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Barry S

Seal Beach, CA

LPL Financial

Barry Streeter is a financial advisor with LPL Financial in Seal Beach, CA, holding 40 years of industry experience. His prior work includes over two decades at Waddell & Reed, Inc. and various insurance carriers. He is also involved with Wavelength Insurance Consulting, Inc. as an insurance agent. 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 large network of investment advisor representatives.

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

CFP®, Series 63, Series 66

Seal Beach, CA

LPL Financial

James Dumbeck is a CFP® with 29 years of experience in the financial services industry. He currently works at LPL Financial and has prior experience with Waddell and Reed Inc, various insurance carriers, and teaching roles at Santiago Canyon College and Orange Coast College. Dumbeck is also a partner at Wavelength Insurance Consulting, Inc., focusing on non-variable insurance services. 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 investment management solutions through a large network of representatives.

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

Series 66

Seal Beach, CA

LPL Financial

Zubeen Tukina is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years and Lyft for one year. 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 through a large network of investment adviser representatives. The firm provides a variety of financial planning and investment management solutions, including model portfolios 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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Karin K

Series 66

Seal Beach, CA

LPL Financial

Karin Knoop is a financial advisor with LPL Financial, holding a Series 66 license and 17 years of industry experience. Her prior roles include work at Effective Planning, Agi Accounting Services, and Waddell & Reed. She is also involved in tax preparation and accounting through Effective Planning and serves as an insurance agent with Wavelength Insurance Consulting. 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 extensive 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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Marvin W

CFP®, Series 63, Series 65, Series 66

Seal Beach, CA

LPL Financial

Marvin Waider is a financial advisor with LPL Financial in Seal Beach, CA, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 31 years of industry experience, including a tenure at Linsco/Private Ledger Corp. since 2007 and prior work at Guardian Life. Outside of advisory services, Waider is involved in fixed insurance, providing life, disability, health, and long-term care insurance through Waider Financial & Insurance Services 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of 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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Kristen W

Series 63, Series 65, Series 66

Seal Beach, CA

LPL Financial

Kristen Wilson is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Linsco/Private Ledger Corp. since 2007, following positions at Guardian Life and Avantax Advisory Services. She also operates Waider Financial & Insurance Services, 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 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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