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Jordan P

Series 66

Anaheim, CA

LPL Financial

Jordan Priest is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at Royal Alliance, Benefit Funding Retirement Services, and CT Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dennis P

Series 63, Series 65

Anaheim, CA

LPL Financial

Dennis Priest is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Royal Alliance Associates, Cetera Wealth Services, and Benefit Funding Retirement Services, where he also provides independent financial planning and consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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