Larry Newell

Role
Financial Advisor at LPL Financial
Location
Orange County, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Larry Newell

Financial Planner with over 25 years of experience working closely with high net worth…

Experience

  1. Financial Advisor

    LPL Financial

    Jan 2003 — Present

    Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section above.Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representative associated with this page may only discuss and transact business with residents of the following states: AZ, CA, FL, ID, NJ, NY, and OR.CA Insurance Lic #0E57675

Skills

  • Strategic Asset Allocation
  • Financial Analysis
  • Finance
  • Securities
  • Financial Risk Management
  • Portfolio Management
  • Financial Planning
  • Investments
  • Wealth
  • Asset Management
  • Estate Planning
  • Equities
  • Fixed Income
  • 401k
  • Personal Financial Planning
  • Investment Strategies
  • Insurance
  • Asset Allocation
  • Alternative Investments
  • Retirement Planning
  • Financial Services
  • Risk Management
  • High Net Worth Individuals
  • Fee Based

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