Equitable Advisors SoCal

Equitable Advisors SoCal Welcome to Equitable Advisors, LLC of Southern California, an established financial services leader h Equal Opportunity Employer – M/F/D/V.

NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation

of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Equitable Advisors and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Join us in welcoming Moses Lin to Equitable Advisors of Southern California. Welcome to the team Moses!
07/07/2026

Join us in welcoming Moses Lin to Equitable Advisors of Southern California. Welcome to the team Moses!

From our family to yours, wishing you a wonderful Independence Day!      Pulled directly from EAMS
07/04/2026

From our family to yours, wishing you a wonderful Independence Day!



Pulled directly from EAMS

Orange County advisors, John Powell and Siddhartha Lodhia, presented a $20,000 check to an Equitable Excellence winner f...
07/01/2026

Orange County advisors, John Powell and Siddhartha Lodhia, presented a $20,000 check to an Equitable Excellence winner from the Walnut Valley Unified School District.

Equitable Advisors of Southern California is thrilled to announce that Darion Allen has joined our Los Angeles office!Ac...
06/25/2026

Equitable Advisors of Southern California is thrilled to announce that Darion Allen has joined our Los Angeles office!
Across disciplines, Darion Allen finds comfort in community & success in excellence. Born and raised in Watts, California, Darion holds a deep appreciation for cultural diversity, allowing him to build affinity in places both near and far. A POSSE Scholar, he attended the University of Wisconsin–Madison, earning two B.S. degrees in Personal Finance and Film-making.
Darion reflects on his upbringing—where financial literacy and financial freedom were often out of reach. Now, as a financial advisor, he strives to be part of the change: educating his community in South Los Angeles and serving as a bridge towards financial freedom.
Welcome to the team, Darion!

Financial professionals and their families gathered in Denver, Colorado this past month for the 2026 Advisory and Nation...
06/23/2026

Financial professionals and their families gathered in Denver, Colorado this past month for the 2026 Advisory and National Leaders Forum. The multi-day conference provided insightful sessions and networking opportunities with industry leaders, as well as a celebratory dinner to honor the top performers of last year.
Our Senior Vice President, Brian Bickford, received the Hall of Fame award for his exemplary leadership skills and exceptional performance over the past year.

Equitable Advisors of Southern California is proud to announce that Hugh Nguyen has joined our Irvine office!Hugh’s path...
06/22/2026

Equitable Advisors of Southern California is proud to announce that Hugh Nguyen has joined our Irvine office!
Hugh’s path to becoming a financial advisor was shaped by years of helping clients make important financial decisions. He began his career in insurance, where he learned the importance of protecting individuals and families from potential unexpected risks. He then transitioned into mortgage lending, guiding clients through one of the most significant financial commitments of their lives: homeownership.
These experiences provided a strong foundation in risk management, debt planning, and wealth-building strategies. As his passion for helping people achieve towards (or on the path to) long-term financial success grew, he moved into private wealth management.
Today, Hugh leverages his diverse financial background to provide personalized guidance, helping clients create strategies towards building, preserving, and transferring wealth with confidence.
Welcome to the team, Hugh!

Happy Father's Day to the dads, and father figures, who make a difference every day in every way!   Pulled directly from...
06/21/2026

Happy Father's Day to the dads, and father figures, who make a difference every day in every way!

Pulled directly from EAMS

As part of our Business Strategies Group’s continued support of local small businesses, advisors from our Southern Calif...
06/04/2026

As part of our Business Strategies Group’s continued support of local small businesses, advisors from our Southern California team recently had the opportunity to attend the California Dental Association’s annual Art and Science of Dentistry convention in Anaheim. They connected with members of both established and burgeoning practices to share how Equitable Advisors empower small businesses with the tools, guidance, and strategies they need to succeed.

Orange County-based advisor, Natalie Rosenthal, recently held a build-your-own bouquet event for local teachers and facu...
06/02/2026

Orange County-based advisor, Natalie Rosenthal, recently held a build-your-own bouquet event for local teachers and faculty members in honor of Teacher Appreciation Week!

Equitable Advisors of Southern California is pleased to announce that Trevor Salisbury has joined our Irvine office!Trev...
05/29/2026

Equitable Advisors of Southern California is pleased to announce that Trevor Salisbury has joined our Irvine office!
Trevor has had a passion for finance from a young age, driven by a curiosity for financial markets and how smart financial decisions can shape futures and create opportunities. He earned his bachelor’s degree in finance from San Diego State University, where he built a strong foundation in financial principles and real-world application.
Now stepping into his professional career, Trevor is committed to helping individuals and families achieve their financial goals with confidence. He takes pride in providing thoughtful guidance, building lasting relationships, and empowering others to make informed financial decisions that support long-term success.
Welcome to the team, Trevor!

Address

4370 La Jolla Village Drive, Ste. 400
San Diego, CA
92122

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5:15pm

Telephone

+16195578233

Alerts

Be the first to know and let us send you an email when Equitable Advisors SoCal posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Equitable Advisors SoCal:

Share