Non-Qualified Deferred Compensation
Santa Ana, CA – June 20, 2017 Changing jobs is an important decision — one that many of us are […]
Having a firm grasp of your firm’s demographics can help you (and your financial professional) devise an appropriate plan design […]
Orange County, CA, LPL Financial, 401k, June 6, 2012 – The Department of Labor’s (DOL) regulations requiring disclosures of fees […]
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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519
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