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Audrey H

Series 66

Fountain Valley, CA

LPL Financial

Audrey Hong is a financial advisor with LPL Financial in Fountain Valley, CA, holding a Series 66 designation and possessing 26 years of industry experience. She has worked at Linsco/Private Ledger since 2007. Outside of advisory work, she is involved in selling fixed and long-term care insurance through the Orange County Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Stephen M

Series 63, Series 66

Fountain Valley, CA

LPL Financial

Stephen Meyers is a financial advisor with LPL Financial, based in Fountain Valley, CA. He holds Series 63 and Series 66 designations and has 37 years of industry experience, including 19 years at Linsco Private Ledger. Outside of advisory work, he is involved in a non-variable insurance business focusing on whole life, universal life, and term insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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