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Benjamin M

Series 63

Fresno, CA

LPL Financial

Benjamin Monreal is a financial advisor with LPL Financial in Fresno, CA, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory work, he is involved with the Fig Garden Swim & Racquet Club in Fresno. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through its network of investment adviser representatives.

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

Series 63

Fresno, CA

LPL Financial

Richard Martin is a financial advisor with LPL Financial in Fresno, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with LPL Financial since 1984. In addition to his advisory role, he provides tax preparation services and serves as a trustee of the Mary L Widony Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management options.

College savings (529s, UTMA, etc.)
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