D.A. Davidson & Co.
39yrs
Top advisor by experience in Redondo Beach
31yrs
John Obrien has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Redondo Beach, California. After two years at Otto Capital Management and two years at Raymond James Financial Services, John joined LPL Financial in 2020, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 73 advisors with offices in Redondo Beach, and one of 67 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in Redondo Beach
OfficeRedondo Beach, CA
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowLPL Financial LLCCurrent firm
- 2018 – 2020Otto Capital ManagementPreviously
- 2002 – 2005Raymond James Financial Services, Inc.Previously
Contact John
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for John. Redondo Beach, CAOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call LPL Financial at (704) 733-3300 and ask for John Obrien. John works from the Redondo Beach, CA office.
How long has John been a financial advisor?
John has been in the industry since 1995, about 31 years. Top 12% by experience in Redondo Beach.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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