Cape Coral, FL 5 Del Prado Blvd S Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,432 offices

Location

5 Del Prado Blvd S

Cape Coral FL 33990

Advisors at this office

2

Advisors at this office

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Jonathan C

Series 66

Cape Coral, FL

LPL Financial

Jonathan Cabrera is a financial advisor with LPL Financial based in Cape Coral, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at Morgan Stanley and Wells Fargo Clearing Services. Outside of his advisory work, he is a partner in Four Hands Properties LLC, involved in property management and business development. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management along with access to model portfolios, research, and various specialized investment strategies.

College savings (529s, UTMA, etc.)
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Michael M

CFP®, Series 65, Series 63

Cape Coral, FL

LPL Financial

Michael Mcfarland is a financial advisor at LPL Financial with 37 years of industry experience. He holds a CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Suncoast Credit Union, CUNA Brokerage Services, Lineweaver Wealth Advisors, Triad Advisors, and Diversified Financial Concepts. Outside of finance, he owns a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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