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Advisor Directory

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Jim Bullard
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-205-7728
Visit websitelaunchVisit The Dolphin Grouplaunch
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George Castrillon, CEPA®, CFP®, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone310-887-4454
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Shamya Ullah
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4442
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The Ciriello Group
phone310-887-4446
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Mauris Azizi
Senior Vice President - Financial Advisor
phone310-887-4457
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The Holistic Wealth Solutions Group
phone310-887-4441
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Sports Entertainment & Technology Group
phone310-887-4453
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Patrick Severo, AWM, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone310-205-7797
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The Tailored Portfolio Management Group
phone310-205-7784
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Brett H. Bartman
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone310-205-7794
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Jon L. Jacobson, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7711
Visit websitelaunchVisit The Sangerman Jacobson Grouplaunch
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Adam Kreutner, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone310-205-7717
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The Lynnvest Group
phone310-205-7758
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Mike Ladge
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4453
Visit websitelaunchVisit Sports Entertainment & Technology Grouplaunch
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Jeff Horn
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7784
Visit The Tailored Portfolio Management Grouplaunch
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Nicholas Ciriello, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone310-887-4446
Visit The Ciriello Grouplaunch
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The Dolphin Group
phone310-205-7749
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Brian Dent
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone310-205-7724
Visit The Holistic Wealth Solutions Grouplaunch
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Junia Pan Li
Senior Vice President - Financial Advisor
phone310-887-4450
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Scott Sangerman
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone310-205-7735
Visit websitelaunchVisit The Sangerman Jacobson Grouplaunch
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David Haehnel
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-205-7726
Visit The Tailored Portfolio Management Grouplaunch
The Sangerman Jacobson Group
phone310-205-7735
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Bradley Finnigan
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone310-887-4441
Visit The Holistic Wealth Solutions Grouplaunch
Alan Sawaya
Senior Vice President - Financial Advisor
phone310-205-7708
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Bill W Brown
Senior Vice President - Financial Advisor
Portfolio Director Group
phone310-205-7748
Visit The Dolphin Grouplaunch
SB Wealth Strategies
phone310-205-7797
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Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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