Prior to joining LPL Financial in September, 2006 he was with Ameriprise Financial where he provided investment advice and financial services to individuals and businesses in New England. Harold is a CERTIFIED FINANCIAL PLANNER ™ who has built client relationships based on trust. Harold earned his MBA with a concentration in Business Management from Western New England University and a BS in Accounting from American International College. In 1992, he received his CERTIFIED FINANCIAL PLANNER ™ from the Institute of Certified Financial Planners and is currently a member of the Financial Planning Association and the Financial Institute Services.