Rolling Hills Est, CA 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
777 Silver Spur Rd # 214
Rolling Hills Est CA 90274
Advisors at this office
2
Advisors at this office
Mark J
Series 63, Series 65
Rolling Hills Est, CA
LPL Financial
Mark Jongewaard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates a DBA under Playa Financial, Inc. LPL Financial is a 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Michael T
Series 63, Series 66
Rollinghills Estates, CA
LPL Financial
Michael Tahbaz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Linsco Private Ledger since 2001. 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 offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
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