Invested Better
Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Andrew Hoang is a financial advisor registered with Beacon Pointe Advisors, LLC, in Newport Beach, California. Andrew has been a financial advisor for over 8 years, and is a Certified Financial Planner. Andrew holds a Series 6, Series 63 and SIE license. Andrew's experience includes working for Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, 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

LPL Financial LLC

location

SAN DIEGO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Aumann is a financial advisor at LPL Financial LLC. Andrew has been in the financial industry since 2016, having previously worked with Thrivent Investment Management Inc. and Edward Jones. Andrew has been registered in 53 states and is an active member of the Broker-Dealer and Investment Advisor communities. Andrew has a strong background in financial planning and portfolio management. Andrew offers consulting and other non-discretionary advisory services, financial planning, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SAN DIEGO, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Monty Cunningham is a financial advisor with Stifel, Nicolaus & Company, Inc. based in San Diego, CA. Andrew has over 30 years of experience in the financial services industry. Andrew is licensed to provide financial advice in multiple states and holds several professional designations. Andrew specializes in providing financial advice to high net worth individuals, families, and businesses.

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
Unclaimed

Equitable Advisors, LLC | CFP ® (Certifications)

location

RANCHO CUCAMONGA, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Jules Chabot is a financial advisor with Equitable Advisors, LLC. Andrew has been in the financial services industry since August 19, 2003. He is registered as a Registered Representative in Alabama, Arizona, California, Idaho, Nevada, New Jersey, Ohio, and Washington. Andrew is also registered as an Investment Adviser Representative in the same states. Andrew holds the following securities licenses: Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65. He is also a Certified Financial Planner. Andrew has worked with LPL Financial LLC, Waddell & Reed, and Securities America, Inc. in the past.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Bitterlin is a registered representative with Wells Fargo Clearing Services, LLC. Andrew has been in the industry since May 2010 and is currently registered in California, North Carolina and Texas. Andrew has a Series 66 license, along with Series 7 and SIE. Andrew is registered as a broker and an investment advisor representative. Andrew has a specializations in financial planning, portfolio management for individuals, and portfolio management for businesses.

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

J.p. Morgan Securities LLC

location

CORONA DEL MAR, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Phillip Hicks is a financial advisor with J.P. Morgan Securities LLC. Andrew is registered with FINRA and has a Series 63, Series 6TO and a SIE license. Andrew holds a Series 63 license in California, Colorado and District of Columbia. Andrew has been in the securities industry for over two years. Andrew specializes in providing financial planning, pension consulting, and portfolio management services to businesses and individuals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Palo Alto, CA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew W. Smith is an investment advisor representative with Ameriprise Financial Services, LLC. Andrew has been working in the financial services industry for over 17 years. Andrew is registered with the state of California. Ameriprise Financial Services, LLC has been in business for over 100 years and has over 13,000 employees. The firm manages over $479 billion in assets for over 1.4 million clients.

SPECIALIZATIONS

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

Axxcess Wealth Management, LLC

location

CARLSBAD, CA

disclosure

1 Disclosures

ADVISOR BIO

Andrew Fowler Thomas is a financial advisor who has been in the financial services industry since 2000. Andrew is currently registered with Axxcess Wealth Management, LLC. Andrew has previously worked at ARETE WEALTH MANAGEMENT, LLC, FBR CAPITAL MARKETS & CO., and CREDIT SUISSE SECURITIES (USA) LLC. Andrew holds Series 7, 63, 65, 86, and 87 licenses. Andrew's areas of specialization include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

REDWOOD CITY, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Andrikopoulos is a financial advisor with Ameriprise Financial Services, LLC. Andrew has been in the financial services industry since 1989 and is registered to provide investment advice in California, Texas, and Virginia. Andrew has a Series 6, 7, 63, and 65 licenses. Andrew also owns a tax accounting business.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN FRANCISCO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Castor is a financial professional with over 8 years of experience in the industry. Andrew is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and currently holds Series 66, Series 7 and SIE licenses. Andrew has been registered with FINRA since July 2016. Andrew is a licensed investment advisor representative in California and Texas. Andrew works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Andrew provides a variety of advisory services, including portfolio management, financial planning, and pension consulting. Andrew is committed to providing clients with personalized financial advice that meets their unique needs.

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

Need help matching

with the right advisor?