Winter Park, FL Aloma Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,432 offices

Location

1870 Aloma Ave Ste 100

Winter Park FL 32789

Advisors at this office

2

Advisors at this office

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Bradley G

Series 63, Series 65

Winter Park, FL

LPL Financial

Bradley Geise is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at LP Financial LLC and Voya Financial Advisors, Inc., and he has operated Geise Financial since 2012. He is also an invention patent holder outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management across diversified investment strategies.

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

Series 63, Series 65

Winter Park, FL

LPL Financial

Edward Corbett is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with LPL Financial since 2021 and concurrently with Pillar Wealth Management since 2014, as well as with VOYA Financial Advisors from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

College savings (529s, UTMA, etc.)
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