San Diego, CA W Beech St 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

555 W Beech St Ste 458

San Diego CA 92101-2940

Advisors at this office

2

Advisors at this office

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Renata J

Series 66

San Diego, CA

LPL Financial

Renata Jaskiewicz is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she is a notary public and also works as a tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and various technological tools.

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

ChFC®, Series 66

San Diego, CA

LPL Financial

Mykala Rubey is a financial advisor with LPL Financial in San Diego, CA, holding the ChFC® and Series 66 designations. She has three years of industry experience and previously worked at ExamWorks, LLC, and Maurices. Outside of her advisory role, she is a volleyball coach for several school districts in the San Diego area and is involved in firearms training through Poseidon Security. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs, leveraging multiple investment strategies and technologies through a national network of investment adviser representatives.

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