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John S

Series 63, Series 65

Santa Barbara, CA

LPL Financial

John Somerville is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 43 years of industry experience. He has previously worked at D.A. Davidson & Co., Crowell, Weedon & Co., and Morgan Stanley in various capacities over a span of more than 15 years. 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 financial planning, wrap and model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a wide range of investment strategies through a large network of advisors.

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

Series 66

Santa Barbara, CA

LPL Financial

Tyler Powell is a financial advisor with LPL Financial in Santa Barbara, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. 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, third-party asset management, 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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Jeffrey G

Series 63, Series 65

Santa Barbara, CA

LPL Financial

Jeffrey Grange is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at D.A. Davidson & Co., Crowell, Weedon & Co., Morgan Stanley, and Citigroup Global Markets. He is based in Santa Barbara, 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 services including financial planning, wrap and 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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