LPL Financial
Carlos Curiel is a seasoned finance professional with extensive experience in wealth management and investment advisory services. Currently serving as Vice President of Wealth Management at Sequoia Wealth Advisors since June 2019, Carlos Curiel leverages expertise gained during a 16-year tenure as an Investment Adviser Representative at Foresters Financial. Carlos Curiel holds a Bachelor of Science degree in Economic Management Science from the University of California, San Diego, obtained in 2002.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.