Rancho Cucamonga, CA N Trademark Pkwy Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,716 advisors across 10,430 offices
Location
10604 N Trademark Pkwy #300
Rancho Cucamonga CA 91730-1136
Advisors at this office
2
Advisors at this office
Casey R
Series 66
Rancho Cucamonga, CA
LPL Financial
Casey Reyna is a financial advisor with LPL Financial, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining LPL Financial, Reyna's work experience includes roles at FedEx Ground and the University of California, Santa Barbara. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory and brokerage services, including financial planning and retirement plan consulting, supported by model portfolios and research.
Steven R
Series 63
Rancho Cucamonga, CA
LPL Financial
Steven Reyna is a financial advisor with LPL Financial in Rancho Cucamonga, CA, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he sells whole life insurance and fixed annuities for pension plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")