Kevin Patterson is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is associated with a family business in cold storage. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Tuan Tran is a financial advisor with LPL Financial in Huntington Beach, CA, holding a Series 66 credential and 19 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

James Hendries is a financial advisor with LPL Financial, holding a Series 63 designation and has 31 years of industry experience. He has been with LPL Financial since 1999. 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 and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.