Valencia, CA Franklin Pkway Office

Lawrence Stevenson III is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Fidelity, TD Ameritrade, and Morgan Stanley. Stevenson is also associated with Logix Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Phillip Lau is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Since 2000, Lau has also been an Operations Specialist and Client Services professional at Logix Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and significant operational resources.

Ismael Martinez Navarro is a financial advisor with LPL Financial based in Valencia, CA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he is a co-owner of a food truck business, Ricky's Fish Tacos, in San Fernando, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolio programs, and supports advisors with technology and operational tools.

Leticia Meza Guerrero is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at LPL Financial since 2018 and concurrently at LOGIX Federal Credit Union since 2017. She has held prior roles at INVEST Financial Corp, Glendale Securities Inc, and Mundial Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing substantial discretionary assets.

Kathryn Lynch is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at Logix Federal Credit Union, Chase Bank, and Spirit Airlines. Outside of her advisory role, she is involved with Logix Financial Services, a business related to her LPL affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Karina Madrigal is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,900 advisors.