York, PA 1423 East Market Street Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,842

Across 10,470 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

1423 East Market Street

York PA 17403

Advisors at this office

5

Advisors at this office

user avatar

Patricia M

Series 63, Series 65

York, PA

LPL Financial

Patricia Marschner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Waddell & Reed. Outside of her advisory role, she owns a wholesale greeting card business and serves as a community services leader on the board of a local church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by advanced research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

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

Brian L

Series 63, Series 65

York, PA

LPL Financial

Brian Lauer is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research and Waddell & Reed. He is also an independent insurance agent and advises through Conte Wealth Advisors under a trade name. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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

Patrick B

Series 63, Series 65

York, PA

LPL Financial

Patrick Barry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Cambridge Investment Research and Waddell & Reed. Barry serves as a board member of the Margaret E. Moul Home, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves a diverse client base including individuals, retirement plan participants, banks, and trust companies, offering a range of financial planning and investment management solutions.

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

Angela D

Series 63, Series 65

York, PA

LPL Financial

Angela Dietz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at firms including Cambridge Investment Research and Conte Wealth Advisors. In addition to her advisory role, she owns a practice as a Certified Divorce Financial Analyst, providing financial analysis for equitable divorce settlements. Angela also serves as Program Director for the Women's Network of York. 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 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

Sarah W

Series 66

York, PA

LPL Financial

Sarah White is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Private Client Services, Stonebridge Financial Group, and Triad Advisors. She serves on the boards of Girls on the Run Mid State PA and the York County History Center and volunteers with the Rotary Club of York. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

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