Alyssa North-Mozda (CRD# 7063045) is an Investment Advisor Representative working at Lpl Financial LLC in Clarks Green, PA and has 1 year of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Clarks Green, PA | Nov 2021 - Current | 2 |
| Private Advisor Group, LLC | Morristown, NJ | Dec 2022 - Jun 2023 | < 1 |
| Paul's Tax & Planning Services, LLC | Dickson City, PA | Jan 2019 - May 2023 | 4 |
| Lpl Financial LLC | Dickson City, PA | Jan 2019 - Nov 2021 | 2 |
| Marywood University | Scranton, PA | Aug 2016 - Jan 2021 | 4 |
| Cvs Health | Scranton, PA | Aug 2018 - Feb 2020 | 1 |
| Marywood University Friends Of The Poor | Scranton, PA | May 2018 - Aug 2018 | < 1 |
| Mclane, Inc. | Jessup, PA | Nov 2017 - Feb 2018 | < 1 |
| Rite Aid | Dickson City, PA | Mar 2016 - Nov 2017 | 1 |
| Tmg Health, Inc. | Jessup, PA | May 2017 - Aug 2017 | < 1 |
| Mid Valley High School | Dickson City, PA | Aug 2012 - Jun 2016 | 3 |
| Unemployed | Olyphant, PA | Jan 2016 - Mar 2016 | < 1 |
| Victoria's Secret | Dickson City, PA | Nov 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- PA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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