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Robert Buell

Advisor at LPL Financial

Updated today

Location

Curwensville, PA

Credentials

Series 63, Series 66

Industry experience

29 years

About

Robert Buell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at IC Advisory Services, Inc., The Investment Center, Inc., and AFLAC. Buell also operates a sole proprietorship as an independent agent offering fixed and equity-indexed annuities through various insurance companies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and annuity product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Curwensville, PA

Most active in

Pennsylvania

Work history

LPL Financial

2025 - Present (1 year)

LPL Financial

2025 - Present (1 year)

IC Advisory Services, Inc.

2009 - Present (17 years)

The Investment Center, Inc.

1998 - Present (28 years)

AFLAC (American Family Life Assurance Of)

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David H

Series 65

Dubois, PA

City Center Advisors, LLC

David Hardin is a financial advisor at City Center Advisors, LLC with five years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Prior to his current role, he has been involved with City Center Advisors and its affiliated entities since 2016. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed accounts, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory approach and actively uses derivatives and option strategies in client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Alex M

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Alex Micknis is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked with Barber Financial Co., Inc. and Securities America, Inc. Outside of finance, he has experience working in event management, including a role as assistant manager for the volunteer program at the Hinterland Music Festival and intermittent contracts with Live Nation handling box office and credentialing duties. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services utilizing advanced portfolio management tools and supports thousands of advisors with a broad spectrum of investment solutions and custodial platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Scott B

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Scott Barber is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Investacorp Advisory Services, and Cetera Advisor Networks. Outside of advising, he is involved in tax preparation, owns a life and health insurance business, volunteers as a youth soccer referee and coach, and serves on the executive board of the Boy Scouts of America Bucktail Council. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of financial advisors serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance, asset allocation, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Shawn A

CFP®, Series 63, Series 65

Du Bois, PA

Empower Advisory Group

Shawn Amblod is a CFP® with 18 years of experience in financial advisory roles. He is currently with Empower Advisory Group and has previously worked at firms including LPL Financial, Advised Assets Group LLC, and CNB Financial Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Daniel F

Series 66

Du Bois, PA

Janney Montgomery Scott

Daniel Fishbone is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 28 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets and supporting over 1,200 advisors and 235,000 clients. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Michael A

Series 66

Clearfield, PA

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Michael Adams is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is an owner and landlord of a rental property in Canonsburg, Pennsylvania. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution, offering investment management through proprietary and third-party platforms with a focus on long-term allocations and manager-driven model portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Passive / index investing Long-term care insurance Founder/Business Owner Retired
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