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Juan F

Series 66

Santa Maria, CA

LPL Financial

Juan Forcado is a financial advisor with LPL Financial in Santa Maria, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at CoastHills, Aladdin Bail Bonds, Target Corp., and San Jose State University. He is also a commissioned Notary Public. 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 and access to third-party asset management, supported by a network of over 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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Bruce A

CFP®, Series 63, Series 65

Santa Maria, CA

LPL Financial

Bruce Altheide is a financial advisor with LPL Financial based in Santa Maria, CA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to his current role, he worked at Linsco/Private Ledger Corp. for 28 years. He also engages in tax preparation and accounting for Coasthills Credit Union and performs financial institution duties there. 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 asset management services delivered through a large network of advisors who employ various portfolio strategies and advanced 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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Seth O

Series 66

Santa Maria, CA

LPL Financial

Seth Ollice is a financial advisor with LPL Financial in Santa Maria, CA, holding a Series 66 credential and four years of industry experience. His work history includes roles at Coast Hills Credit Union and Western Colorado University, as well as a brief position at Garlic Mikes. Outside of advising, he is involved in tax preparation and accounting services at Coast Hills Federal Credit Union. 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 extensive technology and a large advisor network.

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