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Daryl R

Series 63, Series 65

Orange, CA

LPL Financial

Daryl Riley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Crown Capital Securities, Wells Fargo Clearing, and Wamu Investments, Inc. Outside of his advisory work, he is a fitness instructor. 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.

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

Series 66

Orange, CA

LPL Financial

Jesse Lopez is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Crown Capital Securities, Edward Jones, Cambridge Investment Research Advisors, and Newport Wealth Strategies. Outside of his advisory work, he owns and operates JL Financial Services, providing tax preparation and accounting services, and works as a recruiter with Regal Resources. 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, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

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

Series 63, Series 66

Orange, CA

LPL Financial

Nancy Michael is a financial advisor with LPL Financial based in Orange, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Crown Capital Securities, LP for 20 years and First American Management and First American Investments, where she continues to be involved. 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, third-party asset management, and institutional platforms, supporting advisors with diverse investment strategies 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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Krishna A

Series 66

Orange, CA

LPL Financial

Krishna Agnihotri is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 23 years of industry experience. His career includes roles at Crown Capital Securities, Foresters Equity Services, IOF Forsters, and Ameriprise. In addition to advisory work, he devotes time to insurance sales as an independent agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, 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, and institutional platforms.

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

Orange, CA

LPL Financial

John Hawkins is a financial advisor at LPL Financial with 53 years of industry experience. He has worked at Crown Capital Securities since 2002 and joined LPL Financial in 2024. 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 model portfolios, third-party subadvisors, and customized strategies.

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