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Dylan J
Series 66
Newport Beach, CA
LPL Financial
Dylan Johnson is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Wells Fargo Clearing Services, and Vertical Capital Asset Management. Outside of his advisory role, he is involved with Johnson Wealth Group, a business entity affiliated with his LPL work. 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 research tools and a wide network of investment adviser representatives.
Jeffry J
Series 63, Series 65
Newport Beach, CA
LPL Financial
Jeffry Johnson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Mutual Advisors, Mutual Securities, PMB Securities, and Wells Fargo Clearing. Johnson also operates the Johnson Wealth Group as a distinct business activity. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.
Cathie C
Series 63, Series 66
Newport Beach, CA
LPL Financial
Cathie Callahan D'itri is a financial advisor at LPL Financial with 38 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Western International Securities, Inc. and Morgan Stanley. She serves as a board member for a nonprofit homeowners association in Irvine, CA. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced tools while overseeing over $819 billion in discretionary assets.
Karen V
Series 63, Series 65
Newport Beach, CA
LPL Financial
Karen Vogelsang is a financial advisor at LPL Financial with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing for 30 years and Western International Securities, Inc. for five years. 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, including financial planning, model portfolios, and third-party asset management.
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