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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-15
  • CA RA
    APPROVED
    Since 2025-09-15

Branch Locations

6135 Van Buren Blvd, Riverside, CA 92503 • United States

24325 Crenshaw Blvd, Torrance, CA 90505 • United States

8686 Haven Ave, Rancho Cucamonga, CA 91730 • United States

5531 E Stearns St, Long Beach, CA 90815 • United States

5275 Holt Blvd, Montclair, CA 91763 • United States

6170 Hamner Ave, Eastvale, CA 91752-3121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors San Diego CA 02/2023 03/2025
Wells Fargo Moreno Valley CA 12/2014 02/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2025 04/2025
Northwestern Mutual Investment Services Llc La Jolla CA 03/2025 04/2025
Lpl Financial Llc Riverside CA 09/2025 Present
Arrowhead Credit Union Riverside CA 09/2025 Present
Unemployed Moreno Valley CA 04/2025 09/2025
  • 02/2023 → 03/2025
    Wells Fargo Advisors
    San Diego, CA
  • 12/2014 → 02/2023
    Wells Fargo
    Moreno Valley, CA
  • 03/2025 → 04/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2025 → 04/2025
    La Jolla, CA
  • 09/2025 → Present
    Riverside, CA
  • 09/2025 → Present
    Arrowhead Credit Union
    Riverside, CA
  • 04/2025 → 09/2025
    Unemployed
    Moreno Valley, CA
Previous Registrations
Other Businesses

1: 09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Arrowhead Credit Union/Member Investment Program - Inv Related - At reported business location(s) 2: 03/16/2026 - Direct Sales/ MLM - Not Investment Related - Moreno Valley, CA - Start Date 02/25/2026 - 16 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-22
  • S66 Uniform Combined State Law Examination
    2020-12-22
Other Names
  • Angel J Cambron
  • Angel Julian Cambron
  • Angel Cambron

View on SEC IAPD

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