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Sandra H

Series 63, Series 66

Pasadena, CA

LPL Financial

Sandra Holguin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes roles at Wescom Financial Services, LLC, CUSO Financial Services, LP, Infinex Investments, Inc., and Banc of California. She offers investment products and services through LPL Financial under the Wescom Wealth Management trade name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven approaches.

College savings (529s, UTMA, etc.)
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Eddie R

Series 65, Series 63

Pasadena, CA

LPL Financial

Eddie Rubio is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at CUSO Financial Services, Wescom Financial Services, Wescom Credit Union, and Wells Fargo in various roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

College savings (529s, UTMA, etc.)
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Helmut G

Series 63, Series 66

Pasadena, CA

LPL Financial

Helmut Garcia is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CUSO Financial Services, Wescom Financial Services, and MassMutual Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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