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John Tan Email & Phone Number

Wealth Management Advisor at LPL Financial at LPL Financial

Location: Whittier, California, United States 1 work role 1 school

1 work email found @lpl.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

LPL Financial

Role

Wealth Management Advisor at LPL Financial

Location

Whittier, California, United States

Company size

7900 employees

Who is John Tan? Overview

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Quick answer

John Tan is listed as Wealth Management Advisor at LPL Financial at LPL Financial, a company with 7900 employees, based in Whittier, California, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for John Tan.

John Tan previously worked as Wealth Manager at Lpl Financial. John Tan studied at California State University-Los Angeles.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating John Tan's masked contact details.

{first}.{last}@lpl.com

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AeroLeads found 1 current-domain work email signal for John Tan. Compare company email patterns before reaching out.

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Profile bio

About John Tan

As an Independent LPL Financial Advisor and Wealth Manager, I work with a thorough process with my clients in understanding what their needs and goals are. While working closely with them, I’m able to help them identify and pursue what is important. Developing an appropriate strategy that is comfortable to them, it builds confidence in their financial outlook but not just only for themselves but the larger picture that involves their family and business. I am able to free up their time, and allow them to focus on what is really important...spending time with family and other things they enjoy.Disclosures:John Tan is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: CA, HI, TX, ID & NV

Listed skills include Wealth Management, Retirement Planning, Securities, Fixed Annuities, and 4 others.

Current workplace

John Tan's current company

Company context helps verify the profile and gives searchers a useful next step.

Lpl Financial

Wealth Management Advisor at LPL Financial

san diego, california, united states

Website

lpl.com

Employees

7900

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Company profile

View company profile Email format

1 role

John Tan work experience

A career timeline built from the work history available for this profile.

Wealth Manager

Lpl Financial

Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

TG

Tara Gilchrist Colleague at Lpl Financial San Diego, California, United States, United States View → BS

Bob Sanfilippo Colleague at Lpl Financial Fountain Valley, California, United States, United States View → SM

Stephen Magana Colleague at Lpl Financial Streamwood, Illinois, United States, United States View → BB

Brad Baker Colleague at Lpl Financial Bristol, Tennessee, United States, United States View → DT

Dan Truax-Weston Colleague at Lpl Financial Escondido, California, United States, United States View → BA

Brian Allen Colleague at Lpl Financial Rock Hill, South Carolina, United States, United States View → VM

V. Michael Romanov, Crps® Colleague at Lpl Financial Washington DC-Baltimore Area, United States View → DO

Dave Oakley Colleague at Lpl Financial Carlsbad, New Mexico, United States, United States View → LJ

Lauren Jones Colleague at Lpl Financial Salem, Massachusetts, United States, United States View → LV

Laura Veeneman Bare, Cfp®, Cdfa™ Colleague at Lpl Financial Lisle, Illinois, United States, United States View →

1 education record

John Tan education

California State University-Los Angeles

FAQ

Frequently asked questions about John Tan

Quick answers generated from the profile data available on this page.

What company does John Tan work for?

John Tan works for LPL Financial.

What is John Tan's role at LPL Financial?

John Tan is listed as Wealth Management Advisor at LPL Financial at LPL Financial.

What is John Tan's email address?

AeroLeads has found 1 work email signal at @lpl.com for John Tan at LPL Financial.

Where is John Tan based?

John Tan is based in Whittier, California, United States while working with LPL Financial.

What companies has John Tan worked for?

John Tan has worked for Lpl Financial.

Who are John Tan's colleagues at LPL Financial?

John Tan's colleagues at LPL Financial include Tara Gilchrist, Bob Sanfilippo, Stephen Magana, Brad Baker, and Dan Truax-Weston.

How can I contact John Tan?

You can use AeroLeads to view verified contact signals for John Tan at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did John Tan attend?

John Tan studied at California State University-Los Angeles.

What skills is John Tan known for?

John Tan is listed with skills including Wealth Management, Retirement Planning, Securities, Fixed Annuities, Insurance, Employee Benefits, Sales, and Customer Service.

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