Long Beach, CA Atlantic Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,430 offices

Location

3447 Atlantic Ave

Long Beach CA 90807

Advisors at this office

2

Advisors at this office

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Nevil D

Series 63, Series 65

Long Beach, CA

LPL Financial

Nevil Dhabhar is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL in 2025, he worked for CUSO Financial Services and Fidelity in various advisory and brokerage roles from 2005 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Mohammed A

Series 63, Series 65

Long Beach, CA

LPL Financial

Mohammed Ayala is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including CUSO Financial Services, U.S. Bancorp Investments, Bank of America, Merrill Lynch, and Southland Credit Union. Outside of advisory roles, he was involved with Kali Botanical for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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