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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Chico, CA

experience

35 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Brett Wayne Meyer is a financial advisor with Ameriprise Financial Services, LLC. Brett has been in the financial services industry since 1990. Brett has a Series 7 and Series 63 license as well as the SIE. Brett has been registered in 22 states. Brett's current branch office is located in Chico, CA.

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
location

San Francisco, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brett Stephens is a financial advisor with Morgan Stanley. Brett has been in the financial services industry since May 2019. Brett is registered with the state of California and Texas. Brett specializes in providing investment advice and financial planning services to individuals, families, and businesses. Brett is a graduate of [insert name of school] and holds a [insert name of degree] degree. Brett is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SAN DIEGO, CA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brett Levinson is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Brett has been in the industry for more than 25 years and has experience in a variety of financial services. Brett provides financial planning and portfolio management services to individual and business clients. Brett also has experience in pension consulting and selecting other advisors.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Roseville, CA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brett Michael MacAuley is a financial advisor with Ameriprise Financial Services, LLC. Brett has been in the financial industry since 1993 and holds Series 6, 7, 24, 63, and 65 licenses. Brett works with clients of all types, including individuals, families, businesses, and trusts. Brett specializes in financial planning, asset allocation, and investment management.

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

Transamerica Retirement Advisors, LLC

location

San Clemente, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brett Gallinger is a financial advisor with Transamerica Retirement Advisors, LLC. Brett has been in the financial services industry since March 28, 2012 and has a strong understanding of financial planning and retirement planning. Brett specializes in advising individuals and businesses on their investment needs. Brett is registered with the state of California.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

42 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brett Wilson Everhart is a financial advisor with Raymond James Financial Services Advisors, Inc. Brett has been in the industry since 1982. Brett has a total of 29 state registrations, 2 approved IA state registrations, and 1 approved FINRA registration. Brett holds Series 7, Series 63, Series 24, Series 53 and Series 65 licenses. Brett is a Certified Financial Planner. In addition to Brett's current role at Raymond James Financial Services Advisors, Inc., Brett also has a number of other business relationships. Brett's other business activities include working as an agent for Addison Avenue, selling non-variable insurance, and serving as an Associate/Employee for Addison Avenue Investment Services and First Tech Fed Credit Union. Brett provides financial planning services for CU members and is a Financial Advisor for the Investment Services Division of the Credit Union.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

NEWPORT BEACH, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brett Frazier is a financial advisor with Raymond James & Associates, Inc. Brett is licensed to provide investment advice in the states of California, Colorado, Connecticut, Florida, North Carolina, and Texas. Brett has been a registered advisor in the securities industry since January of 2023 and has a total of 6 years in the financial services industry. Brett holds the Series 66, Series 7TO, and SIE licenses. Brett provides investment advice for individuals, businesses, and pension and profit-sharing plans. Brett's clients include corporations, individuals, other investment advisors, and pension and profit-sharing plans. Brett also offers financial planning and portfolio management services.

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

Planmember Securities Corp.

location

CARPINTERIA, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Brett Lane Threlkeld is a financial professional with over 20 years of experience in the industry. Brett has been with Planmember Securities Corp. since 2020. Brett has held positions with a number of other financial institutions, including TIAA-CREF, Franklin Templeton, Charles Schwab, and Merrill Lynch. Brett provides a range of services to individual clients, businesses, and institutions, including financial planning, portfolio management, pension consulting, and 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

Aspiriant, LLC | CFP ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Brett Allen Gookin is a financial advisor registered in California and is associated with Aspiriant, LLC. Brett has been in the industry since 1998 and specializes in a wide range of financial services including financial planning, portfolio management, and educational seminars. Brett holds the Certified Financial Planner designation and is a dedicated advisor who is passionate about helping clients achieve their financial goals. Aspiriant, LLC is a well-established firm with a strong focus on providing comprehensive financial advice and solutions for high-net-worth individuals, families, and institutions.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SAN FRANCISCO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Brett Alworth is a financial advisor registered with J.P. Morgan Securities LLC. Brett has been in the industry since 2002 and specializes in providing financial advice to individuals, businesses, high net worth individuals, corporations, and charitable organizations. Brett has a Series 7 and Series 63 license and has been actively registered in 53 states and territories.

SPECIALIZATIONS

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

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