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Scott A
Series 66
Roseville, CA
LPL Financial
Scott Andersen is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Morgan Securities for 17 years. Outside of his advisory role, he is involved with Andersen's Creations as an artist and musician. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Marcella L
Series 63, Series 66
Roseville, CA
LPL Financial
Marcella Lees is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and a variety of investment strategies.
Gerald H
Series 66
Roseville, CA
LPL Financial
Gerald Harshberger II is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates as an independent insurance agent selling fixed non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.
Eric A
Series 66
Roseville, CA
LPL Financial
Eric Andersen is a financial advisor with LPL Financial in Roseville, CA, holding the Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2009. Andersen also offers health savings accounts (HSAs) to clients and operates a pension and wealth advisory business under the name Safe Harbor Pension & Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Steve B
CFP®, Series 66
Roseville, CA
LPL Financial
Steve Barrilleaux is a CFP® professional affiliated with LPL Financial in Roseville, CA, with 24 years of industry experience. He has been with LPL Financial since 2009. Barrilleaux operates Barrilleaux Wealth Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, 529 account management, and brokerage services through a national network of investment adviser representatives.
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