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Tristin R
CFP®, Series 66
Long Beach, CA
LPL Financial
Tristin Redmon is a CFP® professional with 19 years of experience in the financial industry. She is currently with LPL Financial and previously worked at J.P. Morgan Securities for 13 years and Merrill for 6 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 operational tools and a broad network of over 22,800 advisors.
Dean W
Series 66
Long Beach, CA
LPL Financial
Dean Woehrman is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Linsco Private Ledger since 2007. Outside of his advisory role, he is involved with Legacy Retirement Planning, a business focused on investment and non-variable insurance services. 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 asset management services, utilizing various investment strategies and technology tools to support its large network of advisors.
Jeremy T
Series 66
Long Beach, CA
LPL Financial
Jeremy Truong is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior work history includes roles at Merrill, Bank of America, Morgan Stanley, and Waddell & Reed. 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 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 investment adviser representatives.
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