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Ezequiel R

Series 66

Burbank, CA

LPL Financial

Ezequiel Rodriguez is a Series 66 licensed financial advisor with LPL Financial, based in Burbank, CA, and has three years of industry experience. He has held roles at several firms, including J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo. Rodriguez is also involved with Partners Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Christopher E

CFP®, Series 63, Series 65

Burbank, CA

LPL Financial

Christopher Ellis is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial in Burbank, CA, having previously worked at Wedbush Securities and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to a variety of investment programs and model portfolios.

College savings (529s, UTMA, etc.)
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Maria U

CFP®, Series 66

Burbank, CA

LPL Financial

Maria Uribe is a CFP® professional with seven years of experience in financial services. She is currently with LPL Financial in Burbank, CA, having joined in 2025 after five years at Ameriprise. Outside of her advisory work, she is employed part-time with 4Life Research in Pasadena, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Tercel W

Series 66

Burbank, CA

LPL Financial

Tercel West is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Favor Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jason B

Series 66

Burbank, CA

LPL Financial

Jason Barba is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 designation and five years of industry experience. Prior to joining LPL in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2024, and Equitable Advisors from 2019 to 2021. Outside of his advisory role, he has maintained employment at Taco Bell since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Leor S

CFP®, Series 66

Burbank, CA

LPL Financial

Leor Solomon is a CFP® professional with 8 years of industry experience, currently affiliated with LPL Financial in Burbank, CA. He previously worked at Ameriprise Financial Services for seven years and spent 17 years at Cartoon Network Studios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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