Laguna Niguel, CA Cabot Rd Office

Anthony Bertocchini is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Diversified Investment Services, Inc. and Commonwealth Financial Network, each for 14 years. His additional business activities include involvement with Atherton Holdings Inc., a non-investment-related entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting with both discretionary and non-discretionary management, supported by research and technology-driven tools.

Scott Holmes is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Commonwealth Financial Network and Neuberger Berman LLC. Holmes also operates Coastal Wealth Inc., a registered business entity related to his LPL activities. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Derek Johnson is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Theodosios Drivas is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked in various roles at firms including Leapfin, Narvar, Clifton Larson Allen, and White Nelson Diehl Evans. Drivas also supports lead advisors with comprehensive financial planning, including retirement readiness, estate planning, and investment strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.