Barry Allred II is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for nine years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a family business, Allred Klein Enterprises LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing various model portfolios, research, and technology solutions across discretionary and non-discretionary management styles.

Jacob Allred is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2022 and has prior experience in educational roles at San Diego State University, Mesa Community College, and Cathedral Catholic High School. Outside of advisory work, he manages planes for a family business through Allred Klein Enterprises, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving diverse clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.