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Ronald H
Series 63
San Clemente, CA
LPL Financial
Ronald Holliday is a financial advisor with LPL Financial in San Clemente, CA, holding a Series 63 designation and 30 years of industry experience, all with LPL since 1996. He serves as an elected member of the Murrieta City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, and institutions, offering a range of financial planning and investment management solutions.
Joseph W
Series 66
San Clemente, CA
LPL Financial
Joseph Wenrich II is a financial advisor with LPL Financial in San Clemente, CA, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Waddell & Reed, Ameriprise, and operating his own firms such as Wenrich Wealth and Wenrich Consulting. Outside of his advisory work, he is the author of "Teaching Kids to Buy Stocks" and conducts related educational seminars. 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 range of advisory and brokerage services, combining comprehensive financial planning and diverse investment options with a large network of over 22,800 advisors.
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