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Financial Advisors in Alaska
510 Results
Unclaimed

State Farm VP Management Corp.

location

Juneau, AK

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Robin Michelle Lonas is a financial professional with over 10 years of experience. Robin is currently registered with State Farm VP Management Corp. in Juneau, Alaska. Robin has Series 6 and SIE licenses. Robin's experience includes working with clients in Bloomington, Illinois.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ANCHORAGE, AK

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Robin Wendy Riendl has been in the financial services industry since 1996. Robin is a Certified Financial Planner™ professional and is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Robin is also a Registered Representative with FINRA and a Registered Investment Advisor Representative in Texas. Robin has been with LPL Financial LLC since 2009. Prior to that, Robin was employed by CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

ANCHORAGE, AK

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Roisin Mary D'angelo is a financial advisor who has been in the industry since September 30, 2018. Roisin is currently registered with LPL Financial LLC in Anchorage, Alaska. Roisin has worked for multiple firms previously including Lincoln Financial Securities Corporation and VALIC Financial Advisors, Inc. Roisin has a Series 66, Series 7 and SIE license. Roisin is a financial advisor who can assist with a variety of financial planning needs including retirement planning, college savings, and investment management. Roisin is committed to providing her clients with personalized advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

PFS Investments Inc.

location

ANCHORAGE, AK

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Downey is a financial professional with over 27 years of experience in the financial services industry. Ronald is currently registered with PFS Investments Inc. in Alaska and Florida. Ronald has passed the Series 6, Series 63 and SIE exams. Ronald specializes in providing portfolio management services for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Alera Investment Advisors, LLC

location

Anchorage, AK

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald William Devon is an investment advisor representative with Alera Investment Advisors, LLC. Ronald Devon has been in the industry for over 10 years. He is registered with the state of Alaska. Ronald William Devon has worked with several firms in the past, including Triad Advisors, LLC, KMS Financial Services, Inc., and MetLife Securities Inc. Ronald Devon has a Series 66, Series 7 and SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

ANCHORAGE, AK

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Laurion is an investment advisor representative at PFS Investments Inc. Ronald is registered with the state of Alaska and has 17 years of experience in the financial services industry. Ronald has passed the Series 6, Series 63, Series 6TO and the SIE examinations. Ronald also has experience in managing real estate, acting as a part-time or full-time representative of other companies affiliated with PFS Investments Inc., and has experience receiving non-investment related compensation from Primerica Mortgage, LLC. Ronald specializes in Portfolio Management for Individuals. Ronald is currently registered with PFS Investments Inc. in the state of Alaska.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Charles Schwab & CO., Inc.

location

Anchorage, AK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Russell Everett Carlton is a registered representative with Charles Schwab & Co., Inc. Russell has been in the industry since February 6, 2022, and holds the Series 7TO and Series 63 licenses. Russell has been with Charles Schwab & Co., Inc. since December 2019. Prior to this, Russell worked at Polar Wire Products. Russell is registered in Alaska.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Concourse Financial Group Securities, Inc. | CFP ® (Certifications)

location

Soldotna, AK

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Russell Michael Burton is a financial advisor who has been in the industry since 2001. Russell is registered with Concourse Financial Group Securities, Inc. and is a Certified Financial Planner. He is located in Soldotna, Alaska and has offices in Soldotna and Fresno. Russell is also a board member of the Kings View Corporation and the Performing Arts Society. Russell is registered to offer investment advice in Alaska and California. He offers financial planning, pension consulting, educational seminars and portfolio management services to individuals and businesses. He is also registered to sell securities in Alaska, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Kentucky, Maryland, Minnesota, North Carolina, Ohio, Oregon, Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Nylife Securities LLC

location

ANCHORAGE, AK

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Trailer is a financial professional with Nylife Securities LLC. Ryan has been in the industry since December 13, 2022, and holds the Series 7TO, Series 63, and SIE licenses. Ryan is registered to sell securities in Alaska, California, Montana, Oregon, and Washington. Ryan has previous experience with SagePoint Financial, Inc. in San Diego, California.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wells Fargo Clearing Services, LLC

location

ANCHORAGE, AK

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Kelly Jaramillo is a financial advisor with Wells Fargo Clearing Services, LLC, registered in Alaska and Texas. Ryan has been in the financial industry since 2007 and has a Series 7 and Series 66 license. Ryan is also licensed in numerous states and has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Ryan previously worked for Wells Fargo Investments, LLC and Wells Fargo Bank, N.A.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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