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Christopher P
Series 63, Series 66
Irvine, CA
LPL Financial
Christopher Polimeni is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Western International Securities, Inc. and Financial West Group. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by extensive research and technology resources.
Brett C
Series 63
Irvine, CA
LPL Financial
Brett Curran is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for fifteen years. Brett serves as an assistant district administrator for the CA District 30 Little League and is the JV head coach for the Saddleback Unified School District. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives.
Keo S
Series 63
Irvine, CA
LPL Financial
Keo Sourisack is a financial advisor with LPL Financial in Irvine, CA, holding a Series 63 designation and 40 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He is also licensed as an agent for accident and health, life, and variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.
Larry L
Series 63
Irvine, CA
LPL Financial
Larry Levenstone is a financial advisor at LPL Financial with 48 years of industry experience. He holds a Series 63 designation and previously worked at Western International Securities, Inc. for eight years and Financial West Group for 26 years. Levenstone is also the owner of Double L. Enterprises, a business-related activity he has maintained since 1981. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered by investment adviser representatives using a range of strategic and tactical investment options.
Daniel C
Series 63, Series 65
Irvine, CA
LPL Financial
Daniel Crane is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Western International Securities, Inc., Financial West Group, and RBC Capital Markets. Outside of his advisory work, he serves as a Small Group Coordinator at Moorpark Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and asset management solutions through a large network of investment adviser representatives.
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