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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Angela Theresa Lopez is a financial advisor with LPL Financial LLC. Angela has been in the industry since July 2012. Her primary business address is in San Diego, CA. Angela is registered with FINRA and holds the Series 99 license, as well as the SIE designation.

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

Global Retirement Partners LLC

location

SAN RAFAEL, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Angela Walsh is a registered investment advisor representative with Global Retirement Partners LLC. Angela has been in the industry since 2018. Angela holds the Series 7 and Series 66 licenses. Prior to joining Global Retirement Partners LLC, Angela worked at Commonwealth Financial Network. Angela specializes in portfolio management for individuals and businesses, financial planning and pension consulting.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CORTE MADERA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Angela Herico is a financial advisor with Wells Fargo Clearing Services, LLC. Angela has been in the financial industry since January 13, 2016. Angela is licensed in 38 states and is active in both the broker-dealer and investment advisor fields.

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

WEST HOLLYWOOD, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Angela Bredy is a financial advisor with J.P. Morgan Securities LLC, licensed to provide financial advice in California. Angela has been in the financial services industry since February 2023 and holds Series 63, 6TO, and SIE licenses. Angela's office is located in West Hollywood.

SPECIALIZATIONS

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

Long Beach, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Angela Susanne Schlafke is a registered representative with Morgan Stanley, a leading global financial services firm. Angela has been in the financial industry since 2008 and holds the Series 66, Series 7 and SIE licenses. She has been registered in multiple states and has previously worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Angela's areas of expertise include investment management, financial planning, and asset allocation advice. She has a long history of serving a wide range of clients, including individuals, families, businesses, and institutions.

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
ASSET ALLOCATION ADVICE
Unclaimed
location

MODESTO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Angela Maria Silva is an investment advisor representative registered with Edward Jones since July 30, 2010. Angela is currently registered with the state of California. Angela has experience working with a wide range of clients, including individuals, businesses, and charitable organizations. Angela’s expertise includes financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Vista, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Angela Fogleman is a financial advisor in Vista, California. Angela is a registered representative of J.P. Morgan Securities LLC, where she has been employed since October 2020. Prior to joining J.P. Morgan Securities LLC, Angela was employed at TD Ameritrade, Inc. Angela has been in the industry since December 24, 2008 and has Series 63, 66, 7, 9, 10 and 24 licenses. Angela specializes in portfolio management for individuals, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Angela Yasharel is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Angela has been in the industry since 2012, having previously worked at J.P. MORGAN SECURITIES LLC. Angela holds the Series 7, 6, 63, and 65 licenses.

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

Wells Fargo Clearing Services, LLC

location

LEMON GROVE, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Angela Isabel Alsharifi is a financial professional with Wells Fargo Clearing Services, LLC. Angela has a background in the financial services industry and holds the Series 63, Series 6TO, and SIE licenses. Angela is registered with the state of California.

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
location

MARINA, CA

0 Disclosures

ADVISOR BIO

Angela Marie Pack is an investment advisor representative with SLP Wealth. Angela is a registered investment advisor in California and Texas. Angela has over 10 years of experience in the financial services industry. Angela is also a student loan consultant and helps clients develop plans to pay back their student loans. Angela is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

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