Rancho Palos Verdes, CA Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,430 offices

Location

Rancho Palos Verdes CA

Advisors at this office

2

Advisors at this office

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Timothy T

Series 63, Series 66

Rancho Palos Verdes, CA

LPL Financial

Timothy Tanner is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Western International Securities, Inc. since 2015. Outside of advisory work, he is involved as an agent in accident, health, life, and variable insurance and maintains a passive partnership in ATM Merchant Services, LLC, a company specializing in ATM transaction processing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Michael T

Series 63, Series 66

Rancho Palos Verdes, CA

LPL Financial

Michael Towle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2019 before joining LPL Financial in 2019. Outside of his advisory work, Towle serves as Interim Chief of the Worthington Township Fire Department in Butler, Ohio. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

College savings (529s, UTMA, etc.)
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