Quick Message

Address
3120 E. Santa Fe Road, Brea, CA 92821
Email
steve.li@lpl.com
Website
stevelilpl.com
Phone
805-807-2884

Our Services

No single investment strategy or financial plan works for everyone. Our goal is to deliver highly individualized service that effectively addresses the complexity of your financial situation. LPL Financial will analyze where you are financially, where you want to go, and what matters to you the most. We can then tap our knowledge and resources to develop a strategic plan for your vision of the years ahead. Our level of service ensures that your questions are answered and that you have a thorough understanding of our recommendations. Contact us today to discover the value of our experience, unbiased advice and personal service.

FINRA CRD# 2673858

 

 

LPL Financial, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  CA, MA, NY.

LPL Financial Form CRS

 

Website Design For Financial Services Professionals | Copyright 2025 AdvisorWebsites.com. All rights reserved
n/a