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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

SCF Investment Advisors, Inc.

location

FRESNO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Grant David Cox is a financial advisor at SCF Investment Advisors, Inc.. Grant has been in the financial services industry for over 10 years and is a registered representative with FINRA and the state of California. Grant is also a registered investment advisor with the state of California. Grant holds the Series 7, 24, 27, 66 and 99TO licenses and is currently licensed to provide investment advice in the state of California.

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

LAKE ALMANOR, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Grant Holliday is a financial advisor who has been in the industry since 2001. Grant has a Series 7, Series 66 and Series 24 license. Grant has been registered with LPL Financial LLC since 2004. Grant previously worked at Waddell & Reed, Inc. from 2001 to 2004. Grant provides financial planning, portfolio management and other advisory services to individual and business clients.

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

UBS Financial Services Inc.

location

Los Angeles, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Grant Acker is a financial advisor with UBS Financial Services Inc., working in the Los Angeles area. Grant has been in the industry since 2020. Grant is licensed to provide investment advice in California, New Jersey, and 35 other states. Grant holds Series 7TO, Series 66, and SIE licenses. Grant specializes in providing portfolio management, financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SAN JOSE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Grant Michael James is an investment advisor representative registered with Wells Fargo Clearing Services, LLC, a brokerage firm with offices in San Jose, CA. Grant James has been in the financial services industry since September 2018, and his experience includes investment consulting services to institutional clients, financial planning, and pension consulting.

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
Unclaimed

Osaic Wealth, Inc.

location

LA MESA, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Grant Knox is a financial advisor who has been active in the industry since 1993. Grant is currently registered with Osaic Wealth, Inc. and is a licensed advisor in many states. Grant also has previous experience working for other firms such as SAGEPOINT FINANCIAL, INC. and INDEPENDENT FINANCIAL GROUP, LLC. Grant has a wealth of experience and is committed to helping their 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
Unclaimed

RBC Capital Markets, LLC

location

CENTURY CITY, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Grant David Devaul is a financial advisor with RBC Capital Markets, LLC, and has over 20 years of experience in the financial services industry. Grant is a registered representative in multiple states and holds Series 7, 63, and 65 licenses. Previously Grant worked with Morgan Stanley and Bear, Stearns & Co. Inc. Grant has a strong background in providing investment advice to high-net-worth individuals, families, and businesses. Grant specializes in portfolio management, financial planning, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ENCINO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Grant Khechumyan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Grant is licensed to conduct business in California. Grant has been in the securities industry since 2020. Grant is also a registered investment advisor representative in California. Grant specializes in providing advisory services including portfolio management for businesses and individuals, as well as pension consulting. Grant has experience with a variety of client types including high net worth individuals, corporations, and pension plans.

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

Osaic Wealth, Inc.

location

TORRANCE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Grant Harman Hartwell is a financial advisor associated with Osaic Wealth, Inc. Grant has been in the industry since 2013 and is licensed to provide investment advisory services in Arizona, California, Colorado, Georgia, Idaho, Illinois, Michigan, Nevada, New York, North Carolina, Texas, Utah, Virginia, and Washington. Grant specializes in comprehensive financial planning, investment advisory services, and retirement planning. Grant has an active license in the securities industry and also has an active registration as an investment advisor. Grant is a Series 24 principal and has passed a variety of exams including Series 7, Series 66 and SIE. Grant has been involved with Hartwell Financial Services since 2013 and has been affiliated with Royal Alliance since 2013. Grant is also a board member of Free Arts for Abused Children, a non-profit organization.

SPECIALIZATIONS

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

D.a. Davidson & Co.

location

IRVINE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Grant Duksung Shin is a financial advisor who has been in the industry for over 2 years. Grant is currently registered with D.a. Davidson & Co. and holds Series 63, SIE and Series 79TO licenses. Grant specializes in a range of financial services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Grant previously worked at HARRIS WILLIAMS. Grant's primary office is located in Irvine, California.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Grant Kalmanovitz is a financial advisor who has been in the industry since 2006. Grant has worked at several firms, including Charles Schwab & Co., Inc., LendingClub, LPL Financial, EquityBee Inc., EquityBee Securities LLC, and Cetera Investment Advisers LLC. Grant is currently registered with Cetera Investment Advisers LLC in California. Grant is a Certified Financial Planner and holds the Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66 licenses. Grant specializes in providing financial planning, pension consulting, educational seminars, 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

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