Newport Beach, CA Corporate Plaza, Sute 242 Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,440 offices

Location

23 Corporate Plaza, Sute 242

Newport Beach CA 92660

Advisors at this office

2

Advisors at this office

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Brandon F

Series 66

Newport Beach, CA

LPL Financial

Brandon Fiely is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved as an agent selling prepaid legal plans. 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 financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Charles H

ChFC®, Series 63, Series 65

Newport Beach, CA

LPL Financial

Charles Hearn is a ChFC® credentialed financial advisor with LPL Financial in Newport Beach, CA, bringing 49 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, Hearn serves as a board member of the Starcare Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches with access to various model portfolios and research resources.

College savings (529s, UTMA, etc.)
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