AdviseMint Financial Partners

AdviseMint Financial Partners

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Investment Services Financial Planners

About

No matter where you are on your financial journey, we are here to guide you along the way. Through every important step you take through life, we want to help not only take appropriate action together, but to avoid common mistakes that hold us all back. 

Lori Smith, CFP® has been a member of the Schuylkill Chamber of Commerce since 2/1/1981. Lori has been a Financial Advisor since 1996, with Waddell & Reed from 2000-2021, and an LPL Financial Advisor since 2021.  Tyler Smith, CFP® has been a Financial Advisor since 2015, with Waddell & Reed from 2015-2021, and an LPL Financial Advisor since 2021. Francesco Mercuri, CFP® has been a Financial Advisor since 2017, with Waddell & Reed from 2017-2021, and an LPL Financial Advisor since 2021.  

LPL Financial is not affiliated with the Schuylkill Chamber of Commerce. Lori Smith, CFP®; Tyler Smith, CFP®; and Francesco Mercuri, CFP® are Financial Advisors offering securities and investment products and services through LPL Financial, a registered investment advisor, Member SIPC, www.sipc.org. AdviseMint is a separate entity from LPL Financial.  The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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