Torrance, CA 21250 Hawthorne Blvd. Office

James Wong is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, where he worked for a combined 10 years. Wong also had a seven-year tenure at Los Angeles China Town Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Christopher Olson is a financial advisor with LPL Financial based in Torrance, CA. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at VectorUSA, Relocity, Inc., Data Analysis Inc., and Kforce Inc. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and a range of management approaches supported by internal and third-party research.

David Miller is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Devon Uy is a financial advisor at LPL Financial with a Series 66 license and three years of industry experience. He is also involved with Dragonfly Thai, a business unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by research, model portfolios, and technology-driven solutions.

Linda Klugman is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 licenses and 31 years of industry experience. Her prior roles include positions at Waddell & Reed, various insurance carriers, and multiple community organizations. She serves as treasurer for Temple Emet and auditor for the Redondo Beach PTSA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

James O'Grady is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2010. O'Grady also operates under a DBA, Braemar Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Roderick Uy is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in selling life, health, disability, and long-term care insurance through LifePoint Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and various technology-driven solutions.