ADVISOR BIO

Lance Wexler is a financial advisor with Beacon Pointe Advisors, LLC. Lance has been in the industry for over 30 years, and has experience working with a range of clients, including individuals, families, businesses, and institutions. Lance has also worked with other firms, including Waddell & Reed, Inc., The Lincoln National Life Insurance Company, and Lincoln Financial Advisors Corporation. Lance holds both Series 6 and 7 licenses. Lance is registered to provide investment advisory services in California and Texas.

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ADVISOR BIO

Landon Wriedt is an investment advisor representative at Charles Schwab Investment Management, Inc., headquartered in San Francisco, CA. Landon has been in the industry since 2018 and is registered with the state of Massachusetts. Landon is a Series 66 and Series 7TO licensed professional. Landon's previous employer was Charles Schwab & Co., Inc., in Boston, MA. Landon has experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Lang Huang is a financial advisor registered with Morgan Stanley. Lang has been working in the financial industry since December 18, 2017, and holds the Series 66, Series 7, and SIE licenses. Lang is registered to provide investment advice in 53 states and the District of Columbia, and is also registered to provide investment advice in Texas as a resident of the state.

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ADVISOR BIO

Lani Kapur Rains is a financial advisor with Aspiriant, LLC. Lani has been in the industry since September 2007 and is registered with the state of California. Lani specializes in financial planning, portfolio management, and retirement planning. Lani is a Certified Financial Planner and has a strong track record of helping individuals and families achieve their financial goals.

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ADVISOR BIO

Larry Rex Lee is a financial advisor with over 40 years of experience in the industry. Larry is registered with Valmark Advisers, Inc. and FDP Wealth Management, LLC. Larry has been with Valmark Advisers, Inc. since 2010 and is based in the Irvine, CA office. Larry provides financial advice to a range of clients, including individuals, high-net-worth individuals, businesses, trusts, pension and profit-sharing plans and charitable organizations. Larry also has experience in group insurance, employee benefit plans, and insurance.

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ADVISOR BIO

Larry Greg Fullmer is a financial advisor with over 30 years of experience in the financial services industry. Larry has held registrations with multiple firms, including Goldman, Sachs & Co. and UBS Financial Services, Inc. before joining Morgan Stanley in 2015. Larry has a strong track record of providing investment advice to individuals, corporations, and institutions. Larry holds the Series 3, 7, 7TO, and 63 securities licenses as well as the Series 65 investment advisor license. Larry is a registered representative of Morgan Stanley and provides financial planning and portfolio management services.

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ADVISOR BIO

Larry Johnnie Pugliese is a financial advisor with over 40 years of experience in the industry. Larry currently works with Morgan Stanley. Larry has worked with clients in the San Diego area for several years. Prior to Morgan Stanley Larry worked for WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Larry holds both Broker-Dealer and Investment Advisor registrations. Larry is registered to provide financial advice to individuals, corporations, investment companies, and insurance companies. Larry is also registered in several states, including Alabama, Arizona, California, Colorado, Delaware, Florida, Oregon, Texas, Virginia, and Washington.

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ADVISOR BIO

Larry Joel Shaw is a financial advisor with over 30 years of experience in the industry. Larry is currently registered with Morgan Stanley and holds a Series 7, Series 31, Series 63 and Series 65 license. Larry is a specialist in investment advisory services, asset allocation, and financial planning. Larry has been registered with UBS Financial Services Inc. and Dean Witter Reynolds Inc. previously. Larry has been involved in various financial roles, including working with Morgan Stanley Private Bank, National Association since 2015. Larry has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Lars Fredrik Strame is an Investment Advisor Representative at Fisher Investments, with over 20 years of experience in the financial industry. Lars has been with Fisher Investments since 2005, and prior to that, held positions at Wells Fargo Investments, Wells Fargo Securities, Equico Securities, and The Equitable Life Assurance Society of the United States. Lars is a Series 63, Series 65, Series 7, and Series 6 licensed professional with a focus on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Lars Monroe is a financial advisor with over 30 years of experience in the industry. Lars is currently registered with Morgan Stanley and holds a Series 7, Series 31, Series 63, and Series 65 license. Lars specializes in providing investment advice to individuals, corporations, and other institutional clients. Lars has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS