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Grant R
CFP®, Series 63, Series 66
Irvine, CA
LPL Financial
Grant Raymond is a financial advisor with LPL Financial based in Irvine, CA, holding CFP®, Series 63, and Series 66 designations, with 18 years of industry experience. He has worked at LPL Financial since 2009 and previously at Mutual Service Corporation for one year. He also operates two wealth management firms under DBA registrations in Newport Beach, CA. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of over 22,800 advisors and advanced operational tools.
Ronald B
Series 63, Series 66
Irvine, CA
LPL Financial
Ronald Brandalise is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2002. Outside of his advisory role, he works part-time as a real estate agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions including access to model portfolios, third-party asset management, and institutional platforms.
Darryl C
Series 66
Irvine, CA
LPL Financial
Darryl Carter is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has held roles at Cornerstone Financial Advisers, Carter Financial Management, and Cetera, among others. In addition to his advisory work, Carter maintains a tax preparation and accounting practice under Darryl Carter & Associates APC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning, portfolio management, and institutional platforms.
Lance D
ChFC®, Series 63, Series 66
Irvine, CA
LPL Financial
Lance Dumas is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cornerstone Financial Advisers and multiple Cetera entities. 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 financial planning, model portfolio programs, and institutional platforms, delivering advice primarily through its network of investment adviser representatives who utilize a range of strategic and tactical investment options.
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