Broker Check

Team

Jeffrey G Carlos, CIMA®, AAMS®

Registered Principal

619-825-6373

jeffrey.carlos@lpl.com

Jeff’s more than decade of experience and passion for working through the complex wealth planning issues that business owners, executives and retirees face make....

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Tina O'Neill

Client Service

619-825-6373

tina.oneill@lpl.com

Tina’s 20+ years in office administration, bookkeeping and client service help make her the go-to team member for all administrative activities. She enjoys...

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