Carlsbad, CA Fleet Street Office

Gregory Fox is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Terramar Wealth, Commonwealth Financial Network, and Sagepoint Financial. Outside of his advisory role, he has an RV rental business through Outdoorsy.com. 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 range of financial planning and investment management solutions supported by research and technology tools.

Burt Mac Kenzie IV is a financial advisor with LPL Financial based in Carlsbad, CA. He holds a Series 66 designation and has one year of industry experience. Burt has previously worked at Commonwealth Financial Network and Terramar Wealth. Outside of his advisory role, he is an adjunct professor teaching English composition at Virginia Western Community College. 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 a range of investment options through models and third-party managers, supported by advanced operational tools, and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Steven Rubinstein is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He previously worked at Sagepoint Financial Inc for 16 years and has been associated with several firms including Commonwealth Financial Network and Terramar Wealth. Rubinstein serves on the Investment Review Board for the City of Carlsbad. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of advisors and various financial services.

Daniel McMahon is a financial advisor with LPL Financial based in Carlsbad, CA, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Commonwealth Financial Network, OSAIC, SAGEPOINT FINANCIAL, ICM Private Client Group, and Equitable Advisors. McMahon is also a co-owner of Terramar Wealth, Inc., a private entity involved in securities, advisory, and insurance business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by investment adviser representatives who may utilize various strategies and technology tools.

Todd Oberlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. His prior roles include positions at Terramar Wealth, Commonwealth Financial Network, OSAIC, and Sagepoint Financial. He is also the owner of Oberlin Financial Services, Inc., a private entity focused on insurance business. 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 extensive technology and a large network of advisors.

Steve Statzer is a financial advisor with LPL Financial based in Carlsbad, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior firms include Terramar Wealth, Commonwealth Financial Network, OSAIC, and Sagepoint Financial, where he spent 15 years. He is also co-owner of the Statzer Revocable Living Trust, which is involved in managing residential real estate in Big Bear City, CA. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

David Kempton is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Commonwealth Financial Network, Terramar Wealth, and Catalina Capital Group. He also engages in fixed insurance sales as a secondary business activity. 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, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Michael Gallop is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Gallop has worked at several firms, including Commonwealth Financial Network and SagePoint Financial, and is co-owner of Terramar Wealth, Inc., a private entity facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.