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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

LPL Financial LLC

location

TORRANCE, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Roderick Roxas Uy is a financial advisor at LPL Financial LLC. Roderick has been in the industry since 2005 and holds licenses in multiple states. Roderick provides investment advice and financial planning services to individuals, businesses, and institutions. Roderick has worked with LPL Financial LLC since 2009. Previously, Roderick was registered with Summit Brokerage Services, Inc. and National Planning Corporation.

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

CUPERTINO, CA

experience

27 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Roderick Charles Webb is a financial advisor at Morgan Stanley with over 25 years of experience in the financial services industry. Roderick has a broad background in financial services, having previously worked at E*TRADE Securities LLC and Fidelity Brokerage Services LLC, as well as other firms. Roderick is registered to provide investment advice in 51 states, as well as provide brokerage services. Roderick's primary focus is providing financial planning and portfolio management services to high-net-worth individuals, corporations, pension plans, 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

Independent Financial Group, LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Roderick Evans is a financial advisor with over 30 years of experience in the financial industry. He is registered with the state of California as a Registered Investment Advisor (RIA) and is a Certified Financial Planner (CFP®). Roderick currently works with Independent Financial Group, LLC, which is based in San Diego, California. He previously worked with Hornor, Townsend & Kent, LLC and EQ Financial Consultants, Inc. Roderick's areas of expertise include financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals. Roderick provides a range of compensation arrangements including fixed fees, commissions, hourly charges, and a percentage of assets. Roderick is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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

PALO ALTO, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Roderick N. Reed is a financial advisor registered with J.p. Morgan Securities LLC and has been working in the financial services industry since March 28, 1993. Roderick N. Reed is licensed to offer financial advice in all 50 states and the District of Columbia. Roderick N. Reed is a licensed Principal, with experience in Investment Banking, Portfolio Management, and Financial Planning. Roderick N. Reed specializes in providing advisory services to individuals and businesses.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Laguna Niguel, CA

0 Disclosures

ADVISOR BIO

Roderick Ralph Holden is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Blaine, Washington. Roderick has been working in the financial services industry since January 22, 2009. Roderick is licensed in California, Texas, and Washington. Roderick has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Roderick holds Series 66, SIE and Series 7 licenses. Roderick has a history of working with Cambridge Investment Research, Inc. in Laguna Niguel, California.

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
Unclaimed

LPL Financial LLC

location

WOODLAND HILLS, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Rodger Rutter is an investment advisor representative with LPL Financial LLC, an independent broker-dealer. Rodger has been in the financial services industry since 1994. Rodger is registered to provide investment advisory services in California. Rodger also holds licenses in Arizona, Georgia, Idaho, Maryland, Massachusetts, Nevada, North Carolina, Tennessee, Texas and Wisconsin. Rodger previously worked at WM Financial Services, Inc., Griffin Financial Services, Wells Fargo Securities Inc., First Interstate Investments, Inc., Essex National Securities, Inc., and FN Investment Center.

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SAN JOSE, CA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Rodger Baron Hobbs is a financial advisor with Osaic Wealth, Inc. He has been in the industry since 2006 and has been registered with the state of California since 2012. Rodger is also registered with the state of Nevada and is a Certified Financial Planner. Prior to joining Osaic Wealth, Inc., Rodger worked for White Pacific Securities, Inc. and First Investors Corporation. Rodger specializes in financial planning, portfolio management, and pension consulting. He offers a variety of services including fee-based accounts, financial planning, life and health insurance, and educational seminars. He works with individuals, families, businesses, and institutions.

SPECIALIZATIONS

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

Verified

Wade Financial Advisory, Inc.

location

CAMPBELL, CA

0 Disclosures

ADVISOR BIO

Rodney Wade is a financial advisor with Wade Financial Advisory, Inc.. Rodney has over 30 years of experience in the financial services industry. Rodney has provided financial advice to both individuals and businesses. Rodney has a Series 7 and Series 63 license. Rodney has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

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

RR Financial Management LLC

location

Fresno, CA

0 Disclosures

ADVISOR BIO

Rodney Roque is an Investment Advisor Representative with RR Financial Management LLC. Rodney is a registered Investment Advisor in California and has been in the industry since 2014. Rodney has a Series 65 license. Rodney Roque is also a Certified Public Accountant with Rodney Roque CPA APC and has a CFO role with Ruelas Enterprises Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Next Financial Group, Inc.

location

CHICO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Rollins is a financial advisor with Next Financial Group, Inc., a firm that provides a variety of financial services to individual, business, and institutional clients. Rodney has been working in the financial industry since 1999 and holds several industry licenses and certifications, including Series 6, 7, 24, 51, 63, and 65. Rodney has experience in insurance, investment advisory services, and financial planning. Rodney's experience and qualifications make him well-suited 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

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