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Timothy W

Series 65, Series 66

Newport Beach, CA

LPL Financial

Timothy Woodall is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 65 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, UBS Financial Services, and Merrill. Woodall has interests in business entities used for tax and investment purposes outside of his advisory work. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Marcus P

Series 63, Series 65

Newport Beach, CA

LPL Financial

Marcus Paredes is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, he owns an insurance agency and offers non-variable insurance through multiple managing general agents. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John R

Series 63, Series 66

Newport Beach, CA

LPL Financial

John Raring is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, First Republic Securities Company, and UBS Financial Services. Outside of his advisory work, he is involved with HWYl Holding Company Inc., a business entity for tax and investment purposes. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives employing various investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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