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Bruce W

Series 63, Series 65

Rancho Cordova, CA

LPL Financial

Bruce Woodbury is a financial advisor with LPL Financial in Rancho Cordova, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at RJ Holdings, Inc. from 2016 to 2019. Outside of his advisory role, Woodbury is involved in fixed insurance products and operates a tax service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Dru T

Series 63, Series 66

Rancho Cordova, CA

LPL Financial

Dru Torvend is a financial advisor with LPL Financial in Rancho Cordova, CA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in managing life, health, disability, long-term care, and fixed annuities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by both discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Jason V

Series 66

Rancho Cordova, CA

LPL Financial

Jason Vesely is a financial advisor at LPL Financial in Rancho Cordova, CA, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Spectrum Wealth Advisory Group, LLC and Discovery Hills Church. He is also involved in an online sales business called JVSupply. 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. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and access to various investment models and research resources.

College savings (529s, UTMA, etc.)
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