Gerald Chi-Chang Mar

LPl Financial LLC

Claim This Profile

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-31

CA RA
APPROVED

Since 2026-08-31

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

San Diego, CA • 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

Organization	City	State	From	To
Lpl Financial Llc	San Diego	CA	12/2018	Present
The Mandarin	Oceanside	CA	01/2015	12/2018

12/2018 → Present

Lpl Financial Llc

San Diego, CA
01/2015 → 12/2018

The Mandarin

Oceanside, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-31

S66 Uniform Combined State Law Examination

2026-08-31

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RBC CAPITAL MARKETS, LLC

CETERA INVESTMENT MANAGEMENT LLC

ONE CAPITAL MANAGEMENT, LLC

TRIVANT CUSTOM PORTFOLIO GROUP LLC

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

RICE HALL JAMES & ASSOCIATES LLC

Other Investors

Summer Rae Pretzer

Jeffrey Raymond Dockan

James Grandinetti

ASHLEY LYNN TESTER

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA

CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor