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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Signature Resources Capital Management, LLC

location

NEWPORT BEACH, CA

disclosure

1 Disclosures

ADVISOR BIO

Anthony Rossi is a financial advisor at Signature Resources Capital Management, LLC. Anthony has been in the industry since 2009 and has worked for various firms including Park Avenue Securities LLC and Capital Synergy Partners. Anthony is registered as an investment advisor representative in California and Texas. He is also a licensed insurance agent in California. Anthony offers financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension plans.

SPECIALIZATIONS

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

Caruso Family Financial Advisors (cffa) LLC

location

San Jose, CA

experience

13 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Anthony Caruso is a financial advisor with over 10 years of experience in the industry. Anthony Caruso is currently registered with Caruso Family Financial Advisors (CFFA) LLC and has been with the firm since 2019. Previously, Anthony Caruso was registered with Whitehall-Parker Securities, Inc. Anthony Caruso is a Series 7, 66 and SIE licensed professional. Anthony Caruso specializes in providing financial planning and portfolio management services to individuals and families.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

EL SEGUNDO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Krueger is a financial professional with Cetera Investment Advisers LLC. Anthony is registered with the state of Texas and has passed the Series 7TO, Series 24 and SIE exams. Anthony has been in the industry for over 10 years. Cetera Investment Advisers LLC is a financial firm that provides financial planning, portfolio management and educational seminars to 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Gee is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the industry since 1995 and has experience working with both individual and institutional clients. Anthony's specializations include investments, insurance, and financial planning. He holds several licenses, including Series 7, Series 31, Series 63, and Series 65. Anthony is committed to helping clients achieve their financial goals.

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

Cetera Investment Advisers LLC | CFP ®,CFC ® (Certifications)

location

NEWPORT BEACH, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Scully Hovorka is a financial professional with over 20 years of experience in the industry. Anthony is currently registered with Cetera Investment Advisers LLC and has previously been registered with Securian Financial Services, Inc. Anthony holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam, and is a Certified Financial Planner™ and Chartered Financial Consultant. Anthony specializes in providing financial planning, portfolio management and educational seminars to individuals, businesses, and charitable organizations. Anthony is committed to providing personalized advice and working with clients to 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
location

Woodland Hills, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Thomas Culazzo is a financial advisor with over 15 years of experience in the financial services industry. Anthony is registered with Morgan Stanley and has been with the firm since September 2015. Prior to joining Morgan Stanley, Anthony worked for UBS Financial Services Inc. and Wedbush Morgan Securities Inc. Anthony holds the Series 3, 7, 9, 10, 24, and 66 licenses. Anthony's specialties include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers.

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

J.p. Morgan Securities LLC

location

VALLEJO, CA

experience

2 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Anthony Allen Le grande is a financial advisor with J.p. Morgan Securities LLC. Anthony is registered to provide securities advice and services in the state of California. Anthony is Series 63, Series 6TO and SIE licensed. Anthony holds a Series 63 license, which allows him to sell securities in the state of California. Anthony also holds a Series 6TO license, which allows him to sell variable contracts and investment company products. Anthony has been in the financial industry for less than a year. Anthony specializes in providing investment advice to a variety of clients, including individuals, corporations, and institutions.

SPECIALIZATIONS

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

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Mangosing is a financial advisor who has been in the industry since June 2020. Anthony is registered with LPL Financial LLC and has a Series 99TO and SIE license. Anthony specializes in a variety of financial services, including retirement planning, investment management, and insurance. Anthony is committed to providing personalized financial advice to help 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Householder Group Estate & Retirement Specialists

location

Camarillo, CA

experience

32 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Anthony Michael Coyne is a registered investment advisor representative with Householder Group Estate & Retirement Specialists. Anthony has been in the financial services industry since 1993 and has experience working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth. Anthony also provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, 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
Publication of Financial Periodicals
Unclaimed

Pure Financial Advisors, LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Anthony Tien Vu is a financial advisor currently registered with Pure Financial Advisors, LLC in San Diego, California. Anthony has been in the financial services industry since 2009, working at several firms before joining Pure Financial Advisors in 2022. Anthony has a wide range of experience in the industry, having held roles at Charles Schwab & Co., Inc., SC Distributors, LLC, Realty Capital Securities, LLC, MetLife Investors Distribution Company, and SCF Securities, Inc. Anthony holds a Series 6, 7, 63, and 66 license and the SIE exam. Anthony is also a Certified Financial Planner. Anthony specializes in providing financial planning, pension consulting, and portfolio management services to individuals and families. Anthony is committed to providing his clients with personalized and comprehensive financial advice.

SPECIALIZATIONS

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

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