Experience

Makes all the difference

Brian J. Lineberger

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MI
  • MN
  • NE
  • NV
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Email Me

jake.orr@ubs.com
Brian J. Lineberger
3030 Old Ranch Parkway,Seal Beach,CA,90740

John W. Orr, CRPC

Executive Director

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Email Me

john.orr@ubs.com
John W. Orr, CRPC
3030 Old Ranch Parkway,Seal Beach,CA,90740

Kevin T. Phillipp

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Email Me

kevin.phillipp@ubs.com
Kevin T. Phillipp
3030 Old Ranch Parkway,Seal Beach,CA,90740

Austin G. Orkin, CFP

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • KY
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Email Me

austin.orkin@ubs.com
Austin G. Orkin, CFP
3030 Old Ranch Parkway,Seal Beach,CA,90740

Ruby Selig

Client Associate

3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Email Me

ruby.selig@ubs.com
Ruby Selig
3030 Old Ranch Parkway,Seal Beach,CA,90740

Jake P. Orr

Registered Client Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Email Me

jake.orr@ubs.com
Jake P. Orr
3030 Old Ranch Parkway,Seal Beach,CA,90740

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