ADVISOR BIO

Roy Grimes is a financial advisor with over 20 years of experience in the industry. Roy Grimes is registered with LPL Financial LLC and has a series of licenses, including Series 7, Series 63, and Series 65. Roy Grimes provides financial planning and investment management services to individuals, families, and businesses. Roy Grimes has a strong track record of success and is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Roy Seto is a financial professional with Cetera Investment Advisers LLC based in Whittier, CA. Roy has been in the industry for over 2 years and holds a Series 7TO, Series 66, and SIE license. Roy specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Roy has previously worked for CETERA ADVISOR NETWORKS LLC and Clinomics.

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ADVISOR BIO

Roy Edward Bennett is a financial advisor with over 24 years of experience in the industry. Roy is currently registered with Western International Securities, Inc. and Smart Investments Advisory Inc.. Prior to that, Roy worked for WBB Securities, LLC, The Seidler Companies Incorporated, and Morgan Stanley DW Inc.. Roy's specializations include financial planning, pension consulting, and portfolio management for both individuals and businesses. Roy is also a registered investment advisor.

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ADVISOR BIO

Roy Payo is a registered investment advisor representative with Cetera Investment Advisers LLC. Roy has been in the financial services industry since November 24, 2008. Roy holds Series 6, 7TO, 63, and 66 securities licenses. Roy has experience with AIG Capital Services, Inc. and First Allied Securities, Inc. Cetera Investment Advisers LLC is a Registered Investment Adviser firm with offices in Schaumburg, Illinois.

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ADVISOR BIO

Roy Hamish Lochtenberg is a financial advisor with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Roy has been in the industry since 2018 and has a Series 7, SIE and Series 66 license. Roy has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Roy offers a range of services, including financial planning, portfolio management, and pension consulting. Roy has been registered with FINRA since 2018 and has also been active in the investment advisor field. Roy has worked for several leading financial institutions such as UBS Financial Services Inc., TCW Funds Distributors LLC, and J.P. Morgan Securities LLC in the past.

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ADVISOR BIO

Roy Robert Schilder is a financial advisor at Fidelity Personal and Workplace Advisors. Roy has been in the financial services industry since 2013. Roy holds the following licenses: Series 6, 7, 63, 66 and SIE.

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ADVISOR BIO

Roy Valdez is a financial advisor at Edward Jones. Roy has been in the industry since 2016 and holds a Series 7, Series 66, and SIE license. Roy has a CFP designation. Roy is registered in 24 states including Arizona, California, Colorado, Florida, Hawaii, Idaho, Iowa, Michigan, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, Texas, Washington, and Wisconsin. Roy has experience with financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Roy Martinez is a financial advisor with over 15 years of experience in the financial services industry. Roy is currently registered with City National Securities, Inc. and has been with the firm since May 2014. Prior to joining City National Securities, Inc., Roy was employed by UNIONBANC INVESTMENT SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Roy holds Series 7 and 66 licenses. He is also a board member of the Santa Barbara Public Library Foundation. Roy provides financial planning and portfolio management services to individuals, corporations, and institutions.

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ADVISOR BIO

Roy Arcadio Manriquez is a financial advisor with over 30 years of experience in the industry. Roy has worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kidder, Peabody & Co. Incorporated, Morgan Stanley and now LPL Financial LLC. Roy is registered with both the Securities and Exchange Commission (SEC) and the state of California and Texas. Roy holds the Series 63, Series 65, Series 7 and SIE licenses. Roy is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Roy C. Moon is a financial advisor with over 11 years of experience in the financial services industry. Roy is registered with The Wealth Consulting Group and LPL Financial. Roy provides financial advice and investment management services to a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. Roy is committed to providing personalized financial advice and helping clients achieve their financial goals. Roy has earned the Series 7, Series 66 and SIE securities licenses.

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