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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Osaic Wealth, Inc.

location

TORRANCE, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Randall King is a financial advisor with over 40 years of experience in the industry. Randall has worked with a variety of firms, including Securities America, Inc., World Choice Securities, Inc., and Capital Brokerage Corporation. Randall holds the Series 63, 65, and 7 licenses as well as the SIE designation. Randall currently works with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Randall specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients. Randall is committed to providing his clients with personalized financial advice and guidance to help them 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

Centaurus Financial, Inc. | CFP ® (Certifications)

location

ANAHEIM, CA

experience

33 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Randall Huntimer is a financial advisor at Centaurus Financial, Inc. Randall has been in the industry since 1991 and holds the Series 6, Series 7, Series 63, Series 65 and SIE licenses. Randall is registered in Arizona, California, Colorado, Florida, Indiana, Massachusetts, Nevada, North Carolina, Oregon, Texas, and Wyoming. Randall is also a Certified Financial Planner. In addition to working at Centaurus Financial, Inc., Randall also provides property and casualty insurance through Starfire Financial. Randall works with individual clients, as well as businesses, corporations, high net worth individuals, insurance companies, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

LA JOLLA, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Randall Kilpatrick is a financial advisor with over 35 years of experience in the industry. Randall currently works for Morgan Stanley and has been with them since June 2009. Prior to that, Randall was a registered representative for Citigroup Global Markets Inc., Lehman Brothers Inc., and Dean Witter Reynolds Inc. Randall is licensed in 29 states and holds the Series 3, 7, 63 and 65 securities licenses, as well as the SIE. Randall specializes in investment management, financial planning, and pension consulting.

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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Randall Harless is an investment advisor representative with Centaurus Financial, Inc. Randall has been in the industry since 2009, and has experience with a variety of financial products and services. Randall is a registered representative in California, Louisiana, Minnesota, North Carolina, and Texas. Randall is also a registered investment advisor in California, Louisiana, Minnesota, North Carolina, and Texas.

SPECIALIZATIONS

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

Eagle Strategies LLC | CFP ® (Certifications)

location

SANTA MARIA, CA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randall Giorgi is a financial advisor with Eagle Strategies LLC. Randall has over 30 years of experience in the financial industry. Randall is registered to provide investment advice in 27 states, including California, Texas, and New York. Randall specializes in providing financial planning, investment management, and insurance services to a wide range of clients, including individuals, families, and businesses. Randall has a strong commitment to providing personalized and comprehensive financial advice to help clients achieve their financial goals. Randall has been recognized as a Certified Financial Planner (CFP®).

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STOCKTON, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Randall Weaver is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc.. Randall has been in the industry since 1992. Randall is registered in 26 states and is an active Investment Advisor Representative in California and Texas. Randall has also passed the Series 3, Series 7, Series 63 and Series 65 exams.

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

J.p. Morgan Securities LLC

location

Merced, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Randall Armendariz is a financial professional licensed in California. Randall has passed the Series 63, Series 6TO, and SIE exams and works as a Registered Representative for J.P. Morgan Securities LLC. Randall has been in the industry since December 2022. J.P. Morgan Securities LLC is a well-established firm with a strong focus on providing financial planning, pension consulting, and portfolio management services to a wide range of clients.

SPECIALIZATIONS

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

Alliance Advisory & Securities, LLC | CFP ® (Certifications)

location

WESTLAKE VILLAGE, CA

0 Disclosures

ADVISOR BIO

Randall Sanada, a Certified Financial Planner, has been in the financial services industry since 1995. Randall is currently registered with Alliance Advisory & Securities, LLC and has been working with the company since 1996. Randall has experience in portfolio management for individuals, businesses and pooled investment vehicles, as well as financial planning, pension consulting and educational seminars. Randall is also a registered representative in Arizona, California, Idaho, Oregon, Texas and Washington.

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

Roof Eidam Maycock Peralta LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Randall Robert Maycock is a Certified Financial Planner™ with over 20 years of experience in the financial services industry. Randall currently works at Roof Eidam Maycock Peralta LLC. He is a registered Investment Advisor Representative (IAR) in California. Prior to joining Roof Eidam Maycock Peralta LLC, Randall worked at LPL Financial LLC and Associated Securities Corp. Randall's focus is on providing financial advice and portfolio management to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

Fair Oaks, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Randi O'Neill is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 12 years of experience in the financial services industry. Randi O'Neill is registered with the state of California as an Investment Advisor Representative and as a Registered Representative. Randi O'Neill has also passed the Series 66, Series 7, Series 9 and Series 10 exams. Randi O'Neill has worked with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. in the past. Randi O'Neill specializes in providing financial advice to individuals, families, and businesses. The advisor has experience working with high net worth individuals, corporations, charitable organizations, pension plans, and other institutions. Randi O'Neill is committed to providing her clients with personalized financial advice and guidance.

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

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