Los Angeles, CA Forest Lawn Dr. Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
6767 Forest Lawn Dr. Ste 120
Los Angeles CA 90068
Advisors at this office
3
Advisors at this office
Bruce H
Series 63
Los Angeles, CA
LPL Financial
Bruce Horowitz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. His prior firms include Commonwealth Financial Network and Osaic FA, Inc. He is also president and co-owner of Wealth Advocates, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Vasil H
Series 66
Los Angeles, CA
LPL Financial
Vasil Halchev is a financial advisor with LPL Financial based in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. He has previously worked at Commonwealth Financial Network and is involved with Innovative Wealth Strategists. Outside of advising, he is associated with JohnHart Real Estate, where he provides mortgage and real estate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Shea A
CFP®, Series 63
Los Angeles, CA
LPL Financial
Shea Allen is a financial advisor with LPL Financial based in Los Angeles, CA. He holds the CFP® designation and has 11 years of industry experience, including nine years with Commonwealth Financial Network prior to joining LPL in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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