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Paul K
CFP®, Series 63, Series 65
Campbell, CA
LPL Financial
Paul King is a financial advisor with LPL Financial in Campbell, California, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 38 years of industry experience, including over three decades with LPL Financial and King Wealth Planning, Inc. Since 2025, he has been associated with Pence Financial Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.
Paula F
CFP®, Series 66
Campbell, CA
LPL Financial
Paula Ferreira Soares is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Edward Jones and a seven-year period with Dezign With a Z. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access.
Joanna C
Series 66
Campbell, CA
LPL Financial
Joanna Chan Mui is a financial advisor at LPL Financial with 37 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research models, third-party subadvisors, and technology tools.
Ann E
Series 66
Campbell, CA
LPL Financial
Ann Escobar is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She has worked at LPL Financial since 2021 and has prior experience at Waddell & Reed, Inc. from 2013 to 2021. Outside of advising, she is a notary public as of 2025. 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 range of advisory and brokerage services including financial planning and model portfolio programs, supported by extensive operational and research tools.
Benjamin S
Campbell, CA
LPL Financial
Benjamin Sowards is an advisor with LPL Financial based in Campbell, CA, with one year of industry experience. He has been co-owner of the Sowards Law Firm since 2009. Outside of financial advising, he is involved in legal marketing and management through a firm he established, as well as co-owning business entities related to those efforts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
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