Rancho Santa Margari, CA Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,422 offices

Location

22362 Gilberto Ste 205

Rancho Santa Margari CA 92688

Advisors at this office

2

Advisors at this office

Aaron T

Series 66

Rancho Santa Margari, CA

LPL Financial

Aaron Tucker is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of finance, he receives music royalties through his involvement with CD Baby and DistroKid. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources to support diversified investment strategies.

Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner
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Ryan M

Series 63, Series 66

Rancho Santa Margari, CA

LPL Financial

Ryan Mc Laughlin is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 12 years before joining LPL Financial in 2023. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
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