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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

CALABASAS, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Grant Anthony Seybold is a financial advisor with Osaic Wealth, Inc. based in Calabasas, CA. Grant has been in the industry since 2016 and has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, and businesses. Grant offers a variety of financial planning and investment advisory services, including portfolio management, financial planning, and educational seminars. Grant holds the Series 7, Series 66, and Series 24 licenses.

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

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Grant Michael Anthony is a registered representative with LPL Financial LLC in San Diego, California. Grant Michael Anthony has been in the financial services industry for over 1 year. He is registered in California and Oregon to provide investment advice and securities transactions. He is also registered with FINRA as a registered representative.

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

MML Investors Services, LLC

location

Newport Beach, CA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Grant Fraser is a financial advisor with MML Investors Services, LLC in Newport Beach, CA. He has been a registered representative since December 1988, and holds Series 6, 7, 24, and 63 licenses. Grant Fraser's professional experience includes providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. He also provides portfolio management for individuals and businesses.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

IRVINE, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Grant W. Raymond is a financial advisor with LPL Financial LLC, based in IRVINE, CA. Grant has been in the financial industry since 2008. Grant is registered with the state of California as an investment advisor representative and also holds Series 6, 7, and 66 licenses. Grant is a Certified Financial Planner and has experience providing a wide range of financial services including financial planning, portfolio management, and consulting.

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

J.p. Morgan Securities LLC

location

BURLINGAME, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Grant Liu is a financial advisor registered in California, Nevada, and Texas. Grant has been in the industry since March 31, 2021 and has a Series 63, Series 6TO, and SIE license. Grant works with individuals, high net worth individuals, corporations, and other businesses. Grant specializes in insurance companies, charitable organizations, pension and profit sharing plans, and corporations and other businesses. Grant is associated with J.p. Morgan Securities LLC.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

BEVERLY HILLS, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Grant E. Berman is an investment advisor representative currently registered with Raymond James & Associates, Inc. located in BEVERLY HILLS, CA. Grant has been in the industry since 2024. Grant has passed both Series 7TO and SIE exams as well as the Uniform Combined State Law Examination for Series 66. The advisor has a current registration with the state of California. Grant's firm manages assets in excess of $1 billion to $10 billion. The firm offers financial planning, pension consulting, and educational seminars to clients.

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

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

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

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Grant Estep Hartvigson is a financial advisor with Beacon Pointe Advisors, LLC, specializing in providing financial planning, consulting and portfolio management for individuals, families, and businesses. Grant has over 20 years of experience in the financial services industry and holds the Certified Financial Planner designation. Grant is registered in Washington. Previously, Grant was employed by Purshe Kaplan Sterling Investments and LPL Financial LLC.

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 Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Blackrock Financial Management, Inc.

location

SAN FRANCISCO, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Grant A. Einhorn is a financial advisor with Blackrock Financial Management, Inc. Grant has been in the industry since December 2003. Blackrock is a global investment manager, with offices worldwide. The firm offers a variety of investment services to a wide range of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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