Irvine, CA 9070 Irvine Center Dr Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,430 offices

Location

9070 Irvine Center Dr, Ste 230

Irvine CA 92618

Advisors at this office

4

Advisors at this office

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Rodney C

Series 63, Series 65

Irvine, CA

LPL Financial

Rodney Chamberlin is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation. He is also an author outside of his investment advisory activities. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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John M

Series 66

Irvine, CA

LPL Financial

John Milligan is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Scottrade from 2016 to 2018 before joining LPL Financial in 2018. In addition to his advisory role, he contributes writings on economic, market, and fundamental securities analysis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Christopher D

Series 63, Series 65

Irvine, CA

LPL Financial

Christopher Dinterman is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior firms include TIAA-CREF, where he worked for 11 years, Ares Financial Consulting, and Pacific Coast Fiduciary, LLC. He is also involved in a related business activity as a retirement plan consultant through WealthWise Financial Services, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, 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, with both discretionary and non-discretionary management options supported by extensive research and technology tools.

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

Derek B

Series 66

Irvine, CA

LPL Financial

Derek Bergfeld is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and seven years of industry experience. Before joining LPL Financial in 2020, he worked at First Republic Investment Management and First Republic Securities from 2018 to 2020, and prior to that spent eleven years at Irvine BMW. 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 and financial planning services that include discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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