Irvine, CA 20 Corporate Park 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 10,432 offices
Location
20 Corporate Park Ste 150
Irvine CA 92606
Advisors at this office
2
Advisors at this office
Erle P
CFP®, Series 63, Series 65
Irvine, CA
LPL Financial
Erle Petrie is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked for 17 years at Commonwealth Financial Network. Outside of his advisory role, Petrie is an ice hockey referee in Tustin, CA. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.
Alger O
CFP®, Series 63
Irvine, CA
LPL Financial
Alger Osentoski is a financial advisor at LPL Financial with 38 years of industry experience. He holds CFP® and Series 63 designations. Prior to joining LPL Financial in 2024, he worked for Commonwealth Financial Network for 17 years and has operated his own advisory business since 1988. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
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