James Lo Coco is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Western International Securities, RJJ Pasadena Securities, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is involved in managing a real estate rental business in Monrovia, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor tools and a broad range of financial products.

Flavia Lo Coco is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Western International Securities, RJJ Pasadena Securities, Morgan Stanley, Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory role, she is a business owner of Flavia Production Design. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.