Invested Better
Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN DIEGO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Austin Sandoval is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Austin has been in the industry since May 2022 and has passed the Series 66, Series 63, Series 7 and SIE exams. Austin has a specialization in Retirement Planning, College Planning, Estate Planning, Insurance and Annuities. Austin is registered in Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Austin's previous experience includes working with Thrivent Investment Management Inc.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Austin Wynn English is a financial advisor with over 15 years of experience in the financial services industry. Austin is currently registered with LPL Financial LLC and has previously worked with BrightHouse Securities, LLC, MetLife Investors Distribution Company, and Vanguard Marketing Corporation. Austin's expertise spans a range of services including financial planning, portfolio management for businesses and individuals, and consulting. Austin is dedicated to providing personalized financial advice to help clients achieve their 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

Mission Wealth Management, LP

location

SANTA BARBARA, CA

0 Disclosures

ADVISOR BIO

Austin David Roberts is an Investment Advisor Representative associated with Mission Wealth Management, LP. Austin is based in Santa Barbara, CA and has been active in the investment industry since April of 2023. Austin has a Series 65 license. Mission Wealth Management, LP is a registered investment advisor with the state of California, specializing in a wide range of services including financial planning, pension consulting, portfolio management for businesses and individuals, and family wealth management.

SPECIALIZATIONS

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

D.a. Davidson & Co.

location

ROSEVILLE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Austin Alcaine is a financial advisor with D.a. Davidson & Co., based in Roseville, California. Austin has been in the financial industry since 2022. Austin is licensed to offer securities and investment advice in Arizona, California, Colorado, Florida, Idaho, Kansas, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, and Washington. Austin holds Series 7TO, Series 66 and SIE licenses. Austin is a registered investment advisor with the state of California and Texas. Austin specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Austin Tyler Barger is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Austin is licensed to provide investment advice in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Austin has been in the financial services industry since March 27, 2019. Austin has passed the General Securities Representative Examination, the Securities Industry Essentials Examination and the Uniform Combined State Law Examination.

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

Eagle Strategies LLC

location

REDLANDS, CA

experience

16 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Austin Bustamante is a registered representative with Eagle Strategies LLC. Austin has been in the securities industry since April 2009. Austin is licensed in California and Nevada and holds the Series 6, 7, 63 and 66 securities licenses. Austin has over 15 years of experience in the financial services industry. Austin specializes in providing financial planning, retirement planning, college savings planning, and insurance services to individuals and families. Austin is committed to providing his clients with personalized service and sound financial advice.

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

BEVERLY HILLS, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Austin Pettibone is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Austin has been in the securities industry since December 2019. Austin holds Series 66, Series 7TO and SIE licenses and is registered to conduct business in 29 states and the District of Columbia. Austin's firm specializes in portfolio management for businesses and individuals, pension consulting and educational seminars.

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

WESTLAKE VILLAGE, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Austin Kratochvil is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Austin has been in the industry since 2020. Austin holds the Series 7, Series 66 and SIE securities licenses. Austin previously worked at Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC. Austin's current office is located in Westlake Village, CA.

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

IRVINE, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Austin Moreira is a financial advisor with LPL Financial LLC. He is licensed to provide investment advice in California and Texas. Austin has been in the financial industry for over 3 years and holds the Series 7, 66 and SIE licenses. He has a strong background in providing financial planning, portfolio management and consulting services. Austin specializes in working with high-net-worth individuals, businesses, and charitable organizations. His commitment is to help clients reach their financial goals by providing personalized investment advice.

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

J.p. Morgan Securities LLC

location

MOUNTAIN VIEW, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Austin Walker is a registered representative with J.P. Morgan Securities LLC. Austin is licensed to sell securities in California. Austin has been in the securities industry for over 30 days. Austin holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

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

Need help matching

with the right advisor?