Los Angeles, CA Forest Lawn Dr. Office

Bruce Horowitz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, he spent 21 years with Commonwealth Financial Network. He is also president and co-owner of Wealth Advocates, Inc., a business entity for tax and investment purposes. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and various investment strategies.

Vasil Halchev is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Innovative Wealth Strategists and Commonwealth Financial Network. Outside of his advisory work, he has experience in security services and community activities such as involvement with the Rose Bowl Aquatics Center. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Shea Allen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, Shea worked for nine years at Commonwealth Financial Network. Shea is also licensed as a fixed insurance agent in Los Angeles, CA. 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 provides a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.