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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Cetera Investment Advisers LLC

location

NEWPORT BEACH, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bradley Ross Behrendt is a financial advisor with over 20 years of experience in the industry. Bradley has been registered with Cetera Investment Advisers LLC since August 2023, after previously serving as a financial advisor for Securian Financial Services, Inc. from January 2002 to August 2023. Bradley holds Series 7, SIE, and Series 66 licenses. He has a wide range of experience in the financial industry, including financial planning, portfolio management, and insurance sales. Bradley is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Cypress Wealth Services, LLC | CFP ® (Certifications)

location

PALM DESERT, CA

disclosure

1 Disclosures

ADVISOR BIO

Bradley Arave is a financial advisor at Cypress Wealth Services, LLC, a firm based in Palm Desert, California. Bradley has been in the industry since 2008 and has a Series 66, Series 7 and SIE license. Bradley has a strong background in providing financial planning and investment management services for clients, with experience at several previous firms. Bradley's firm manages approximately $821 million in assets.

SPECIALIZATIONS

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

Ameritas Advisory Services, LLC

location

San Ramon, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Tarter has been a registered representative in the financial services industry since 2001. Bradley is currently a registered representative with Ameritas Advisory Services, LLC and also has an active investment adviser registration. Bradley specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Bradley also holds a Series 6, Series 7TO, Series 63, and Series 65 license.

SPECIALIZATIONS

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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bradley Scott Titus has been in the securities industry since 1982. Currently, Bradley is a registered representative with Wedbush Securities Inc. Bradley is licensed in California and Nevada and holds several industry certifications, including Series 7, Series 24, Series 63, and Series 65. Bradley has previously held positions at First Wall Street Corp., Griffin Financial Services, GNA Securities, Inc., Dean Witter Reynolds Inc., Smith Barney, Harris Upham & Co., Incorporated, M.L. Stern & Co. Inc., and OTC Net Incorporated. Bradley is a dedicated professional who is committed to providing clients with personalized financial guidance.

SPECIALIZATIONS

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

LPL Financial LLC

location

MORGAN HILL, CA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bradley Brian Ledwith is an investment advisor representative with over 23 years of experience in the financial services industry. Bradley Brian Ledwith is registered with LPL Financial LLC and has held previous registrations with EDWARD JONES. Bradley Brian Ledwith is also registered in 24 states and the District of Columbia.

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

J.p. Morgan Securities LLC

location

LAGUNA NIGUEL, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Bradley J. Smith is an investment advisor representative at J.p. Morgan Securities LLC with over 13 years of experience in the financial services industry. Smith's previous roles have included working for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Smith holds the Series 7, Series 31, and Series 66 licenses. Smith provides financial planning services to individuals, families, and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

EL SEGUNDO, CA

experience

23 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Bradley Campbell is a financial advisor with over 20 years of experience in the industry. Campbell is currently registered with Wells Fargo Clearing Services, LLC and has a Series 3, 7, and 66 licenses. Campbell also has a Securities Industry Essentials (SIE) certification. Bradley has worked at UBS Financial Services Inc., in Century City, California and Wells Fargo Advisors LLC, in El Segundo, California. Campbell's experience spans over 20 years and he is registered with the Securities and Exchange Commission (SEC) and several states, including California, Texas, Arizona, Colorado, and Delaware, to name a few. Campbell specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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

Kestra Private Wealth Services, LLC

location

BREA, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Bradley John Saunders is a financial advisor with Kestra Private Wealth Services, LLC. Bradley has been working in the financial industry since 1992 and holds a variety of licenses and certifications. Bradley is registered with the state of California as both a Registered Investment Advisor and a Registered Representative. Bradley also holds Series 3, 7, 10, and 63 licenses. Bradley has worked with a variety of firms throughout his career, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and LPL Financial LLC. Bradley specializes in working with high-net-worth individuals, corporations, and insurance companies. Bradley offers a variety of services to clients, including financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

LPL Financial LLC

location

SANTA YNEZ, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Sicoff is an active broker-dealer and investment advisor representative registered with LPL Financial LLC in Santa Ynez, California. Bradley Sicoff has over 25 years of experience in the financial services industry, having worked with several firms. He is currently registered in 27 states and holds Series 6, 7, 63, and 66 securities licenses. Bradley Sicoff specializes in providing financial planning, portfolio management, and insurance services to individuals and businesses. He is committed 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC

location

WOODLAND HILLS, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brady Tomer Welles is an investment advisor representative at Cetera Investment Advisers LLC. Brady has been in the securities industry since September 13, 2020. Brady is registered with the state of California as a registered investment advisor representative. Brady Tomer Welles has Series 66, Series 7TO and SIE licenses. Previous experience includes working at Avantax Investment Services, Inc., and Canyon Oak Financial.

SPECIALIZATIONS

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

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