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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

MOUNTAIN VIEW, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Van Nguyen is a registered representative with J.p. Morgan Securities LLC and is based in Mountain View, California. Van is licensed in California as a securities agent. Van has passed the Series 6, Series 63 and SIE exams. Van's specializations include: mutual funds, variable annuities, fixed annuities, life insurance, and long-term care insurance.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

LOS ANGELES, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Van Hess has been in the financial services industry since 2005. Van is currently registered with MML Investors Services, LLC and is licensed to provide financial advice in 53 states and the District of Columbia. Van holds Series 7, 24, 63 and 65 licenses and has a strong track record of success in providing comprehensive financial planning and investment management services to 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
ASSET ALLOCATION PROGRAMS
Unclaimed

MML Investors Services, LLC

location

NEWPORT BEACH, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Van Gabriel Schillinger is a financial advisor with MML Investors Services, LLC, a firm headquartered in Springfield, MA. Van is registered with both FINRA and the state of California. Van has been in the financial industry since November 2021. Van holds Series 66, Series 7TO, and SIE licenses. Van currently works out of the Newport Beach, CA office of MML Investors Services, LLC. Van provides services such as financial planning, portfolio management for businesses, and portfolio management for individuals. Van also sells life, disability, long-term care, health, and fixed annuity insurance.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Murrieta, CA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Van Raphael Neely is a registered Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Van Raphael Neely has been in the securities industry since 1995. Van Raphael Neely is currently registered with Cambridge Investment Research Advisors, Inc., Cantella & Co., Inc., and Smith Culver Investments. Van Raphael Neely has passed the Series 63, Series 65, Series 7, Series 24, Series 31, and SIE exams. Van Raphael Neely's firm is based in Fairfield, Iowa. Van Raphael Neely's current location is Murrieta, 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

J.p. Morgan Securities LLC

location

COSTA MESA, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Vanara Phuong is a registered representative with J.p. Morgan Securities LLC, holding both Series 63, Series 6TO and SIE licenses. Vanara is currently registered with the state of California. Vanara Phuong has been in the industry since January 24, 2019, and specializes in various financial planning services.

SPECIALIZATIONS

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

Alliance Advisory & Securities, LLC

location

WESTLAKE VILLAGE, CA

0 Disclosures

ADVISOR BIO

Vance Lavizzo is an investment advisor representative with Alliance Advisory & Securities, LLC, located in Westlake Village, California. Vance has been in the financial services industry since October 2010 and is registered in California. Vance holds the Series 66, Series 7TO, and SIE licenses. Vance specializes in financial planning, portfolio management, and pension consulting for individuals, businesses, charitable organizations, and pooled investment vehicles.

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
Unclaimed

MML Investors Services, LLC | CFP ®,CFC ® (Certifications)

location

TEMECULA, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Vance Litchfield is a financial advisor with over 17 years of experience in the financial services industry. Vance is registered with MML Investors Services, LLC and holds Series 6, 7, 24, 26, 63, and 66 securities licenses. Vance specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Vance has a strong track record of helping 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Vance Morra is a financial advisor with Commonwealth Financial Network. Vance has been in the financial industry since 2000 and is licensed to provide financial advice in California. Vance has a wide range of experience in the financial industry, having worked with CADARET, GRANT & CO., INC., SORRENTO PACIFIC FINANCIAL, LLC, CUSO FINANCIAL SERVICES, L.P., LPL FINANCIAL LLC and First Allied Securities, Inc. Vance specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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
Publication of Financial Periodicals
Unclaimed

Western International Securities, Inc.

location

San Diego, CA

experience

55 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Vance Gustafson is a financial professional with over 40 years of experience in the financial services industry. Vance is currently a Registered Principal and Registered Representative with Western International Securities, Inc. Vance has a deep understanding of the financial markets and a strong commitment to providing personalized financial advice to his clients. He is a highly respected member of the financial community, and he is dedicated to helping his 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
Unclaimed

Planmember Securities Corp.

location

CARPINTERIA, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Vance Ralph Sanchez is a registered representative with Planmember Securities Corp. Vance has been in the financial services industry since September 22, 2019. Vance currently holds licenses in California and is a registered investment advisor with the state. Vance has experience working with a variety of clients, including high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Vance provides a variety of services to clients, including financial planning, portfolio management, and educational seminars. Vance also provides investment supervisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES

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