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Richard A
Series 63, Series 66
San Diego, CA
LPL Financial
Richard Albon is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2005, following a year at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, technology, and a broad suite of financial products.
Darwin A
Series 63, Series 66
San Diego, CA
LPL Financial
Darwin Aguilo is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with LPL Financial since 2011, including a prior year in 2005–2006, and currently works at LPL Enterprise LLC. LPL Financial operates as a national broker-dealer and SEC-registered investment adviser, providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a broad network of over 22,800 advisors and significant asset oversight.
Christopher Z
Series 63, Series 65
San Diego, CA
LPL Financial
Christopher Zappala is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2004, with a brief period at Uvest Financial Services Group, Inc. from 2007 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Gareth L
Series 66
San Diego, CA
LPL Financial
Gareth Lintt is a financial advisor with LPL Financial based in San Diego, CA, holding a Series 66 designation and having eight years of industry experience. He has worked at several firms including First Allied Securities, Cetera Investment Services, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.
Shaun P
Series 63, Series 65
San Diego, CA
LPL Financial
Shaun Pierpoint is a financial advisor at LPL Financial in San Diego, CA, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2014, including a break from 2016 to 2018. 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 financial planning and investment management services through a large network of advisors, utilizing various strategies including model portfolios, third-party subadvisors, and customized options.
Steven J
Series 63, Series 65
San Diego, CA
LPL Financial
Steven Justice is a financial advisor at LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing various portfolio strategies and technology tools to support advisors and clients.
Sonya N
CFP®, Series 66
San Diego, CA
LPL Financial
Sonya Nolan is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She has worked primarily with LPL Financial across multiple periods since 2008, with additional experience at Commonwealth Financial Network. Outside of advising, she has spent time as a full-time parent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.
Robert M
Series 63, Series 65, Series 66
San Diego, CA
LPL Financial
Robert Mckay is a financial advisor with LPL Financial in San Diego, CA, holding Series 63, 65, and 66 designations and 17 years of industry experience. His prior work includes roles at Centaurus Financial, Inc. and Allianz Global Investors Managed Accounts LLC. He has been with LPL Financial since 2018. 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 and uses multiple investment strategies and technologies delivered through a large network of investment adviser representatives.
Pandelis C
Series 66
San Diego, CA
LPL Financial
Pandelis Chryssostomides Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and FSC Securities, as well as operating Chryssostomides Financial Services for over two decades. Outside of his advisory role, he is involved in tax preparation and accounting through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michael V
Series 63, Series 66
San Diego, CA
LPL Financial
Michael Valentine Lujan is a financial advisor with LPL Financial in San Diego, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining LPL Financial in 2024, he worked at TD Ameritrade from 2019 to 2024 and AXA Advisors in 2019. Before his financial services career, he spent eight years at On The Border. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.
Nicholas A
Series 66
San Diego, CA
LPL Financial
Nicholas Anger is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, RBC Capital Markets, and City National Bank. Outside of his advisory work, he is the owner of a business called Nolo Chocolate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by extensive operational and research tools.
John P
Series 66
San Diego, CA
LPL Financial
John Parsons is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms, including Cetera and Carson Group Partners, and operates Parsons Wealth Management. Outside of his advisory work, Parsons is the head basketball coach at Half Moon Bay High School and owner of Coastside Basketball LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and third-party asset management through a large network of advisors and utilizes a range of investment strategies with operational support tools.
John P
Series 63, Series 65
San Diego, CA
LPL Financial
John Pivirotto is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years and has operated his own financial services and insurance businesses since 1989 and 1990 respectively. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Juan M
Series 66
San Diego, CA
LPL Financial
Juan Mendez Castro is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at LPL Financial since 2025 and previously spent ten years with CUSO Financial Services. He is based in San Diego, CA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of strategic and tactical investment options supported by advisor-facing technology.
Kevin E
CFP®, Series 66
San Diego, CA
LPL Financial
Kevin Enomoto is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at firms including Fidelity Investments, Union Bank, U.S. Bancorp Investments, Merrill, and Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.
Michael C
Series 63, Series 66
San Diego, CA
LPL Financial
Michael Chuang is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial and its predecessor since 2006. Outside of his advisory role, he is in the process of obtaining licensing to assist with a mortgage-related business supporting his wife. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across a range of investment approaches.
Christine M
Series 66
San Diego, CA
LPL Financial
Christine Masuda is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and 15 years of industry experience. She has been with LPL Financial since 2007. 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 financial planning, asset management programs, and institutional platforms, providing advisory services primarily through investment adviser representatives who use a range of investment strategies and research tools.
Steven K
Series 63, Series 65
San Diego, CA
LPL Financial
Steven Karmazin Jr. is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2010, previously serving at UBS Financial Services and Blue Chip Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
John M
CFP®, Series 63, Series 65
San Diego, CA
LPL Financial
John Myers III is a CFP® professional with 30 years of experience in the financial services industry. He is currently with LPL Financial in San Diego, CA, and has held prior roles at Uvest Financial Services Group, IC Advisory Services, Wells Fargo Clearing, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology and a network of over 22,800 advisors.
Alexander O
Series 66
San Diego, CA
LPL Financial
Alexander Orozco is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has been with LPL Financial since 2018 and previously worked in catering and staffing roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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