Temecula, CA Rancho Pueblo Rd 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 22,716 advisors across 10,432 offices
Location
31493 Rancho Pueblo Rd,#205
Temecula CA 92592
Advisors at this office
3
Advisors at this office
Mark A
CFP®, Series 63
Temecula, CA
LPL Financial
Mark Anselmo is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with LPL Financial and previously worked with Cambridge Investment Research, Inc. for over 20 years. He also owns a non-investment business entity, Anselmo Financial Group. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.
Sara J
Temecula, CA
LPL Financial
Sara Jaurequi is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, she was involved with Parley for the Oceans for seven years and has been associated with SNJ Media for ten years. 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 through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced portfolio management technologies.
Adam S
Series 66
Temecula, CA
LPL Financial
Adam Skumawitz is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has prior experience at Cambridge Investment Research Advisors and Thrivent Financial. Outside of finance, he is a business owner of Football Proper Inc. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary portfolio management options.
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