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June C

Series 63, Series 65

Glendale, CA

LPL Financial

June Chow is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2015, she worked at Equity Services, Inc., Ameritas Investment Company, Guardian Life, Lottman Financial Group, SPC, and Woodbury Financial Services. Outside of her advisory role, she is involved in non-variable insurance sales including life, health, long-term care, disability, and fixed annuities. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad suite of financial products.

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

Series 63, Series 66

Glendale, CA

LPL Financial

Daniel Aldrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Linsco/Private Ledger since 2003. Outside of his advisory role, he developed the ARM Sling, a device designed to help individuals with paralyzed arms engage in sports activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 65

Glendale, CA

LPL Financial

Kenneth Ulrich is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2010. Prior to joining LPL, he worked at NRP Advisors, Inc., NRP Financial, Inc., and Walnut Street Securities, Inc. 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, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technology and operational resources.

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

Series 66

Glendale, CA

LPL Financial

Teni Shahnazarian is a financial advisor with LPL Financial in Glendale, CA, holding a Series 66 designation and 15 years of industry experience. She has been associated with LPL Financial since 2010 and currently provides investment advisory services through Global Retirement Partners, LLC, where she has worked since 2017. Outside of her advisory roles, she is involved in managing other wealth management activities and serves as a family caregiver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing model portfolios and third-party strategies supported by operational and research tools.

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