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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

LPL Financial LLC

location

ONTARIO, CA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Stephen Edward Hill is a financial advisor who has been in the industry since 1993. Stephen currently works with LPL Financial LLC. Stephen has Series 7, Series 3, and SIE licenses and is registered in the state of California. Previously, Stephen worked at E-W Investments, Inc., Dean Witter Reynolds Inc., E. F. Hutton & Company Inc., and Paine Webber Incorporated. Stephen is experienced in providing a wide range of financial services to individuals, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Burnham Gibson Wealth Advisors, LLC | CFA ® (Certifications)

location

IRVINE, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Yun-sum Yu is a financial advisor in Irvine, California with over 13 years of experience in the industry. Stephen is a Chartered Financial Analyst and is registered as an investment advisor representative in California. Stephen is associated with Burnham Gibson Wealth Advisors, LLC. They are based out of Tampa, Florida and have 32 licensed agents and 25 registered representatives. Burnham Gibson Wealth Advisors, LLC manages over $4.8 billion in assets for individuals, corporations, and retirement plans. Stephen also serves as an IAR for the Baldwin Group Wealth Advisors, LLC.

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.

location

ANAHEIM, CA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephen McCraw is a financial advisor at Centaurus Financial, Inc. Stephen has been in the industry since 1987. Stephen is a registered representative in Mississippi and Louisiana and has passed the Series 6, Series 26, Series 63, and Series 65 examinations. Stephen has also held previous roles at LPL Financial LLC, Eagle One Investments, LLC, ING Financial Partners, Inc., Locust Street Securities, Inc., Washington Square Securities, Inc., Titan/Value Equities Group, Inc., InterSecurities, Inc., Walnut Street Securities, Inc., and NML Equity Services, Inc. Stephen specializes in providing financial planning, portfolio management, and educational seminars. Stephen is also a licensed insurance agent and provides fixed insurance and fixed annuities.

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

Menlo Park, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Brainerd is a registered representative and investment advisor representative with Morgan Stanley. Stephen has been in the securities industry for over 12 years. Stephen is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Stephen is also a registered investment advisor representative in Texas. Stephen's specializations include: Fixed Income, Stocks, Options, Mutual Funds, Annuities, Retirement Planning, and Estate Planning. Stephen has been a financial advisor with Morgan Stanley since October of 2017 and previously worked with Waddell & Reed, Inc. Stephen is committed to helping clients reach 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC

location

FRESNO, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Michael Brown is a financial advisor registered with Wells Fargo Clearing Services, LLC. Stephen has been in the financial services industry for over 15 years and holds licenses in multiple states. Stephen has specialized expertise in various areas, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Stephen is also registered with the State of Texas as an investment advisor representative. Prior to joining Wells Fargo Clearing Services, LLC, Stephen worked for Wells Fargo Advisors, LLC. Stephen has a strong track record of providing personalized financial advice and helping clients achieve their financial 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

UBS Financial Services Inc.

location

MENLO PARK, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Hoi tak Luk is a financial advisor who has been in the industry since 1999. Stephen is registered with UBS Financial Services Inc. and holds the Series 63, 65, 7 and 31 licenses. Stephen is also registered in several states including Arizona, California, Colorado, Massachusetts, Nevada, New York, Oregon and Texas. Stephen has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.

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

Ameriprise Financial Services, LLC

location

San Luis Obispo, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Stephen William Tetmeir is a financial advisor with over 30 years of experience in the financial services industry. Stephen is currently registered with Ameriprise Financial Services, LLC, and has been with the firm since March 2020. Stephen also has a previous registration with IDS LIFE INSURANCE COMPANY. Stephen is licensed to provide securities and investment advisory services in multiple states.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

La Mesa, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Harvey Geribo is a financial advisor with Ameriprise Financial Services, LLC, a large investment firm. Stephen has been active in the financial industry since August 29, 2000. Stephen has Series 7, Series 24, Series 52, and Series 66 licenses. Stephen is also registered with the state of California and Texas as an investment advisor representative and as a broker. Stephen specializes in working with individuals, high net worth individuals, businesses, corporations, trusts and estates, and pension and profit sharing plans. Stephen's current office is located at 7968 El Cajon Blvd in La Mesa, CA.

SPECIALIZATIONS

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

Advisors Wealth Management, Inc. | CFP ® (Certifications)

location

CARLSBAD, CA

disclosure

1 Disclosures

ADVISOR BIO

Stephen Edward Masula is a financial advisor with Advisors Wealth Management, Inc. and has been in the industry since 1985. Stephen is a Certified Financial Planner and has a Series 7 license. He offers financial planning, pension consulting, portfolio management for individuals and businesses. Clients can also expect Stephen to provide financial advice in other fields such as insurance, real estate and accounting. Stephen is located in Carlsbad, California and has been with Advisors Wealth Management, Inc. since October 2014.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

BREA, CA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Stephen Pincin is an investment advisor representative with Raymond James Financial Services Advisors, Inc., based in Brea, CA. Stephen has over 27 years of experience in the financial services industry, working with clients of all types, from high-net-worth individuals to corporations and pension plans. Stephen is a registered representative and investment advisor representative in a variety of states. Stephen is committed to providing clients with personalized financial planning and investment management services, with a focus on developing customized strategies to meet their individual needs. Previously, Stephen worked with Wells Fargo Advisors Financial Network, LLC, and Wachovia Securities, LLC.

SPECIALIZATIONS

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

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