Concord, CA Gateway Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

1855 Gateway Blvd Ste 570

Concord CA 94520

Advisors at this office

5

Advisors at this office

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Chris G

Series 66

Concord, CA

LPL Financial

Chris Garrigan is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Legion Technologies and Cornerstone, as well as managing his own consulting and financial business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Ron S

CFP®, Series 63, Series 65

Concord, CA

LPL Financial

Ron Silva is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2013. He operates Silva Financial Planning Services in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through its national network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Michael C

CFP®, Series 66

Concord, CA

LPL Financial

Michael Chong is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Contra Costa Christian Schools, Ameritas Life Insurance, Waddell & Reed, and involvement with Big King Inc and Diablo Divorce, the latter being a business entity related to his financial advisory practice. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Liyuan L

Series 63, Series 65

Concord, CA

LPL Financial

Liyuan Lee is a financial advisor with LPL Financial in Concord, CA, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2025, Lee worked at Sid Financial Services for five years and at Riverbed Technology for seven years. Lee is also involved in tax preparation services with H&R Block. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Ian W

Series 63, Series 65, Series 66

Concord, CA

LPL Financial

Ian Wetherell is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Principal Funds Distributor, Inc and Nationwide Investment Services Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios, research, and various technology-enabled strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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