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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Madison Avenue Securities, LLC

location

SAN DIEGO, CA

experience

37 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

Bradley Ford is a financial professional with over 30 years of experience in the financial services industry. Bradley has held various roles at several financial institutions, including USA Financial Securities Corporation, Investors Capital Corp., InterSecurities, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, and New England Securities. Currently, Bradley is a Registered Representative with Madison Avenue Securities, LLC. Bradley is also a licensed insurance agent. Bradley is registered to offer securities and investment advisory services in several states, including Florida, Illinois, Indiana, Kentucky, New York, North Carolina, Ohio, Tennessee, and Texas. Bradley holds the Series 6, Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

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

NFP Retirement Inc.

location

ALISO VIEJO, CA

0 Disclosures

ADVISOR BIO

Bradley Larsen is an investment advisor representative with NFP Retirement Inc.. Bradley has been in the industry since 1996 and has experience in both investment advisory and brokerage services. Bradley holds Series 6, 63, and 65 licenses and is registered in California and Florida. Bradley has previously worked with other financial firms including Securian Financial Services, Inc., BirchTree Financial Services, Inc., Nationwide Investment Services Corporation, Pan-American Financial Advisers, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and Princor Financial Services Corporation. Bradley's current firm NFP Retirement Inc. is an investment advisory firm with over 96 billion dollars in assets under management. NFP Retirement Inc. provides investment advisory services, financial planning, pension consulting, and other services for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

California Capital Management | CFP ® (Certifications)

location

BURBANK, CA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bradley Salo is a financial advisor registered with California Capital Management and has been in the industry since June 22, 1987. Bradley has a background in the securities industry and insurance, with experience at LPL Financial LLC, IDS Life Insurance Company, and American Express Financial Advisors Inc. Bradley holds the Series 7, 24, 63 and SIE exams and is a Certified Financial Planner. Bradley Salo is also the President and co-owner of California Capital Management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network

location

SIMI VALLEY, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Bronk is an investment advisor representative with Commonwealth Financial Network. Bradley has been working in the industry since November 2005. Bradley holds Series 63 and Series 66 registrations, as well as Series 7 and SIE licenses. Bradley's professional career has included working for Commonwealth Financial Network, Financial Network Investment Corporation and Edward Jones. Bradley is registered to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Idaho, Montana, Nebraska, Nevada, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.

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
location

SAN DIEGO, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Berman is an active financial advisor, currently registered with Edward Jones. Bradley has been in the financial industry since November 24, 2000. Bradley has held previous positions with PaineWebber Incorporated. Bradley has a wide range of experience and holds numerous licenses and certifications, including Series 7, 63, 65, and 66. Bradley Berman is a financial advisor with Edward Jones, providing services to individuals, corporations, and other business entities.

SPECIALIZATIONS

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

Tamar Securities, LLC

location

WOODLAND HILLS, CA

0 Disclosures

ADVISOR BIO

Bradley Michael Cotner is an Investment Advisor Representative who has been in the industry since March 2016. Bradley Michael Cotner is registered with Tamar Securities, LLC and is licensed in California. Bradley Michael Cotner has a Series 65 license and specializes in providing financial planning, portfolio management, and pension consulting services. Bradley Michael Cotner's firm, Tamar Securities, LLC, serves high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth clients. Tamar Securities, LLC manages approximately $1.09 billion in assets for its clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ALTERNATIVE INVESTMENTS & PROFESSIONAL ALLIANCE NETWORK
Unclaimed
location

CONCORD, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Allen is an investment advisor representative registered with Assetmark, Inc. in California since July 2020. Prior to joining Assetmark, Bradley was associated with Wells Fargo Funds Distributor, LLC, and Charles Schwab & Co., Inc. Bradley has been in the securities industry since September 2006.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Eagle Strategies LLC | CFP ® (Certifications)

location

SANTA MARIA, CA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bradley Duane Johnson is a financial advisor registered with Eagle Strategies LLC. Bradley has been working in the securities industry since 1998. Bradley is also registered as an Investment Advisor Representative with Eagle Strategies LLC. Bradley has a total of 21 approved securities registrations in the states of Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Kansas, Louisiana, Minnesota, Missouri, Nevada, North Carolina, Oregon, Tennessee, Texas, Utah and Washington. Bradley has passed the following securities exams: Series 6, Series 7, Series 63 and SIE. Bradley is a Certified Financial Plannerâ„¢. Bradley's other business activities include Insurance Brokering and rental properties.

SPECIALIZATIONS

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

Golden State Wealth Management, LLC

location

SOUTH COAST METRO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Fallon is a financial advisor currently registered with Golden State Wealth Management, LLC in SOUTH COAST METRO, CA. Bradley has been a registered investment advisor since 2006, holding both Series 7 and Series 66 licenses. Bradley also has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has worked in the industry for more than 15 years. Bradley has a broad range of expertise in serving individuals, corporations, and charitable organizations. In addition to traditional financial planning and investment management services, Bradley also specializes in pension consulting and working with businesses.

SPECIALIZATIONS

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

NFP Retirement Inc. | CFP ® (Certifications)

location

ALISO VIEJO, CA

0 Disclosures

ADVISOR BIO

Brady Harker Ririe is a financial advisor with NFP Retirement Inc. Brady has been in the industry since 2012 and is licensed in Texas and Utah. Brady is a Certified Financial Planner and is able to provide financial planning, pension consulting, and selection of other advisers. Brady has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Brady has previously worked with Purshe Kaplan Sterling Investments and Morgan Stanley.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

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