Advisors at this firm
Anthony P
Series 65
Encino, CA
LPM Advisors, LLC
Anthony Peyrot is a financial advisor with Lpm Advisors, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Dunn, Pariser & Peyrot since 2017 and at Freemark Financial, LLP from 2012 to 2017. In addition to his advisory work, he serves as Vice President at an accounting and business management firm where he is involved in accounting and tax preparation. Lpm Advisors, LLC is a state-registered, referral-focused advisory firm that serves individuals, trusts, retirement plans, charitable organizations, and business entities by recommending independent registered investment advisers. The firm does not manage portfolios directly but assesses client needs to refer to advisers whose investment philosophies align with those needs, operating primarily in a referral and due-diligence capacity.
Bruce L
Series 65
Encino, CA
LPM Advisors, LLC
Bruce Lagnese is a financial advisor at LPM Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at VOR Management, Inc. for 11 years prior to his current role. LPM Advisors, LLC is a referral-focused advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities by recommending independent registered investment advisers for portfolio management. The firm does not manage assets directly but conducts due diligence and monitoring of third-party advisers while maintaining a close affiliation with the accounting profession through its licensed CPA principals.