Home
About
Services
Insights
Webinars
- Upcoming Webinars
- Webinar Replays
News
- Latest News
- Blog Posts
Appointments

Download your Wealth Management Checklist

Download your Wealth Management Checklist here.

Contact

Office: (510) 903-7700

Fax: (510) 903-7699

1255 Treat Boulevard

Suite 100

Walnut Creek, CA 94597

Broadway@lplfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Justin Hurd, David Earl Spencer, George Alessandria, Brandy Ebron, and Sylvia Jorgensen are Registered Representatives with and Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

CA Insurance License Information:
Justin Hurd | Domicile: GA | 100 Bull St, Suite 200, Office 205, Savannah, GA 31401 | CA Insurance #0B62090
David Earl Spencer | Domicile: CA | 1255 Treat Boulevard, Suite 100, Walnut Creek, CA 94597 | CA Insurance #0G14598
George Alessandria | Domicile: CA | 1255 Treat Boulevard, Suite 100, Walnut Creek, CA 94597 | CA Insurance #0E39281
Sylvia Jorgensen | Domicile: CA | 1255 Treat Boulevard, Suite 100, Walnut Creek, CA 94597 | CA Insurance #0F52262
Brandy Ebron | Domicile: CA | 1255 Treat Boulevard, Suite 100, Walnut Creek, CA 94597 | CA Insurance #4023874

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.