, he owns Besch Inc, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and a broad non-advisory financial services platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Aaron P

CFP®, Series 63, Series 66

Westminster, MD

LPL Financial

Aaron Puckett is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor with LPL Financial since 2010. He previously worked at 1st Global Advisors Inc and Edward Jones. Outside of his advisory role, he operates a small farm, selling a limited number of steers annually. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions supported by a large network of advisors and a broad platform of products and services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Ryan T

Series 65

Westminster, MD

LPL Financial

Ryan Tuma is a financial advisor with LPL Financial based in Westminster, MD. He holds a Series 65 designation and has prior experience working at KPMG LLP and Tenable, among other roles. His current roles include positions at Puckett and Sturgill Wealth Management, Puckett and Sturgill Financial Group, and PFG Tax, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Jacob P

Series 66

Westminster, MD

LPL Financial

Jacob Puckett is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior work experience with Restoration Presbyterian Church and Princeville Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a range of advisory and non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)