History

Todd Clark and James Frawley, owners of Westside Investment Management began working together in 1997.  In 2001 they formed a formal partnership at American Express and created one of the largest individual franchises in Southern California. In early 2004 they transferred their practice to LPL Financial, the nation’s leading independent brokerage firm.* LPL Financial is a member of the Securities Investor Protection Corporation (SIPC). Unlike most major Wall Street firms, LPL Financial does not offer their own investment products so they are unbiased in their research and outlook.

It was on this platform that Westside Investment Management was created and now works with over 150 clients and manages over 250 million dollars through LPL Financial. Many of these clients have worked with one of the partners since 1992. Because of Westside Investment Management’s successful track record and strong commitment to their clientèle, we are growing our business by over 25% per year on strictly a referral basis.

* As reported in Financial Planning magazine 1996-2009, based on total revenues.

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