Irvine, CA 19200 Von Karman Ave. Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,430 offices

Location

19200 Von Karman Ave., Ste. 600

Irvine CA 92612

Advisors at this office

5

Advisors at this office

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Christopher P

Series 63, Series 66

Irvine, CA

LPL Financial

Christopher Polimeni is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked at Western International Securities, Inc. and Financial West Group. Polimeni also maintains a non-variable insurance business as a secondary activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Brett C

Series 63

Irvine, CA

LPL Financial

Brett Curran is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. Outside of his advisory work, he serves as an assistant district administrator for the CA District 30 Little League and is the JV head coach for the Saddleback Unified School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

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

Series 63

Irvine, CA

LPL Financial

Keo Sourisack is a financial advisor with LPL Financial in Irvine, CA, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He is also involved in accident and health, life, and variable insurance as an agent. 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 range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Larry L

Series 63

Irvine, CA

LPL Financial

Larry Levenstone is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 48 years of industry experience. He previously worked at Western International Securities, Inc. for nine years and Financial West Group for 26 years. Outside of his advisory role, he is the owner of Double L. Enterprises, a business related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

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

Daniel C

Series 63, Series 65

Irvine, CA

LPL Financial

Daniel Crane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory work, he serves as a Small Group Coordinator at Moorpark Presbyterian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing a variety of portfolio management strategies and research resources.

College savings (529s, UTMA, etc.)
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