Orange, CA S Parker St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,430 offices

Location

701 S Parker St Ste 6400

Orange CA 92868

Advisors at this office

5

Advisors at this office

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Daryl R

Series 63, Series 65

Orange, CA

LPL Financial

Daryl Riley is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Crown Capital Securities, LP for 15 years. In addition to his advisory role, he teaches fitness as a part-time instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Jesse L

Series 66

Orange, CA

LPL Financial

Jesse Lopez is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked at Crown Capital Securities, LP for 12 years. Outside of his advisory role, he owns and operates a tax preparation and accounting business and also works as a recruiter. 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, including discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Nancy M

Series 63, Series 66

Orange, CA

LPL Financial

Nancy Michael is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 24 years of industry experience. Her career includes long-term roles at Crown Capital Securities, First American Investments, and First American Management prior to joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by research and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Krishna A

Series 66

Orange, CA

LPL Financial

Krishna Agnihotri is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Crown Capital Securities and Foresters Equity Services. Outside of advisory work, he is involved in insurance sales as an independent agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
user avatar

John H

Orange, CA

LPL Financial

John Hawkins is a financial advisor at LPL Financial with 53 years of industry experience. He has worked at Crown Capital Securities since 2002 and joined LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by LPL Research, third-party subadvisors, and various portfolio management options.

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