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Mary Jo Simmons Chorbagian

LPl Financial LLC

Villa Park, CA

CRD 1053610

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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 2020-12-10
  • CA RA
    APPROVED
    Since 2020-12-10

Branch Locations

17859 Santiago Blvd Suite B, Villa Park, CA 92861 • 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
Self Employed Anaheim CA 01/1976 Present
National Planning Corporation El Segundo CA 07/2016 11/2017
Lpl Financial Llc Villa Park CA 11/2017 07/2026
Independent Financial Group, Llc Villa Park CA 07/2026 Present
Previous Registrations
  • 2026-07-02 → 2026-07-08
    Independent Financial Group, Llc
    Villa Park, CA
    San Clemente, CA
  • 2007-08-03 → 2016-07-26
    Cetera Wealth Services, Llc
    Orange, CA
    Orange, CA
    Villa Park, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-27
  • S63 Uniform Securities Agent State Law Examination
    2005-10-27
Designations
  • Certified Financial Planner
Other Names
  • Mary Jo Simmons

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

Nicole Sahar Slapak
Nicole Marie Campos
William Richard Nolan

Nearby Offices

J.P. MORGAN SECURITIES LLC · Villa Park, CA
U.S. BANCORP ADVISORS, LLC · Villa Park, CA
WELLS FARGO CLEARING SERVICES, LLC · VILLA PARK, CA

More in Villa Park, CA

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