Riverside, CA Jesse Ln 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
19330 Jesse Ln Ste 220
Riverside CA 92508-5091
Advisors at this office
2
Advisors at this office
Thomas L
Series 66
Riverside, CA
LPL Financial
Thomas Loza is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 designation. Before joining LPL Financial in 2021, he operated Loza, Beck & Associates LLC and has worked in both insurance and wealth management sectors. He also has a long history of involvement with the Riverside Community Health Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management supported by research and model portfolios.
Steven B
CFP®, Series 66
Riverside, CA
LPL Financial
Steven Beck is a CFP® professional at LPL Financial with 12 years of industry experience. He has worked at LPL Financial since 2021 and is also involved with Loza, Beck & Associates LLC. Beck provides tax preparation and accounting services in addition to his financial advisory work. 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 a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, third-party research, and various investment strategies.
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