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Anne Marie H

Series 63

Santa Ana, CA

LPL Financial

Anne Marie Hamilton is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 63 license and bringing 36 years of industry experience. She has worked with LPL Financial since 2008 and is currently associated with Orange County's Credit Union as well. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Ruby B

Series 66

Santa Ana, CA

LPL Financial

Ruby Bohra is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Bank of America, Merrill, and H & R Block. She was also involved with Bohra Enterprises Inc. for over a decade. Ruby offers investment products and services through LPL Financial using the trade name Orange County's Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Fadi M

CFP®, Series 63, Series 66

Santa Ana, CA

LPL Financial

Fadi Mansour is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at CUSO Financial Services and The Ayco Company, L.P./Mercer Allied. Outside of his advisory work, he operates as a host for a vehicle-sharing service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services supported by proprietary and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Robert K

Series 66

Santa Ana, CA

LPL Financial

Robert Kirkland is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and 17 years of industry experience. He has worked concurrently with Orange County Credit Union and LPL Financial since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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