San Juan Capistrano, CA 30210 Rancho Viejo Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,440 offices

Location

30210 Rancho Viejo Rd Ste C

San Juan Capistrano CA 92675

Advisors at this office

4

Advisors at this office

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Tenley H

Series 66

San Juan Capistrano, CA

LPL Financial

Tenley Hardt is a financial advisor with LPL Financial in San Juan Capistrano, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, Hardt worked at Bank of America and Merrill from 2019 to 2023 and has entrepreneurial experience with businesses including Tenley Hardt Design. In addition to advisory work, Hardt is a partner and wealth management advisor at Exclusive Insurance Brokerage. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and accesses various investment research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Megan S

Series 66

San Juan Capistrano, CA

LPL Financial

Megan Stirrat is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has previously worked at Merrill and Bank of America, N.A., with tenures spanning from 1999 to 2023. Megan is involved with an exclusive insurance brokerage in addition to her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, various advisory programs, and portfolio management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Minh Lan N

Series 66

San Juan Capistrano, CA

LPL Financial

Minh Lan Nguyen is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2023, Nguyen worked at Merrill and UnionBanc Investment Services. In addition to advisory work, Nguyen is involved in a non-investment business operating a nail salon in Laguna Hills, CA. 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 services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Barbara C

Series 66

San Juan Capistrano, CA

LPL Financial

Barbara Collette is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, D.A. Davidson & Co., and Merrill. 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, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
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