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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

OAKDALE, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Anthony A. Linares is an active investment advisor representative with J.p. Morgan Securities LLC. Anthony has been in the securities industry since 2020 and has licenses in California and Texas. Anthony previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 2020 to 2024. Anthony has passed the Uniform Combined State Law Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Anthony provides financial planning, pension consulting, selection of other advisors and portfolio management services. Anthony works out of the Oakdale, CA branch of 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

J.p. Morgan Securities LLC

location

ANAHEIM, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Na is a registered representative with J.p. Morgan Securities LLC in Anaheim, California. Anthony has been in the industry since November 22, 2022 and holds the Series 63, Series 6TO and SIE licenses. Anthony specializes in Investment Company Products, Variable Annuities, Mutual Funds, Retirement Planning, and College Savings Plans.

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

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Enriquez is a financial advisor with J.P. Morgan Securities LLC. Anthony is based in Los Angeles, California and is registered to sell securities in California. Anthony has been in the securities industry for a little over a year and is licensed to sell a variety of investment products. Anthony holds the Series 63, SIE, and Series 6TO licenses.

SPECIALIZATIONS

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

THE Wealth Consulting Group

location

Westlake Village, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Joseph Turcotte is an Investment Advisor Representative with THE Wealth Consulting Group, with a background in the financial services industry since November 2002. Anthony is registered with both FINRA and the Securities and Exchange Commission. Anthony provides financial planning, investment advice, and other services to clients, such as retirement planning, college savings, and estate planning. Anthony has Series 6, 7, 63, 65, and 53 licenses. Anthony's previous work experience includes roles at MML Investors Services, LLC, and MassMutual.

SPECIALIZATIONS

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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Dupre is a financial professional registered with Wedbush Securities Inc. Anthony has been in the industry since 2019. Anthony's professional experience includes working as a financial advisor for Edward Jones. Anthony is a licensed securities professional and holds a Series 66 and Series 7 license.

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

SANTA ANA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Bringas is a financial professional registered with Wells Fargo Clearing Services, LLC. Anthony has been active in the financial industry since May 4, 2023. Anthony holds the Series 63, Series 6TO, and SIE licenses. Anthony 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

LPL Financial LLC

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Anthony McLean is a financial advisor who has been working in the financial industry since 2009. Anthony currently holds licenses as a Registered Representative with LPL Financial LLC and as a Registered Investment Advisor with Tidemark, LLC. Anthony is registered in Arizona, California, Colorado, New York, Texas, and is a resident of Texas. Anthony has previously worked for Ameriprise Financial Services, Inc. Anthony's practice focuses on providing investment advisory and financial planning services to individuals, families, and businesses. Anthony also offers insurance products and services.

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
location

Anaheim Hills, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Nghia Huynh is a financial advisor associated with Assetmark, Inc. Anthony has over 15 years of experience in the financial industry. Anthony has passed a number of securities examinations and has a number of industry certifications. Anthony has been registered as a broker-dealer and investment advisor representative for over a decade and is currently registered in 53 states.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WESTLAKE VILLAGE, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Consiglio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the financial services industry since 2002 and has experience with a wide range of financial products and services, including stocks, bonds, mutual funds, and annuities. He is registered to offer investment advisory services in California and Texas. Anthony is committed to providing his clients with personalized financial advice that meets their individual 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
Unclaimed
location

YUCAIPA, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Joseph Espinoza is a registered representative with Edward Jones, a firm with over 20,000 employees. Anthony Espinoza is a registered representative in 21 states and provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Anthony Espinoza has been in the industry since 2018 and has a strong background in financial services. Anthony Espinoza's focus is on helping clients reach their financial goals through a personalized approach.

SPECIALIZATIONS

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

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