Valencia, CA 27200 Tourney Rd 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

27200 Tourney Rd, Suite 310

Valencia CA 91355

Advisors at this office

2

Advisors at this office

user avatar

Kyu K

Series 66

Valencia, CA

LPL Financial

Kyu Kim is a financial advisor with LPL Financial in Valencia, CA, holding a Series 66 designation and over four years of industry experience. He has been associated with LPL Financial since 2003 and is also involved with Envision Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar

David W

CFP®, Series 63, Series 65

Valencia, CA

LPL Financial

David Weible is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial in Valencia, CA. He has been associated with LPL Financial since 1998 and has operated Envision Wealth Management, Inc. since 2002. His background includes work in non-variable insurance and roles related to medical and long-term care insurance placement. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by extensive research and various portfolio management services.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")