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Portfolio Management for Businesses Advisors in Fresno, California
572 Results
Unclaimed
location

FRESNO, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Claudia Vazquez-geis is a financial professional with over 18 years of experience in the industry. Claudia is currently registered with LPL Financial LLC and has been with the firm since April 2024. Previously, Claudia has held positions at CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., SUNSET FINANCIAL SERVICES, INC., SLOAN SECURITIES CORP., and BANC OF AMERICA INVESTMENT SERVICES, INC.. Claudia holds Series 7, 24, 51, 63, and 66 licenses. Claudia specializes in providing financial planning, portfolio management, and consulting services to individuals, corporations, and other businesses. Claudia also provides consulting and other non-discretionary advisory services. Claudia is dedicated to helping clients achieve 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

Eagle Strategies LLC | CFC ® (Certifications)

location

FRESNO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Clayton Hardy Blanton is a financial professional with over 20 years of experience in the financial services industry. Clayton has a broad range of experience and holds licenses in multiple states, including California, Tennessee, and Texas. Clayton is registered with Eagle Strategies LLC, a firm with over 20 years of experience providing investment advisory services to individuals, families, and businesses. The firm has a strong reputation for providing personalized financial planning and portfolio management services. Clayton specializes in providing financial advice to individuals and families, and has a deep understanding of the financial planning needs of high-net-worth individuals. Clayton is also an insurance broker and holds a Chartered Financial Consultant designation.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

FRESNO, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Clifford Wilson is a registered investment advisor representative at Osaic Wealth, Inc. Clifford Wilson has been in the financial services industry for over 20 years and has held several positions at different firms including Securities America, Inc. and Brecek & Young Advisors, Inc. Clifford Wilson is licensed to provide financial advice in California and several other states. Clifford Wilson specializes in providing financial planning services to individuals, businesses, and charitable organizations. Clifford Wilson is also a board member of the Fresno County Healthy Marriage Coalition.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

Fresno, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Clifford Hall is a registered representative with Principal Securities, Inc. and is based in Fresno, CA. Clifford has been in the securities industry since 1999, and has passed the Series 6, 7, 63, and 66 exams. Clifford also works with PFS Investments Inc. Clifford provides services in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Founders Financial Securities LLC

location

Fresno, CA

experience

21 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Clyde Warren Ford is a financial advisor with over 20 years of experience in the industry. Clyde has a broad range of experience across various firms including KESTRA Investment Services, LLC, Financial Telesis Inc, and Financial Network Investment Corporation. Clyde is currently registered with Founders Financial Securities LLC and serves clients in California, Louisiana, and Texas. Clyde is a Series 7 and 63 licensed professional and holds the Series 65 license as well as the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

Fresno, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Craig Otto Brueckner is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives nationwide. Craig has been in the financial services industry since 1998 and specializes in providing financial planning, portfolio management, and pension consulting services for a variety of clients, including individuals, businesses, and charitable organizations. He is a Certified Financial Planner and holds licenses in numerous states, including California, Arizona, Arkansas, Colorado, Florida, and more. Craig’s previous experience with Princor Financial Services Corporation allows him to offer diverse investment strategies and solutions to clients. Craig is based in Fresno, CA and works with clients locally and nationally.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

FRESNO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Craig Vitale is a registered investment advisor with Cetera Investment Advisers LLC. Craig Vitale has been in the financial industry for over 20 years. Craig Vitale is licensed in California, Florida, Idaho, Montana, New York, Oregon, Texas, and Washington. Craig Vitale holds Series 66, SIE, and Series 7 licenses. In addition to his role at Cetera Investment Advisers LLC, Craig Vitale is also a CPA and works for Dristas Groom McCormick LLP, an accounting firm in Fresno, California. Craig Vitale provides a wide range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

FRESNO, CA

0 Disclosures

ADVISOR BIO

Craig Douglas Sweeney is an investment advisor representative with LBG Advisor, LLC, based in Fresno, CA. Craig has been in the financial services industry since 2006. Craig holds the Series 63 and Series 65 securities licenses. Craig's current registration is pending with the state of California. Craig has experience working with individual clients and offers financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

Fresno, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Craig Sullivan is a financial advisor with Commonwealth Financial Network. Craig has been in the industry since 2009 and has a Series 7, Series 66, and SIE license. Craig's specializations include Retirement Planning, College Savings Planning, Estate Planning, Insurance, and Asset Allocation. Craig is a Certified Financial Planner™ professional and is registered to conduct business in 21 states.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

FRESNO, CA

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Crystal Deaver is a financial advisor associated with Wells Fargo Clearing Services, LLC and has been in the industry since 2011. Crystal has Series 63, SIE and Series 7 licenses. Crystal has a total of 36 state registrations and 1 IA registration. Crystal specializes in providing financial and investment advice to a wide range of clients, including individuals, businesses, and institutions.

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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