Santa Maria, CA E Betteravia Road 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
3
Of 22,678 advisors across 10,420 offices
Location
1075 E Betteravia Road
Santa Maria CA 93454
Advisors at this office
3
Advisors at this office
Juan F
Series 66
Santa Maria, CA
LPL Financial
Juan Forcado is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His career includes roles at CoastHills and Target Corp., as well as managing Aladdin Bail Bonds. He is also commissioned as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory programs and financial planning services supported by research and model portfolios.
Bruce A
CFP®, Series 63, Series 65
Santa Maria, CA
LPL Financial
Bruce Altheide is a CFP®-designated financial advisor with LPL Financial, based in Santa Maria, CA, and has 38 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 1998. Outside of his advisory work, he is involved in tax preparation and accounting for Coasthills Credit Union and performs financial institution duties at the same credit union. 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, retirement consulting, and brokerage services with discretionary and non-discretionary management options.
Seth O
Series 66
Santa Maria, CA
LPL Financial
Seth Ollice is a financial advisor with LPL Financial in Santa Maria, CA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at Coast Hills Credit Union and has held roles at Western Colorado University and other organizations. He is also involved in tax preparation and accounting services through CoastHills Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.
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