Mammoth Lakes, CA Old Mammoth Rd. Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,663 advisors across 10,413 offices

Location

549 Old Mammoth Rd., Ste. 12

Mammoth Lakes CA 93546

Advisors at this office

2

Advisors at this office

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Eric W

Series 63, Series 65

Mammoth Lakes, CA

LPL Financial

Eric Wasserman is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors for eight years prior to joining LPL Financial in 2019. He is involved in entrepreneurial ventures through Mammouth Rocks LLC, a for-profit business based in Mammoth Lakes, CA. 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, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Colin F

Series 66

Mammoth Lakes, CA

LPL Financial

Colin Fernie is a Series 66-licensed financial advisor with LPL Financial, based in Mammoth Lakes, CA, and has five years of industry experience. He previously worked at Wells Fargo Advisors and R, R & F Asset Management. In addition to his advisory work, he has been the owner of Black Tie Ski Rentals of Mammoth Lakes, CA Inc since 2009 and also owns PLAY BIG OUTDOORS, LLC. 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 financial planning and advisory programs, retirement consulting, and brokerage services, and provides both discretionary and non-discretionary management supported by research and diverse investment strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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