Serving Southern California for over twenty years
In 2004, The Milazzo Group was founded by Nick A. Milazzo in Riverside, California. While serving Riverside, San Bernardino and San Diego counties, the practice continued to grow, bringing in additional LPL Financial advisors and administrative assistants. In 2018, the practice expanded to Brea, California to additionally serve clients in Orange and Los Angeles counties.
Nick A. Milazzo, CFP®, MBA, CMFC®
LPL Financial Advisor
951-588-6383
Experience: Joined Waddell & Reed in 2004 and then transitioned to LPL Financial in 2021 Held executive level management positions in the health care industry from 1991-2004 Management Systems Analyst with a Fortune 30 aerospace...
Eric Barrett, MBA, AWMA®, CPFA
LPL Financial Advisor
951-588-6383
Experience: Joined Waddell & Reed in 2014 and then transitioned to LPL Financial in 2021 Taught Statistics Labs as a Graduate Assistant at CSUSB 2012-13 Education/Licenses/Awards: Master in Business Administration, Finance, 2014,...
Judd Tongprajiad, MBA, CPFA
LPL Financial Advisor
714-646-4138
Experience: Joined Waddell & Reed in 2014 and then transitioned to LPL Financial in 2021 Financial Representative for a large insurance company from 2011-2014 Held various roles within banking industry from 2004-2010 Held various roles...
Natalie McPhillips
Sr. Administrative Assistant
951-588-6383
natalie.mcphillips@lplfinancial.com
Office Hours:Monday - Thursday from 8:30 A.M. – 5:00 P.M. I manage the calendar and appointment schedules, so please feel free to contact me should you have any questions or need to meet with Nick. Natalie is not employed by LPL...