Invested Better
Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

YUBA CITY, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Lee Tindol is a registered representative with j.p. morgan securities llc and has been in the financial industry since May 2019. Brandon is licensed in California and has passed the Series 63, Series 6TO, and the SIE exams. Brandon is a financial advisor who specializes in investment advisory services and has a strong track record of providing financial planning, pension consulting, and selection of other advisors to clients.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

SAN FRANCISCO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Michiyuki Nakamura is a registered investment advisor representative in California, Hawaii, Texas, and Virginia. Brandon is associated with Equitable Advisors, LLC and has been in the industry since October 3, 2017. Brandon has passed the Series 66, Series 7, and SIE exams. Brandon is a specialist in retirement planning, college savings, estate planning, and insurance. Brandon is committed to helping individuals and families 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

Edelman Financial Engines

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Brandon Alexander Bell is a financial advisor with Edelman Financial Engines. Brandon has been working in the financial services industry since 2011. Brandon has a Series 66 license as well as a Series 7 license. Brandon has experience working with high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Prior to joining Edelman Financial Engines, Brandon worked at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and E*TRADE Securities LLC.

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

Cetera Investment Advisers LLC

location

IRVINE, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brandon An is an investment advisor representative with Cetera Investment Advisers LLC and has been in the industry since April 2017. Brandon is registered with the state of California and has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Brandon holds a total of 1 SRO registration, 1 FINRA registration, and 1 state registration. Cetera Investment Advisers LLC is a registered investment advisor and has a total of 6,626 registered representatives and 6,645 investment advisor representatives.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALO ALTO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Martinez-larragoiti is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since July 16, 2010. Brandon has been registered with the state of California since August 25, 2010, and is also registered with several other states. Brandon is a Series 66 and Series 7 licensed financial advisor.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Raymond James & Associates, Inc.

location

Los Angeles, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brandon N. Bassell is a financial advisor who has been in the industry since 2014. He is currently registered with Raymond James & Associates, Inc. in Los Angeles, California. Previously, Brandon N. Bassell worked at Blaylock Van, LLC, ICE BONDS SECURITIES CORPORATION, and TMC BONDS L.L.C. He holds the SIE, Series 7, Series 52, and Series 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Edward Jones | CFP ® (Certifications)

location

Calabasas, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brandon James Hines is a financial advisor with Edward Jones. Brandon has been in the financial services industry since November 2018. Brandon holds the Series 7, Series 66, and SIE licenses. Brandon is registered to provide securities and investment advisory services in 24 states. In addition to working with Edward Jones, Brandon is also a Certified Financial Planner. Brandon specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Los Angeles, CA

experience

29 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Brandon Bay is a financial advisor with Ameriprise Financial Services, LLC. Brandon has been in the financial services industry since February 1996. Brandon is registered with the state of California as both a broker-dealer and an investment advisor. Brandon holds several licenses, including Series 6, 7, 24, 63, and 65. Brandon is affiliated with Ameriprise Financial Services, LLC, and has been with the firm since December 2022. Brandon is also affiliated with Equitable Advisors, LLC, and was with the firm since September 1999 until December 2022. Brandon has experience in providing financial planning, portfolio management, and asset allocation services. Brandon is also involved in real estate ownership and insurance brokering.

SPECIALIZATIONS

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

IMA Advisory Services, Inc.

location

Pasadena, CA

0 Disclosures

ADVISOR BIO

Brandon Glen Burroughs is a financial advisor with IMA Advisory Services, Inc. located in Pasadena, CA. Brandon is a registered investment advisor representative in the state of California and has been in the industry since 2012. Brandon specializes in providing financial planning, portfolio management, and pension consulting services. Brandon is a Series 6 and 63 licensed professional and has worked with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Brandon's previous experience includes working at FINANCIAL TELESIS INC. in Pasadena, CA. Brandon is also an Assistant Vice President at Bolton (an IMA Company) where Brandon provides employee benefits, insurance, and risk management services.

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

Need help matching

with the right advisor?