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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Osaic Wealth, Inc.

location

LA JOLLA, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Gary Sengle is an Investment Advisor Representative with Osaic Wealth, Inc. in LA JOLLA, California. Gary is a registered Investment Advisor with the state of California. Gary has been in the financial services industry since 2018. Gary has a Series 7, Series 63, and Series 65 license. Gary also holds the SIE certification. Gary's previous employers include SAGEPOINT FINANCIAL, INC. and ROYAL ALLIANCE ASSOCIATES, INC. Gary provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Gary is also a speaker and coach, and he provides fixed insurance products to clients.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Gary Hirschfeld is a registered Investment Advisor Representative with Hightower Advisors, LLC. Gary has been in the financial industry for over 30 years. Gary has a Series 3 license and a Series 65 license. Gary has worked at Sunrise Capital Partners LLC and Delphi Private Advisors before joining Hightower. Gary specializes in working with high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Gary provides advisory services that include portfolio management for businesses, portfolio management for individuals, financial planning, pension consulting, and selection of other advisors. Gary is based in the San Diego office of Hightower.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BEVERLY HILLS, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Gary R. Davis is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Beverly Hills, California. Gary has been in the financial services industry since 1983. Gary holds Series 3, 5, 7, 63, and 65 licenses. Gary is also registered in 21 states. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Gary was with UBS Financial Services Inc. and Prudential Securities Incorporated. Gary specializes in providing a wide range of investment services, including portfolio management for businesses and individuals, selection of other advisors, and pension consulting.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Raymond James & Associates, Inc.

location

Los Angeles, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Gary Peter Cohen is an investment professional with over 30 years of experience. Gary is currently a Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc. Gary has held prior roles with UBS Financial Services Inc., Wells Fargo Advisors, LLC, S.J. Levinson & Sons LLC, Albert Fried & Company, LLC, MDB Capital Group LLC, Sanders Morris Harris Inc., Banc of America Securities LLC, J.P. Morgan Securities Inc., and Oppenheimer & Co., Inc. Gary holds Series 63, 66, 7, 8, 9, 10, 24 and SIE licenses. Gary provides a variety of financial services to individuals, corporations, and other business entities. Gary's experience and qualifications make him a valuable resource for clients seeking financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Cetera Investment Advisers LLC

location

PALMDALE, CA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gary Whitworth Pearson is an investment advisor representative with Cetera Investment Advisers LLC. Gary has been in the securities industry since 1987. He is registered with the state of California as an investment advisor representative. Gary is also registered with the state of Texas as an investment advisor representative. Gary has experience with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal governments.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

WALNUT CREEK, CA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gary Lamusga is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients. Gary has been in the financial industry since 1990 and is registered in 12 states as a Broker-Dealer and Investment Advisor Representative. Gary's firm provides investment advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, 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

LPL Financial LLC

location

WHITTIER, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Gary Floyd Seybold is a financial advisor with over 30 years of experience in the financial services industry. Gary is currently registered with LPL Financial LLC. Gary has held previous registrations with WAMU INVESTMENTS, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, ASB FINANCIAL SERVICES, FIRST IMPERIAL INVESTOR SERVICES, INC. and AMERICAN EXPRESS FINANCIAL ADVISORS 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

SAN DIEGO, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Gary Kenneth Smith is a financial advisor with over 30 years of experience in the industry. Gary is currently registered with LPL Financial LLC. Gary has a Series 6, Series 7 and Series 63 license. Gary has worked with Avantax Investment Services, Inc. and Avantax Advisory Services, Inc. in the past. Gary is also a CPA and provides tax preparation and accounting services in addition to financial advising.

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

Equitable Advisors, LLC | CFP ® (Certifications)

location

WOODLAND HILLS, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Gary Adam Hersch is a financial advisor with over 17 years of experience in the industry. Gary Adam Hersch is currently registered with Equitable Advisors, LLC and holds a Series 7, Series 24, Series 31, Series 51 and Series 66 license. Gary Adam Hersch is also a Certified Financial Planner. Gary Adam Hersch has previously been employed with VALIC Financial Advisors, INC., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and UBS Financial Services INC. Gary Adam Hersch provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

BEVERLY HILLS, CA

experience

35 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Gary Handler is a financial advisor with Raymond James & Associates, Inc. with 35 years of experience in the financial services industry. Gary has been with Raymond James since 2014, and prior to that worked with UBS Financial Services Inc. Gary is a licensed securities professional, holds Series 3, 7, 63, and 66 licenses, and holds an SIE designation. Gary is registered with the state of California, Illinois, and Texas. Gary specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans. Gary is committed to providing his clients with personalized financial guidance and helping 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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