ADVISOR BIO

Hope Morgan is a financial advisor at LPL Financial LLC, a firm with over $50 billion in assets under management. Hope is registered with FINRA and has been in the industry since November 13, 2023.

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ADVISOR BIO

Horace Lam is a registered investment advisor representative with Cetera Investment Advisers LLC. Horace has been in the financial services industry since April 18, 2004. Horace is also a Registered Representative for Cetera Investment Services LLC.

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ADVISOR BIO

Horaci Villar is a financial advisor who has been in the industry since July 22, 2014. Horaci is currently registered with Wells Fargo Clearing Services, LLC in California and has been with the firm since December 2021. Horaci has a previous history with Wells Fargo Clearing Services, LLC dating back to 2016. Prior to working with Wells Fargo, Horaci worked with Banc of America Investment Services, Inc. from 2005 to 2009. Horaci has passed several industry exams including the Series 6, 63, 7, and 66 exams. Horaci has a total of 11 approved registrations and works with various client types including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Horacio Angel Choi is a financial advisor with Wells Fargo Clearing Services, LLC. Horacio has been in the financial services industry for over 20 years. Horacio is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Prior to joining Wells Fargo Clearing Services, LLC, Horacio was with Wells Fargo Investments, LLC and Wells Fargo Securities Inc.

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ADVISOR BIO

Hormoz Aslani is a financial advisor registered with Cuso Financial Services, LP with over 20 years of experience in the financial services industry. Hormoz has been registered with FINRA since 2000 and has a variety of certifications including the Series 66, Series 7 and the SIE exam. Hormoz has held positions with firms such as UBS PaineWebber Inc., Edward Jones, and Wells Fargo Clearing Services, LLC. Hormoz has a broad range of experience and expertise in areas such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Currently, Hormoz is registered in 13 states across the US. Hormoz Aslani is committed to providing quality financial advice and guidance to clients.

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ADVISOR BIO

Hormoz Saleh is an investment advisor representative registered with RBC Capital Markets, LLC. Hormoz has been in the industry since 1980 and has previously been registered with Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., CIBC World Markets Corp. and Kidder, Peabody & Co. Incorporated. Hormoz is licensed in 34 states and has passed the Series 3, 7, 63, 65 and SIE exams. Hormoz specializes in public and private employee benefit plans, endowment funds, foundations, family trusts and various capital/operating funds. Hormoz also provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Ho sung Byun is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ho sung Byun has been in the securities industry since June 2009. Ho sung Byun has passed the Series 7, Series 63 and Series 66 exams. Ho sung Byun is registered with the state of California. Ho sung Byun is also registered with the state of Texas as an investment advisor representative. Ho sung Byun is a member of the Advisory Board of Korean American Family Services, Inc.

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ADVISOR BIO

Houston Taylor is a financial advisor at Edward Jones. Houston has been in the financial services industry since 1998. Houston holds Series 63, Series 65, Series 7, and SIE licenses and is registered in 29 states to offer investment advice and securities. Houston is also registered to offer investment advice in Texas. Houston specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Houston is also a varsity girls' basketball coach at Sutter High School in Sutter, CA.

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ADVISOR BIO

Hovhannes Tokatlian is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the financial services industry since March 7, 2019. Hovhannes has a Series 66 license and has been registered in 36 states, including California, Texas, Arizona, and Florida, offering both brokerage and investment advisory services. Before joining Wells Fargo, Hovhannes worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, from March 2019 to November 2019.

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ADVISOR BIO

Hovhannes Markosyan is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pasadena, California. Hovhannes has a wide range of experience in the financial industry, having previously worked at Equitable Advisors, LLC, J.P. Morgan Securities LLC, and Eco-One Inc. Hovhannes holds Series 7TO, SIE and Series 66 licenses. Hovhannes also provides investment advisory services through his affiliation with Merrill Lynch.

SPECIALIZATIONS