Downey, CA Firestone Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,716 advisors across 10,430 offices
Location
8255 Firestone Blvd Ste 406
Downey CA 90241
Advisors at this office
2
Advisors at this office
Roberto D
Series 66
Downey, CA
LPL Financial
Roberto De Leon Gonzalez is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Robert Half and various service positions before joining LPL Financial in 2020. Outside of his advisory role, he is a co-owner of Hecho En Casa LLC, a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by extensive research and technology solutions.
Cesar M
CFP®, Series 63, Series 65
Downey, CA
LPL Financial
Cesar Macedo is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2014. He holds Series 63 and Series 65 licenses and operates out of Downey, CA. Outside of advisory work, he provides tax preparation services and notary services related to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
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