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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

WESTMINSTER, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Van B Du is a registered representative with J.P. Morgan Securities LLC and has been in the industry since June 15, 2009. Van Du has a Series 63, Series 6, and SIE license and is currently registered in California and Florida. Van Du is a specialist in stocks, bonds, mutual funds, variable annuities, and ETFs. Prior to joining J.P. Morgan Securities LLC, Van Du was a registered representative with CHASE INVESTMENT SERVICES CORP. from February 14, 2011 to October 1, 2012 and WM FINANCIAL SERVICES, INC. from June 18, 2004 to February 15, 2006.

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

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

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

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

Albitz/miloe AND Associates, Inc. | CFP ® (Certifications)

location

TORRANCE, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Vance Albitz is an investment advisor representative registered with Albitz/miloe And Associates, Inc. and Cetera Investment Advisers LLC in California. Vance has been working in the financial industry since February 3, 2016, and holds Series 7, Series 66, and SIE licenses. Vance specializes in providing financial planning and portfolio management services for individuals and pension consulting.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

SAN DIEGO, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vance Schroeder is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Vance has been in the financial industry since 1993 and has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Vance is registered to provide investment advice in Alabama, Arizona, California, Florida, Georgia, Hawaii, Minnesota, Nebraska, Nevada, New Hampshire, New York, Texas, Utah, and Wisconsin. In addition to his role at Wells Fargo Advisors, Vance Schroeder is the 100% owner of CCS Capital Management Corp., an investment-related business. Vance has held board positions at several organizations and is committed to providing his clients with the highest level of service.

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

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

24 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

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
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

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