York, PA St. Charles Way Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,716 advisors across 10,430 offices

Location

220 St. Charles Way, Ste 100

York PA 17402

Advisors at this office

6

Advisors at this office

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Aaron G

Series 66

York, PA

LPL Financial

Aaron Gingrich is a financial advisor with LPL Financial holding a Series 66 designation and 13 years of industry experience. He has worked at RBC Capital Markets since 2012 and joined LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Andrew K

Series 66

York, PA

LPL Financial

Andrew Kahan is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment strategies.

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

Series 66

York, PA

LPL Financial

Joshua Smeltzer is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at RBC Capital Markets for 11 years before joining LPL Financial in 2023. Joshua is also involved in an entrepreneurial venture related to real estate rental in York, PA. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

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

Series 66

York, PA

LPL Financial

Jessica Hall is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets, LLC and PNC Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 66

York, PA

LPL Financial

Emily Sides is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and nine years of industry experience. She previously worked at RBC Wealth Management for seven years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Cameron G

Series 66

York, PA

LPL Financial

Cameron Goodling is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Geller Brothers LLC. He also has experience working in education and retail sectors, including a role with the West York Area School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology solutions.

College savings (529s, UTMA, etc.)
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