Irvine, CA Michelle Dr Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,430 offices

Location

2855 Michelle Dr Ste 120

Irvine CA 92606

Advisors at this office

3

Advisors at this office

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Derrick S

Series 66

Irvine, CA

LPL Financial

Derrick Strub is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Bank of America and Merrill. In addition to his advisory work, he owns a website design company focused on serving real estate professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Kaylee B

Series 63, Series 65

Irvine, CA

LPL Financial

Kaylee Breeding is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses. She began her advisory career in 2024 and previously operated Kaylee's Mobile Notary. Prior to entering the financial industry, her work experience includes roles in aviation, construction, and electrical services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers various 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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Randy P

Series 66

Irvine, CA

LPL Financial

Randy Pierce is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2006. Pierce owns an accounting practice, The Pierce Group, which focuses on tax return preparation, and he also provides tax services for certain clients. LPL Financial serves 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, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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