Burbank, CA N. 1st Street Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.

Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.

What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.

Based on LPL Financial

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

100 N. 1st Street

Burbank CA 91505

Advisors at this office

4

Advisors at this office

Alexander D

Series 66

Burbank, CA

LPL Financial

Alexander Derghazian is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JPMorgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and maintaining over $819 billion in discretionary assets.

Retirement income strategy Wealth management Business exit / sale strategy General estate planning guidance Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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Jonathon H

Series 63, Series 66

Burbank, CA

LPL Financial

Jonathon Hollins is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes positions at Wells Fargo Bank and Northwestern Mutual, and he is also involved as an artist and musician through GODY Ent. 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 third-party asset management, supported by technology tools and a broad platform that includes insurance and credit-related offerings.

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

Charles H

Series 63, Series 66

Burbank, CA

LPL Financial

Charles Hahn is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Invest Financial Corp., Logix FCU, CUSO Financial Services, Bancwest Investment Services, and Banc Of America Investment Services. Hahn is also involved with Logix Financial Services, a business related to his LPL activities. 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, third-party asset management, and institutional platforms, supported by advanced research tools and oversight of substantial discretionary assets.

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

Jimmy M

Series 63, Series 66

Burbank, CA

LPL Financial

Jimmy Maldonado is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His prior firms include INVEST Financial Corp, Cetera Advisors LLC, Investors Capital Corp., and Bancwest Investment Services. He also serves as a financial consultant at Logix Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by proprietary research and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
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