Canyon Lake, CA Office

Christopher Tool is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at SCF Securities, Inc. and Summit Brokerage Services. Outside of his advisory role, he has been involved with Tool Motor Sports for over three decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Christopher Jeffrey is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations, and has one year of industry experience. He has also worked as an independent contractor since 2022 and has been a teacher at Alvord Unified School District since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.