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Pension Consulting Services Advisors in Valley Village, California
2 Results
Unclaimed

Pgim Investments LLC

location

Valley Village, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Adam Magsig is a financial advisor registered with Pgim Investments LLC. Adam has been in the financial services industry since 2001. Adam specializes in providing investment advisory services to sponsors of wrap account platforms. Adam is registered in 23 states and has a Series 7, Series 63, Series 65, and Series 24 license.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Investment Companies
Unclaimed

LPL Financial LLC

location

VALLEY VILLAGE, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

John Alan Richards is an active investment advisor representative with LPL Financial LLC. John has been working in the financial services industry since 1983. John has worked with several firms, including Christopher Weil & Company, Inc, and Baraban Securities, Inc. John is also a registered investment advisor and has been registered with the state of California since 1997. John also holds multiple securities licenses including Series 7, Series 63, Series 24, and Series 65. John has experience working with individuals, corporations, businesses, and charitable organizations, and has experience in providing financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES