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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Raymond James & Associates, Inc. | CFP ®,CFC ® (Certifications)

location

San Francisco, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Paul Michael Dorsey is a financial advisor with Raymond James & Associates, Inc. Paul has been in the financial services industry since May 2008. Paul's registration with Raymond James & Associates, Inc. began in July 2018. Paul has been registered in several states including: Arizona, California, Maryland, Nevada, New Jersey, New York, Texas and Washington. Paul also holds the following designations: Certified Financial Planner and Chartered Financial Consultant. Paul's previous employers include BANCWEST INVESTMENT SERVICES, INC. and AXA ADVISORS, LLC.

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

J.p. Morgan Securities LLC

location

CHINO, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Paul Hoang is a financial advisor with J.p. Morgan Securities LLC. Paul has been in the industry since 2004 and has a wide range of experience in financial planning and portfolio management. Paul holds Series 6, 7, 63 and 66 licenses and has been registered with FINRA since 2003. Paul is also registered with the state of Texas. Prior to joining J.p. Morgan Securities, LLC, Paul worked at WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Paul is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

Morgan Stanley

location

Long Beach, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Paul Anthony Salas is an Investment Advisor Representative with Morgan Stanley. Paul has been in the securities industry for 3 years. Paul is registered with the Securities and Exchange Commission and is licensed to conduct business in 50 states. Paul's office is located at 3840 Kilroy Airport Way, Suite 400, in Long Beach, CA. Paul provides financial planning, pension consulting, educational seminars, asset allocation advice, and portfolio management for businesses, individuals, and investment companies.

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

THE Wealth Consulting Group | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Paul Lim is a financial advisor with The Wealth Consulting Group in San Diego, CA. Paul Lim has been in the industry since 2006, and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2014. Paul Lim is a Certified Financial Planner and holds both Series 66 and Series 7 licenses. Paul Lim specializes in working with individuals and families, and offers financial planning, portfolio management, and selection of other advisors services. Paul Lim is also registered as an investment advisor representative in Texas. Paul Lim previously worked at New England Securities and Ameriprise Financial Services, Inc.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CORTE MADERA, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Paul Lefebvre is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Paul has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WESTLAKE VILLAGE, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Edward Bartschi is a financial advisor with over 20 years of experience in the industry. Paul has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2005 and has held several previous positions at Morgan Stanley DW Inc. and Cal Fed Investments. Paul is licensed to offer securities advice in Arizona, California, Colorado, Florida, Idaho, Kansas, Michigan, Minnesota, Nevada, New Jersey, New York, Oregon, South Dakota, Texas and Virginia. Paul specializes in providing investment advice to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

INDIAN WELLS, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Paul Meinhold is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been in the financial services industry since 1993. Paul is registered to provide investment advice in California and Texas. Paul has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1993.

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

MML Investors Services, LLC

location

BEVERLY HILLS, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Paul Grande is a financial professional registered in California. Paul is currently employed by MML Investors Services, LLC, and has been with the firm since January 2019. Paul has experience in the financial services industry for more than five years, and specializes in financial planning, investment management, and retirement planning.

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

location

LA CRESCENTA, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Paul Cygal is a financial advisor who has been in the industry since 1994. Paul is currently registered with LPL Financial LLC and has been with the firm since January 1999. Paul has a variety of experience in the financial industry including securities, insurance and real estate. Paul is currently registered with the following states: Arizona, California, Florida, Kentucky, Michigan, Nevada, New Hampshire, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania and Texas. Paul is also a registered Investment Advisor. Paul is licensed to sell securities in the United States.

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

Western International Securities, Inc.

location

Pasadena, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Paul Shrier is a financial advisor at Western International Securities, Inc. Paul is based in Pasadena, California and is licensed to provide financial advice in California. Paul has been in the financial industry for over 20 years. In addition to his work with Western International Securities, Inc., Paul is a professor at Azusa Pacific University.

SPECIALIZATIONS

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

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