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Damon F

CFP®, Series 66

San Diego, CA

LPL Financial

Damon Friedman is a Certified Financial Planner (CFP®) affiliated with LPL Financial and has 14 years of industry experience. He previously worked at Commonwealth Financial Network, Independent Financial Group, and Kestra Investment Services. Outside of advising, he is a co-owner of Caliber Pacific Construction, a general contracting business. 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 including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shayla T

Series 66

San Diego, CA

LPL Financial

Shayla Turganov is a financial advisor at LPL Financial with a Series 66 designation and experience at multiple firms since 2017, including Commonwealth Financial Network and Southern States University. Based in San Diego, CA, she joined LPL Financial in 2026 after several roles outside the industry, such as positions at Graton Casino and Amy's Sushi. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and various operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin C

Series 66

San Diego, CA

LPL Financial

Kevin Carlin is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before returning to LPL Financial. Outside of finance, he is the owner and designer of Trail Comfort, an online apparel company selling on Etsy, and is involved with Optimal Nutritionals, a nutritional supplement business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nicole G

Series 66

San Diego, CA

LPL Financial

Nicole Griffiths is a Series 66-licensed financial advisor with 16 years of industry experience, currently associated with LPL Financial since 2026. Her prior roles include positions at Commonwealth Financial Network, Abd Retirement Services, Inc., and FIDELITY Brokerage Services LLC. 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 model portfolios, third-party subadvisors, and various strategic investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael S

Series 66

San Diego, CA

LPL Financial

Michael Sheehan is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving at LPL Financial since 2026. He previously worked for Commonwealth Financial Network from 2012 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ashley R

Series 66

San Diego, CA

LPL Financial

Ashley Rinaudo is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 23 years of industry experience. Her career includes 20 years at Commonwealth Financial Network and multiple prior roles at LPL Financial, Citigroup Global Markets, and Ameriprise. 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, supporting its network of over 22,900 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Victoria B

Series 63, Series 66

San Diego, CA

LPL Financial

Victoria Blackwell Rivas is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Commonwealth Financial Network for five years and has been involved with San Diego State University and TD Ameritrade Institutional since 2018. 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, and institutional platforms, supported by a large network of investment adviser representatives and extensive resources in research and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael T

Series 66

San Diego, CA

LPL Financial

Michael Triana is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2026, following 15 years at Commonwealth Financial Network and one year at Wells Fargo Clearing. Based in San Diego, CA, he is currently affiliated with LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technological tools for advisors and managing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Wesley C

Series 63, Series 66

San Diego, CA

LPL Financial

Wesley Cope is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Commonwealth Financial Network, Fidelity Investments, and Wells Fargo Clearing Services LLC. 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 through a comprehensive platform that includes financial planning, model portfolios, third-party asset management, and institutional solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Julian M

Series 66

San Diego, CA

LPL Financial

Julian Myers is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and six years of industry experience. His career includes roles at Commonwealth Financial Network and Independent Financial Group, among others. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nelly W

Series 66

San Diego, CA

LPL Financial

Nelly Warner is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, she worked at Commonwealth Financial Network for five years and has experience in hospitality from positions at Catamaran Resort Hotel & Spa and The Lodge at Torrey Pines. She also spent two years at San Diego University for Integrative Studies. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher S

Series 66

San Diego, CA

LPL Financial

Christopher Schwartz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Commonwealth Financial Network for 10 years and OneAmerica Securities, Inc. for one year. Based in San Diego, CA, he joined LPL Financial in 2026. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Edward V

Series 66

San Diego, CA

LPL Financial

Edward Vita is a Series 66-licensed financial advisor with six years of industry experience. He currently works at LPL Financial and has previously held roles at Commonwealth Financial Network, UBS Financial Services, and Fortrend Securities. Outside of his advisory career, he has experience in wine consulting and spent time working at McP's Irish Pub. 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 network of over 22,900 investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ian C

Series 63, Series 65

San Diego, CA

LPL Financial

Ian Carr is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Commonwealth Financial Network, JPMorgan Chase Bank, JP Morgan Securities LLC, and PNC Wealth Management. Between 2021 and 2022, he took a year as a homemaker and at-home dad. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew D

