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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

GOLD RIVER, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Fisher is a registered representative with J.P. Morgan Securities LLC and has been in the financial services industry since 2004. Ryan has a broad range of experience and holds the Series 7, Series 26, Series 65, and Series 66 securities licenses. Ryan's previous experience includes positions with Chase Investment Services Corp., Citigroup Global Markets Inc., and Citicorp Investment Services. Ryan is registered to provide investment advice in 19 states and is also an active Registered Investment Advisor.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

NORTHRIDGE, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Deptula is a financial advisor with Wells Fargo Clearing Services, LLC. Ryan has been in the financial industry since March 6, 2007, working in Chatsworth, CA for J.P. Morgan Securities LLC and Chase Investment Services Corp., and previously working for WAMU Investments, Inc. and Altis Securities, Inc.. Ryan is registered to provide investment advice in California and Florida. Ryan specializes in retirement, college savings, and other investment goals.

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

FRESNO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Estes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the industry since 2002 and holds a Series 6, 7, 9, 10, 31, 63, and 66. Ryan is registered in 31 states and the District of Columbia. Ryan also serves as a Director for the California Ag Youth Foundation.

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

Santa Rosa, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Mason is an investment advisor representative with over 20 years of experience in the financial services industry. Ryan has been registered with LPL Financial LLC since 2024 and previously held registrations with several other firms, including WELLS FARGO INVESTMENTS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and MORGAN STANLEY DW INC. Ryan holds the Series 7, Series 31, and Series 66 securities licenses and the SIE exam. Ryan specializes in providing financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services. Ryan is currently licensed in Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Maryland, Michigan, Nevada, New Mexico, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, and Washington.

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

SANTA MONICA, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Botsford is a financial advisor with J.P. Morgan Securities LLC. Ryan has 14 years of experience in the financial services industry. Ryan has a Series 7, Series 31, and Series 66 license. Ryan is registered to offer investment advisory services in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Massachusetts, Michigan, Mississippi, Nevada, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Washington, and Wisconsin. Ryan was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, and MORGAN STANLEY SMITH BARNEY. Ryan's primary office is in Santa Monica, California.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WOODLAND HILLS, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Cagle is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the securities industry since July 2018. Ryan is licensed in Arizona, California, Colorado, Florida, Idaho, Massachusetts, Montana, Nevada, North Carolina, Oregon, South Dakota, Texas, Virginia and Washington. Ryan has a Series 66, Series 7 and SIE. Ryan specializes in providing financial advice to individuals, corporations, investment companies and charitable organizations. Ryan offers a variety of investment advisory services, including portfolio management, financial planning, and pension consulting. Ryan is committed to providing clients with personalized service and helping them 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

Wells Fargo Clearing Services, LLC

location

CHATSWORTH, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Francis Tominaga is a financial advisor who has been in the industry since August 2015. Ryan is currently registered with Wells Fargo Clearing Services, LLC. Prior to working at Wells Fargo Clearing Services, LLC, Ryan was with J.P. Morgan Securities LLC for over three years. Ryan is licensed to sell securities in 28 states. Ryan focuses on working with high-net-worth individuals, corporations, and retirement plans.

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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Chase is a financial advisor with UBS Financial Services Inc. He has been in the industry since 2011 and holds the Series 66, Series 7, and SIE licenses. Ryan is registered in 35 states and Puerto Rico and specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. In addition to his work with UBS Financial Services Inc. , Ryan also drives for Lyft and Uber.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROSEVILLE, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Rainbolt is a financial advisor who has been in the industry since 1996. Ryan has a strong background in securities and investment advising, having worked with Merrill Lynch, Pierce, Fenner & Smith Inc. and Wells Fargo Investments, LLC in the past. Ryan has a strong reputation for providing excellent client service and has earned a high level of trust from his clients. Ryan is a highly respected financial advisor who is committed to providing his clients with the highest level of service and expertise.

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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ryan McClellan is a financial advisor with over 18 years of experience in the industry. Ryan is registered with UBS Financial Services Inc. in California and Texas. Ryan has a broad range of experience in the industry, having worked previously with Lehman Brothers Inc. and other firms. Ryan holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE designation. Ryan provides a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

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