Tioga State Investment Representatives

Anne C. Catalano
Anne C. Catalano, CFP®, RICP®
Financial Consultant
President of Tioga State Insurance Agency


Email: anne.catalano@lpl.com
Cell Phone: 607-341-5376


Credentials You Can Count On:

  • LPL Registered Representative
  • LPL Investment Advisor Representative
  • Life, Accident & Health Insurance licenses
  • LPL Registered Principal
  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Income Certified Professional®
David Allen
David Allen, PhD
LPL Registered Principal


Email: david.allen@lpl.com


Credentials You Can Count On:

  • LPL Registered Representative
  • LPL Investment Advisor Representative
  • Life, Accident & Health Insurance licenses
  • LPL Registered Principal
  • Fulbright Scholar
  • PHD from Columbia University
  • Professor Emeritus, City University of New York

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck..


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC Insured No Bank Guarantee May Lose Value
Not a Deposit Not Insured by any Federal Government Agency

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NV, NY, PA, SC, UT, VA.

Tioga State Bank and Tioga State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.