EDWARD JONES

LPL Financial, nestled in Newport Beach, CA, serves as a distinguished independent broker-dealer, delivering a wide range of investment options, advisory support, and holistic wealth management strategies. The company forms strategic alliances with financial advisors, institutions, and registered investment advisors (RIAs), equipping them with the essential tools and technological infrastructure for tailored financial counseling. By offering assistance in regulatory compliance, operational management, and cutting-edge tech solutions, LPL Financial stands committed to empowering advisors in fostering meaningful client relationships. At the core of their mission lies a dedication to optimizing the efficiency, precision, and autonomy of financial advisors navigating the intricate realm of financial services. Generated using this brand's available information

Ronald Castleton - Raymond James is a financial services firm based in Newport Beach, CA, specializing in investment management and wealth planning. With a focus on personalized financial strategies, the firm aims to help clients achieve their long-term financial goals through a comprehensive approach to wealth management. Generated from their business information