Culver City, CA 10000 Washington Blvd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,842

Across 10,475 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

10000 Washington Blvd Ste 600

Culver City CA 90232

Advisors at this office

7

Advisors at this office

user avatar

Erik K

Series 66

Culver City, CA

LPL Financial

Erik Klinger is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise Financial Services from 2020 to 2024. Outside of finance, he is involved in the Brazilian Jiu Jitsu community as a co-owner of multiple academies and is the founder of Mugen Mindset, a life coaching 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 and access to third-party asset management, with advice delivered through a large network of investment adviser representatives.

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

Culver City, CA

LPL Financial

Nareg Niazi is a financial advisor with LPL Financial in Culver City, CA, holding two years of industry experience. He has operated the NIAZI CPA Group since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with support tools that assist advisors but do not make investment decisions.

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

Samer J

Culver City, CA

LPL Financial

Samer Jarrar is a financial advisor with LPL Financial in Culver City, CA, holding 18 years of experience through his ongoing role at Jarrar & Associates CPAs Inc and two years at LPL Financial. He combines expertise from both accounting and financial advisory fields. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

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

Vardan P

Culver City, CA

LPL Financial

Vardan Pogosian is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he operated Pogosian Tax Planning Inc and worked at Pogosian and Company CPA. 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 various advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Culver City, CA

LPL Financial

Carlos Quintana De La O is a financial advisor with LPL Financial in Culver City, CA, holding over one year of industry experience. He has worked with LPL Financial since 2024 and operates his own business, Carlos D Quintana Inc, founded in 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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

CFP®, Series 63, Series 65

Culver City, CA

LPL Financial

Artin Zakarian is a CFP® professional associated with LPL Financial and has five years of industry experience. His prior roles include positions at Ameriprise, World Financial Group, The Blackmar Group, and Ernst & Young LLP. He is also a licensed CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing both discretionary and non-discretionary strategies supported by research and technology.

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

Andrea R

Culver City, CA

LPL Financial

Andrea Rodriguez is a financial advisor with LPL Financial, holding one year of industry experience. She has worked at LPL Financial since 2025 and previously operated at A to Z Tax and Accounting Inc. for nine years. Outside of her advisory work, she is involved in tax consulting as a principal at Blue Bear Nevada LLC. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support advice and account management.

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