Broker Check

Who to Call

Phone 856-810-7701 | Toll Free 888-224-8823 | Fax 856-810-7707

Our team members are equipped to help you each time you contact our office. If you're not sure who you should talk to, please use the following call list as a starting point:

Alia handles much of the correspondence that you receive regarding your accounts and customer service relations. 

  • If you have a question about investment account paperwork
  • If you need a distribution

Scott assists advisors with comprehensive financial and investment planning, insurance and estate plans. scott.wark@lpl.com

  • If you have a question about your financial plan
  • If you have a question about an annuity
  • If you have a question about an insurance policy

Eric assists advisors with comprehensive financial and investment planning, insurance and estate plans. 

  • If you have a question about your financial plan
  • If you have a question about Accountview
  • If you have a question about Wealthvision

Jennifer handles our marketing and event planning. 

  • If you have a question about an event
  • If you have a question about an ad you saw in print or online

If you have a question about your investments, if you would like to place specific trades, or have a life event that will affect your financial plan, please contact your advisor.