The third-party administration firm Retirement Services of Erie, LLC recently announced an ownership change.
Kevin L. Slocum, CFS, a registered principal with LPL Financial, is also now the principal and owner of Retirement Services of Erie. Slocum earned a bachelor’s degree from Penn State Behrend and has 17 years of experience working in the financial services industry.
Slocum holds the certified fund specialist (CFS) designation from The Institute of Business and Finance and, in 2011, completed the CFP Certification Professional Education Program from the College for Financial Planning. He also has several state security registrations as well as a Pennsylvania insurance license.
