San Diego, CA Kearny Villa Rd. Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,432 offices

Location

4550 Kearny Villa Rd. Ste 214

San Diego CA 92123

Advisors at this office

2

Advisors at this office

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Michael S

Series 63, Series 65

San Diego, CA

LPL Financial

Michael Swain is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. Outside of his advisory role, he is involved in Swain Wealth Management, which focuses on fixed term life insurance, fixed whole life insurance, fixed annuities, and health insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 63, Series 65

San Diego, CA

LPL Financial

Mitch Ruibal is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in buying sports cards as a business activity. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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