Sun Valley, CA 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

9116 Sunland Blvd Ste 102

Sun Valley CA 91352

Advisors at this office

2

Advisors at this office

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Carolyn C

Series 63, Series 65

Sun Valley, CA

LPL Financial

Carolyn Campbell is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory work, she is involved in tax preparation and accounting through her ownership of Sutherland Campbell Tax & Financial Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing research, model portfolios, and advanced technologies across discretionary and non-discretionary management strategies.

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

CFP®, Series 63, Series 66

Sun Valley, CA

LPL Financial

Michael Sutherland is a CFP®-designated financial advisor with 23 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 15 years with National Planning Corporation. Outside of his advisory role, he serves as trustee and power of attorney for the Sutherland Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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