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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

MANTECA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Ahinga is a registered representative with J.P. Morgan Securities LLC. Brandon has been in the industry since October 24, 2022. Brandon holds the Series 63, Series 6TO, and SIE licenses. Brandon is registered with the state of California. Brandon is located at 115 W CENTER STREET, MANTECA, CA 95336. J.P. Morgan Securities LLC is a registered broker-dealer and investment advisor with offices nationwide.

SPECIALIZATIONS

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

LPL Financial LLC

location

LONG BEACH, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Scott is a financial advisor registered with LPL Financial LLC and has been in the industry since 2022. Brandon Scott holds the Series 66, Series 7TO, and SIE licenses and is registered in California. Brandon Scott is also licensed as a Tax Preparer. Brandon Scott is a registered investment advisor with LPL Financial LLC in Long Beach, California. The firm specializes in providing a variety of financial services to individuals, businesses, charitable organizations, and high-net-worth clients. The firm's advisory services include financial planning, portfolio management, pension consulting, and other non-discretionary advisory 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

SAN DIEGO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Arnold Johnson-temores is a financial advisor at LPL Financial LLC. Brandon has been in the industry since 2015 and is a registered representative with FINRA and a licensed agent. Brandon specializes in financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory 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

Principal Securities, Inc.

location

Roseville, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brandon G. Prior is a financial advisor who is registered with Principal Securities, Inc. Brandon has been in the industry since July 2013. Brandon is licensed to provide advisory services in California and Texas. Brandon also has experience in the insurance industry.

SPECIALIZATIONS

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

Brio Financial Group | CFP ®,CFC ® (Certifications)

location

San Francisco, CA

disclosure

1 Disclosures

ADVISOR BIO

Brandon Jay Miller is a financial advisor registered with Brio Financial Group. Brandon has been working in the financial services industry since March 2000. Brandon has passed the Series 66, Series 7 and SIE exams. Brandon is a Certified Financial Planner and a Chartered Financial Consultant. Brandon has experience working with high-net-worth individuals, corporations or other businesses and individuals other than high-net-worth.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

REDDING, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Hanson is a financial advisor with over 2 years of experience in the financial services industry. Brandon is currently registered with J.P. Morgan Securities LLC and is licensed to provide financial advice in California. Brandon specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Prior to joining J.P. Morgan Securities LLC, Brandon was with Morgan Stanley.

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 | CFP ® (Certifications)

location

FRESNO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Scott Schwartz is a financial advisor with over 20 years of experience in the industry. Brandon is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2010. Prior to that, Brandon worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., WELLS FARGO INVESTMENTS, LLC and MORGAN STANLEY DW INC. Brandon is a CERTIFIED FINANCIAL PLANNER™ professional.

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

Edward Jones | CFP ® (Certifications)

location

REDDING, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Brandon John Pereira is a financial advisor with Edward Jones and has been in the industry since 2001. Brandon is licensed to provide investment advice in 26 states including California and Texas, and has a Series 7, 63 and 66 licenses as well as the SIE exam. Brandon has 2 active state registrations, 2 active Investment Adviser Representative registrations and 23 state Broker-Dealer registrations. Brandon holds a CFP designation and has experience in investment planning, pension consulting and portfolio management for individuals and businesses. Brandon is also involved in other business activities including farming and rental properties.

SPECIALIZATIONS

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

Prospera Financial Services, Inc.

location

Fortuna, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Brandon James Stockman is an Investment Advisor Representative with Prospera Financial Services, Inc. Brandon is a seasoned financial professional with over 16 years of experience in the industry. Brandon holds the Series 66, Series 7 and SIE licenses and specializes in providing financial planning, portfolio management and retirement planning for individuals and families, as well as businesses, corporations, and charitable organizations. Prior to joining Prospera Financial Services, Inc., Brandon worked with CETERA ADVISOR NETWORKS LLC and Summit Brokerage Services, Inc. Brandon currently has offices in Fortuna, CA.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC | CFP ®,CFC ® (Certifications)

location

REDLANDS, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Estrada is a financial advisor with J.p. Morgan Securities LLC, with offices in Redlands and Moreno Valley, California. Brandon has been in the financial industry since 2012, working previously with Chase Investment Services Corp. He holds a Series 6, 7TO, 63, and 66 licenses. Brandon holds the designations of Certified Financial Planner and Chartered Financial Consultant, and specializes in financial planning for individuals, families, and businesses.

SPECIALIZATIONS

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

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