San Diego, CA 1081 Camino Del Rio S Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,432 offices

Location

1081 Camino Del Rio S

San Diego CA 92108

Advisors at this office

4

Advisors at this office

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Kevin K

Series 66

San Diego, CA

LPL Financial

Kevin Keil is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Securian Financial Services, Minnesota Life Insurance, North Star Resource Group, CRI Securities, and Health IQ. Outside of his advisory role, he is the owner of Sail Bay Group, a business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory, and brokerage services, employing both discretionary and non-discretionary management and offering access to model portfolios, research, and various strategies.

College savings (529s, UTMA, etc.)
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Ryan P

Series 66

San Diego, CA

LPL Financial

Ryan Pinkerton is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Securian Financial Services, North Star Resource Group, Minnesota Life Insurance Co, and CRI Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and incorporates various investment strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Ryan R

Series 63, Series 65

San Diego, CA

LPL Financial

Ryan Rose is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. He is also involved in group insurance services through Chubb. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

Evan C

Series 63, Series 65

San Diego, CA

LPL Financial

Evan Cantalupo is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Cetera Investment Services and Foresters Financial Services. Outside of advising, he is also an active Airbnb host in San Diego. LPL Financial is an SEC-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, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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