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

LPL Financial LLC

location

REDWOOD CITY, CA

experience

20 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Timothy Connor is a financial advisor with over 20 years of experience in the financial services industry. Timothy is a registered representative with LPL Financial LLC and has a Series 7, 6, 63, and 65 licenses, as well as the SIE and Series 99TO exams. Timothy specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Timothy is dedicated 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

FOLSOM, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Lee Chafin has been in the financial services industry for over 20 years. Timothy is currently registered with LPL Financial LLC and is based in Folsom, CA. Timothy's previous experience includes working with Brecek & Young Advisors, Inc., Princor Financial Services Corporation, and PFS Investments Inc. Timothy has a Series 6, 7, and 63 licenses and has passed the SIE and Series 65 exams. Timothy provides financial planning, portfolio management, and consulting services.

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

IONE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Knittel is an investment advisor representative with Edward Jones in IONE, California. Timothy has been in the industry since 2013 and is currently registered with both the state of California and Texas. Timothy is a Series 66 and Series 7 registered representative.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

NEWPORT BEACH, CA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Timothy Ralph Bockhold is a financial advisor who has been in the industry since 1995. He currently works at RBC Capital Markets, LLC. Timothy Bockhold has been registered as a Registered Representative since February 2, 1995, and he has a Series 63, Series 7 and Series 31 licenses. He is also registered as an Investment Advisor Representative since August 3, 2012, and he has a Series 65 license. Timothy Bockhold's previous employers include WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OAKLAND, CA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Score is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Oakland, California. Timothy has been in the industry since February 1995, and has a Series 7, Series 63, and Series 65 licenses. Timothy is also registered with the state of Texas, and has been since October 2008. Timothy specializes in providing a variety of financial services to individual and institutional clients. The advisor works with the firm to provide portfolio management for individuals and businesses, pension consulting, and other advisory services.

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

BREA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Wu is a financial advisor with UBS Financial Services Inc. Timothy Wu is registered in California and Washington. Timothy Wu has been working in the financial industry since March 6, 2016. Timothy Wu's office is located at 135 S. State College Blvd, Suite 650, Brea, CA 92821. Timothy Wu is also registered in Oregon and Washington. Timothy Wu offers financial planning, pension consulting, and portfolio management for individuals and businesses.

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

Independent Financial Group, LLC

location

San Diego, CA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Samuelson is a financial advisor with Independent Financial Group, LLC. Timothy Samuelson has been in the financial services industry since 1998. Timothy Samuelson is registered with FINRA, Series 6 and Series 63, and with the state of California as an Investment Advisor Representative. Timothy Samuelson is also a licensed insurance agent in California. Timothy Samuelson's firm provides financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

IRVINE, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Dunigan is a financial advisor with Equitable Advisors, LLC. Timothy is registered with the state of California and has been in the financial industry since 2011. Timothy has a Series 63 and a Series 65 license, as well as a Series 7 and a SIE license. Timothy specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. In addition to Timothy's work with Equitable Advisors, LLC, Timothy also owns and operates Dunigan Creative, a photography company.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

NEWPORT BEACH, CA

experience

46 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Timothy Nees Bremner is an investment advisor representative at UBS Financial Services Inc., a firm with a history of more than 100 years and assets under management exceeding $50 billion. Timothy has been in the industry since 1979, and is registered in California and Texas. Timothy is licensed to provide investment advice and securities brokerage services to a wide range of clients, including individuals, families, businesses, institutions and charitable organizations.

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
location

Sacramento, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Parsons is a financial advisor at Morgan Stanley. Timothy has been in the industry since 2020, previously working at Northwestern Mutual Investment Services, LLC and J.P. Morgan Securities LLC. Timothy holds the Series 66, Series 7TO and SIE exams. Timothy is registered in 36 states.

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

Need help matching

with the right advisor?