CFP®, Series 63, Series 66

San Diego, CA

LPL Financial

Matthew Digiacomo is a CFP® professional with 24 years of industry experience. He is currently affiliated with LPL Financial and has held prior roles at Core Financial Group, Commonwealth Financial Network, Woodbury Financial Services, and Edward Jones. Outside of advisory work, he conducts fixed insurance sales through Core Financial Group. 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, supported by advanced research tools and a broad non-advisory financial services platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Benjamin O

Series 63, Series 66

San Diego, CA

LPL Financial

Benjamin Otte is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior firms include Commonwealth Financial Network and Kestra Financial, Inc. 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 broad range of advisory and brokerage services with various portfolio management options and utilizes technology tools to support its advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Xiomara V

Series 63, Series 65

San Diego, CA

LPL Financial

Xiomara Vielman is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Clarity Financial Management, Commonwealth Financial Network, and Independent Financial Group. 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 services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Paul S

CFP®, Series 63, Series 66

San Diego, CA

LPL Financial

Paul Solorzano is a Certified Financial Planner (CFP®) with 35 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Aegis Consulting, Commonwealth Financial Network, and Lincoln Financial Advisors. In addition to his advisory work, he owns solo2000 LLC, a private entity that supports his advisory business. 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 institutions. The firm offers a wide range of services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and research resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert M

Series 63, Series 66

San Diego, CA

LPL Financial

Robert Molinari is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has previously worked at Commonwealth Financial Network and Tower Square Securities, Inc. Outside of his advisory role, he serves as an advisor to OmniClient, Inc., a consulting firm in Poway, 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 a range of financial planning and investment programs delivered through a large network of advisers using various strategies including model portfolios and third-party management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Chomreun P

Series 66, Series 63

San Diego, CA

LPL Financial

Chomreun Pao is a financial advisor with LPL Financial in San Diego, CA, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. Prior to joining LPL Financial in 2026, Pao worked at Commonwealth Financial Network for five years and CUSO Financial Services, LP for nine years. 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 financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bradford B

Series 63, Series 66

San Diego, CA

LPL Financial

Bradford Byrns is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors, Commonwealth Financial Network, and Aegis Consulting. Byrns also engages in fixed insurance sales as a minor part of his activities. 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, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jonathan G

Series 66

San Diego, CA

LPL Financial

Jonathan Good is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Principal Securities INC, Principal Life Insurance Company, U.S. Bancorp Advisors, Financial Designs LTD., Independent Financial Group, and WFP Securities. He is based in San Diego, CA. 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 broad range of financial planning and asset management solutions and supports its advisors with research, technology tools, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Patricia P

Series 63, Series 65

San Diego, CA

LPL Financial

Patricia Posada is a financial advisor at LPL Financial with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including Terramar Wealth, Commonwealth Financial Network, and Sagepoint Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with a range of investment options and tools while managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cole W

Series 66

San Diego, CA

LPL Financial

Cole Winship is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. He has worked at several firms including Commonwealth Financial Network, Pacific Point Wealth Management, and Thrivent Financial. He is also affiliated with the University of San Diego. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals and institutions with a range of financial planning, asset management, and retirement advice solutions, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mary G

Series 65, Series 63

San Diego, CA

LPL Financial

Mary Gubler is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 63 credentials and 16 years of industry experience. She has worked at multiple firms including Securities America Advisors and Commonwealth Financial Network. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technological tools for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John D

Series 66

San Diego, CA

LPL Financial

John Dorff is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Commonwealth Financial Network for 14 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ian O

Series 63, Series 65

San Diego, CA

LPL Financial

Ian Ott is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He is a co-owner of Warmen & James Private Wealth, a private entity involved in securities, advisory, and insurance business. Ott has worked at several firms including Commonwealth Financial Network, Royal Alliance, and Mountain West Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management solutions, combining scale with a broad range of financial activities and oversight of significant discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Chad L

Series 63, Series 65

San Diego, CA

LPL Financial

Chad Lafauci is a financial advisor with LPL Financial in San Diego, California. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a 26-year tenure at Commonwealth Financial Network before joining LPL Financial in 2026. 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 plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael Y

Series 66

San Diego, CA

LPL Financial

Michael Youngerman is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with 14 years of industry experience. He previously worked for Commonwealth Financial Network for 11 years before joining LPL Financial in 2026. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher B

Series 66

San Diego, CA

LPL Financial

Christopher Barber is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial Network and Unidine Corporation. Barber is based in San Diego, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by technology tools and a broad array of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Susan P

Series 66

San Diego, CA

LPL Financial

Susan Pillen Levine is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network before returning to LPL Financial. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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