Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Lacaria is a registered representative with LPL Financial LLC. Sam's registration is active in Pennsylvania. Sam is a securities agent and investment advisor representative. Sam joined LPL Financial LLC in January 2025. Prior to that, Sam was employed with M&T Bank in State College, Pennsylvania and Citizens Securities, INC. in Pittsburgh, Pennsylvania. Sam also worked for CETERA INVESTMENT ADVISERS LLC and CETERA FINANCIAL SPECIALISTS LLC, both in Schaumburg, Illinois. Sam was previously employed with ACI FINANCIAL SERVICES, INC. in Bridgeport, West Virginia. Sam earned the Uniform Securities Agent State Law Examination (Series 63) on March 12, 2001 and the Uniform Investment Adviser Law Examination (Series 65) on June 5, 2021.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
01/21/2025 - Present
LPL Financial LLC (STATE COLLEGE PA)
Active
Inactive
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