Westminster, MD Liberty St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,430 offices

Location

20 Liberty St Apt 2 D, Suite 2 D

Westminster MD 21157

Advisors at this office

7

Advisors at this office

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Damian H

Series 65

Westminster, MD

LPL Financial

Damian Halstad is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 65 credential and has been with LPL Financial since 2011. In addition to his advisory role, Halstad is an attorney practicing at Hoffman, Comfort, Offutt & Scott, LLP, where he has worked for over 36 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 66

Westminster, MD

LPL Financial

Nathan Spangler is a Series 66-licensed financial advisor with LPL Financial in Westminster, MD, holding one year of industry experience. He previously worked at Edward Jones for three years and has a background that includes a media role at CBS Radio/Entercom Communications Corporation. Outside of his advisory role, he is involved with Puckett and Sturgill Financial Group as an investment representative. 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 representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering discretionary and non-discretionary management supported by research and a variety of investment strategies.

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

Series 66

Westminster, MD

LPL Financial

David Hemler is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2009. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 66

Westminster, MD

LPL Financial

Paul Sorenson is a Series 66-credentialed financial advisor with eight years at LPL Financial and a total of seven years in the industry. His prior work experience includes a role with the 58th Presidential Inaugural Committee and co-ownership of a farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a nationwide client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and provides both discretionary and non-discretionary portfolio management.

College savings (529s, UTMA, etc.)
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Timothy B

Series 66

Westminster, MD

LPL Financial

Timothy Beschner is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his industry career in 2025. Prior to his advisory role, he held various positions including multiple engagements with Chapelgate Presbyterian Church and a role at Liberty University. He is the owner of Besch Inc, a business entity unrelated to investment activities. 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 advisors. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and research to deliver both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Aaron P

CFP®, Series 63, Series 66

Westminster, MD

LPL Financial

Aaron Puckett is a CFP® professional with 24 years of industry experience, currently advising clients at LPL Financial since 2010. Based in Westminster, MD, he is involved in a small farm operation where he annually sells a limited number of steers. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Jacob P

Series 66

Westminster, MD

LPL Financial

Jacob Puckett is a financial advisor with LPL Financial in Westminster, MD, holding a Series 66 designation and four years of industry experience. He previously served in roles at Restoration Presbyterian Church and Princeville Presbyterian Church. 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 representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by in-house and third-party research and portfolio management solutions.

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