Long Beach, CA N Lakewood Blvd. Office

Brian Burnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Brokerage Services, Inc. and SchoolsFirst Federal Credit Union. Outside of financial advising, he works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Cao Tri Tran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at CUNA Brokerage Services, SchoolsFirst FCU, City National Securities, and Citigroup. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.