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Matthew B
Series 66
San Mateo, CA
LPL Financial
Matthew Bond is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Securian Financial Services, Link-Allen & Associates, and Minnesota Life from 2002 to 2020. Outside his advisory role, he is involved with SGC Insurance Brokerage LLC, a business entity he has managed since 2013. 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, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of investment strategies and operational tools.
Peter E
Series 66
San Mateo, CA
LPL Financial
Peter Evans is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at In2Deep Santa Monica and served with the Spanish Ministry of Education. 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.
Christopher M
Series 66
San Mateo, CA
LPL Financial
Christopher Manzi is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at SGC Financial, Minnesota Life, Securian Financial Services, Ameriprise, and Mass Mutual Investors Services. 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 financial planning and investment services, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.
Aaron M
Series 66
San Mateo, CA
LPL Financial
Aaron Moore is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at SGC Financial and Securian Financial Services Inc. Moore operates out of San Mateo, 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 range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.
Richard D
Series 66
San Mateo, CA
LPL Financial
Richard Diregolo II is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Securian Financial Services, Inc., SGC Financial & Insurance Services, and Minnesota Life Insurance Co from 2007 to 2020. 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, third-party asset management, and institutional platforms.
Michael H
Series 63, Series 65
San Mateo, CA
LPL Financial
Michael Hughes is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Citigroup Global Markets, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.
Justin S
Series 66
San Mateo, CA
LPL Financial
Justin Skelton is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Minnesota Life Insurance Co. and Securian Financial Services. Outside of his advisory role, he is involved as an insurance agent and holds employment unrelated to investment services. 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 supported by a large network of advisors and a variety of advisory platforms.
Peter E
ChFC®, Series 63
San Mateo, CA
LPL Financial
Peter Evans is a financial advisor with LPL Financial in San Mateo, CA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including a long tenure at Securian Financial Services, Inc. and Minnesota Life. Outside of his advisory work, he has been involved with the City of Palo Alto Parks & Recreation Department. 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, and institutional platforms, supported by a network of over 22,000 advisors.
Jerald H
Series 63, Series 65
San Mateo, CA
LPL Financial
Jerald Henderson is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Securian Financial Services and Link Allen/Secure Futures, spanning 22 years before joining LPL Financial in 2020. 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, with advice and account management primarily conducted through a network of investment adviser representatives.
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