Yardley, PA Floral Vale Blvd Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Based on LPL Financial
Location
301 Floral Vale Blvd
Yardley PA 19067
Advisors at this office
6
Advisors at this office
Jennifer W
Series 66
Yardley, PA
LPL Financial
Jennifer Williamson is a financial advisor with LPL Financial, holding a Series 66 license and 11 years of industry experience. Her prior work includes roles at Waddell & Reed, INC. and various insurance carriers within W&R Insurance Agencies, spanning six years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad range of advisory tools and services.
Marc H
Series 63, Series 65
Yardley, PA
LPL Financial
Marc Hicks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and leading Hicks-Strybuc, LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Thomas S
Series 63, Series 65
Yardley, PA
LPL Financial
Thomas Strybuc is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and 24 years of industry experience. His prior roles include positions at Hicks-Strybuc, LLC, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.
Scott M
Series 66
Yardley, PA
LPL Financial
Scott Melzer is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at PMM Financial Group LLC, Waddell & Reed, Inc., Ameriprise, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Christopher P
Series 66
Yardley, PA
LPL Financial
Christopher Pulos is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Waddell & Reed, Inc. and Merrill. He is also involved with PMM Financial Group LLC, an investment-related business. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Gregory M
Series 63, Series 65, Series 66
Yardley, PA
LPL Financial
Gregory Massey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include work at PMM Financial Group and multiple insurance carriers, including Waddell & Reed, Inc. He also serves as an independent sales agent for Kingdom Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives, utilizing various portfolio management approaches and supported by operational and research tools.
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