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Sun Wealth Advisor of LPL FinancialFinancial advisor in Campbell, CA

Sun Wealth Advisor of LPL Financial is a financial advisor at 2105 S Bascom Ave #376, Campbell, CA 95008, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Campbell, CA0 paid placements in any rankingHow we rank

Call (408) 963-2887Website ↗

Key facts

Key facts about Sun Wealth Advisor of LPL Financial
Address2105 S Bascom Ave #376, Campbell, CA 95008Get directions
Phone(408) 963-2887
Websitesunwealthadvisor.com
HoursMonday and Tuesday: 9 AM – 5 PM; Wednesday and Thursday: 9 AM – 6 PM; Friday: 9 AM – 5 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Campbell and 11 towns within 25 miles: Communications Hill, San Jose, Los Gatos, Santa Clara, Saratoga, Cupertino, Alum Rock, Sunnyvale, Milpitas, Mountain View and Los Altos.

Based in Campbell, CAView on map

Opening hours

Opening hours for Sun Wealth Advisor of LPL Financial
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Sun Wealth Advisor of LPL Financial

What are Sun Wealth Advisor of LPL Financial’s hours?

Sun Wealth Advisor of LPL Financial is open Monday to Friday. Its listed hours are Monday and Tuesday, 9 AM – 5 PM; Wednesday and Thursday, 9 AM – 6 PM; Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Sun Wealth Advisor of LPL Financial serve?

Serves Campbell and 11 towns within 25 miles: Communications Hill, San Jose, Los Gatos, Santa Clara, Saratoga, Cupertino, Alum Rock, Sunnyvale, Milpitas, Mountain View and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Sun Wealth Advisor of LPL Financial?

Sun Wealth Advisor of LPL Financial has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Sun Wealth Advisor of LPL Financial?

Call Sun Wealth Advisor of LPL Financial on (408) 963-2887. The business is at 2105 S Bascom Ave #376, Campbell, CA 95008. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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