Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
Years of Experience
5-20+ Years
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Grant Robert Withers is an investment advisor representative at Capital Group Private Client Services, Inc. Grant has been in the financial industry for over 14 years and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit sharing plans. Grant has also been involved in portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles. Grant is registered in California, Georgia, Illinois, Nevada, New York, and Texas.
SPECIALIZATIONS
Los Angeles, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Gilbert Sanchez is a financial advisor with over 10 years of experience in the industry. Gilbert is currently registered with UBS Financial Services Inc. as a Registered Representative. Gilbert has also previously held roles with Comerica Securities and Zecco Trading, Inc. Gilbert is licensed to offer investment advice in multiple states and holds several industry credentials, including the Series 3, 7, 9, 10, 63, and 66 licenses. Gilbert specializes in providing investment advice and financial planning services to a wide range of clients, including individuals, corporations, and institutions.
SPECIALIZATIONS
Los Angeles, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Austin Tyler Barger is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Austin has been in the securities industry since March 27, 2019. Austin has passed the Series 7TO, Series 66 and SIE exams and is registered in 54 states and districts. Austin has been registered with Merrill Lynch since November 2018. Austin was previously employed at Equilibrium, Soxalito, Loyola Marymount University, Liquid Venture Partners, Gideon Strategic Partners, and Bank of America, N.A.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Evan Robert Levy is an investment advisor representative with Lido. Evan Robert Levy is a registered investment advisor representative in California, Florida, Texas and Washington. Evan Robert Levy has been in the financial services industry since June 2013. Evan Robert Levy has passed the Series 65 Uniform Investment Adviser Law Examination.
SPECIALIZATIONS
Los Angeles, CA
35 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Farid Yasharel is a financial advisor in Los Angeles, CA with over 30 years of experience in the financial industry. Daniel is registered with Osaic Wealth, Inc. and NWF Advisory Services Inc. Daniel is also a FINRA Independent Arbitrator. Daniel has a strong background in financial planning, portfolio management, and insurance sales. Daniel is also a Certified Financial Planner and a Chartered Financial Consultant. Daniel is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
Los Angeles, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Edwards is a financial advisor at MML Investors Services, LLC. Jeffrey is a Registered Representative, Investment Advisor Representative, and has been in the industry since 2002. Jeffrey holds Series 63, 66, and 7 licenses. Jeffrey is a Certified Financial Planner and has extensive experience in providing financial planning services, investment management, and asset allocation programs.
SPECIALIZATIONS
Los Angeles, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Matan Stein is a financial advisor registered with Citigroup Global Markets Inc. based in Los Angeles, California. Matan has been in the financial industry since 2012. Matan has worked at both J.P. Morgan Securities LLC and Chase Investment Services Corp. prior to joining Citigroup Global Markets Inc. Matan is also registered as an Investment Advisor Representative. Matan holds the Series 6, 7, 63, and 65 licenses.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Robert Cooke is an investment advisor representative associated with Broxton Capital Advisors in Los Angeles, California. He has been in the industry since 1994, and has experience with various firms including National Alliance Securities Corporation, Western International Securities, Inc., First Allied Securities, Inc., Interfirst Capital Corporation, Imperial Capital, LLC, and Dabney/Resnick, Inc. Robert Cooke holds the Series 7, Series 63, Series 86, Series 87, and Series 65 licenses. His experience and credentials make Robert Cooke a qualified advisor for individuals and businesses seeking portfolio management services.
SPECIALIZATIONS
