San Diego Fiduciary Financial Advisor: Wealth Distribution l Mohr
top of page

ACCOUNT ACCESS

LPL Financial Account View

This mobile-friendly web portal is available 24-7. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics. 

Check the background of your financial professional on FINRA's BrokerCheck.

​

​

The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through the Mohr Financial Group, a registered investment advisor.  Mohr Financial Group and Integrated Financial Partners are separate entities from LPL Financial. 

​

LPL Financial, Mohr Financial Group and Integrated Financial Partners do not provide tax services. 

​

For more information visit www.FINRA.org or www.SIPC.org.

 

We are licensed to transact business in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

​

Jim Mohr: California Insurance License #O678949
Michael Mohr: California Insurance License #OJ20351
Tim Riis: California Insurance License #OB23241
Michael Muniz: California Insurance License #OK34719
Jeff Mortenson: California Insurance License #O818655

​

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

Contact

​

Mohr Financial Group

​

Office: 858.298.2312

Fax: 858.794.9770

​

12555 High Bluff Drive, Suite 205

San Diego, CA 92130

​

​

info@mohrgroup.com

  • Grey Facebook Icon
  • Grey LinkedIn Icon
  • Grey Twitter Icon
bottom of page