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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Cetera Investment Advisers LLC

location

NEWPORT BEACH, CA

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brian Freeman is a financial advisor who has been in the industry since 1986. Brian is currently registered with Cetera Investment Advisers LLC. Brian has also previously been registered with Securian Financial Services, Inc. and Consolidated Resources, Inc. Brian is licensed in a number of states and has a variety of financial designations. Brian is committed to providing 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

UBS Financial Services Inc.

location

WALNUT CREEK, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brian Lopipero is a registered representative with UBS Financial Services Inc. Brian has been in the industry since December 2020 and holds Series 63, Series 7TO and Series 6TO licenses. Brian has experience with J.P. Morgan Securities LLC.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

MANHATTAN BEACH, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Brian Vahan Bozajian is a registered representative with MML Investors Services, LLC. Brian has been in the financial services industry since February 20, 1995. Prior to joining MML Investors Services, LLC, Brian was a registered representative with NATIONAL PLANNING CORPORATION. Brian is also a Series 6 licensed representative. Brian's primary office is located at 1001 SIXTH STREET, SUITE 100 in MANHATTAN BEACH, 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 PROGRAMS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

42 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Brian Dean Ludwick is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian is an active advisor registered in 53 states and the District of Columbia. Brian has been working in the securities industry since 1982. Brian is also registered as an Investment Advisor Representative in Kentucky, Pennsylvania, Texas, and West Virginia. Brian is currently affiliated with the LOS ANGELES branch office of Merrill Lynch.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brian Varian is a financial advisor at LPL Financial LLC in SAN DIEGO, CA. Brian specializes in investment advisory services for individuals and businesses. Brian has been in the industry since 2015 and holds the Series 6, Series 63 and SIE licenses.

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 Francisco, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Brian Robert Peter has been in the financial services industry since December 2, 1993. Brian is a Registered Representative with Morgan Stanley and has been with the firm since June 1, 2009. Before that, Brian was a Registered Representative with CITIGROUP GLOBAL MARKETS INC. Brian is licensed to provide investment advice in California and Texas. Brian has passed the Series 63, Series 65, Series 7, and Series 31 examinations.

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

Accelerate Retirement

location

ALISO VIEJO, CA

0 Disclosures

ADVISOR BIO

Brian Keith Brummell is a financial advisor who specializes in providing comprehensive financial advice to individuals, businesses, and retirement plans. Brian has extensive experience in the financial services industry, having worked with several reputable firms, including Nuveen Securities, LLC, First Union Securities, Inc., and First Union Brokerage Services, Inc. Currently, Brian is registered with Accelerate Retirement, a firm dedicated to helping clients reach their financial goals through a variety of services, including financial planning, pension consulting, and portfolio management. Brian is committed to providing personalized advice and strategies to help clients achieve their financial objectives.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brian Mahoney is a financial advisor at Commonwealth Financial Network and has been in the financial industry since 2024. Brian Mahoney is registered with FINRA and holds the Series 7TO and SIE licenses. Brian Mahoney specializes in providing financial advice for individuals, businesses, high net worth individuals, pension and profit sharing plans, charitable organizations and corporations. Commonwealth Financial Network is a well-respected firm with a strong reputation in the financial industry. The firm offers a wide range of financial services to its clients, including financial planning, portfolio management, and investment advisory 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
Unclaimed

Pure Financial Advisors, LLC | CFP Ā® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Brian Wolff is a financial advisor with over 10 years of experience in the financial services industry. Brian is a Certified Financial Plannerā„¢ professional and a Registered Investment Advisor. Brian has previously worked with WWM Financial and is currently with Pure Financial Advisors, LLC. Brian focuses on providing financial advice and investment management services to individuals, families, and small businesses.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

RANCHO SANTA FE, CA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Orrico is a financial advisor with over 30 years of experience in the industry. Brian currently works at Robert W. Baird & Co. Inc., where Brian is registered as a broker-dealer in California, Florida, Texas, and Washington. Brian has worked at a number of financial firms, including MCADAMS WRIGHT RAGEN, INC., RBC DAIN RAUSCHER INC., DAIN RAUSCHER INCORPORATED, KIDDER, PEABODY & CO. INCORPORATED, PRUDENTIAL-BACHE SECURITIES INC., and DREXEL BURNHAM LAMBERT INCORPORATED. Brian holds a Series 3, 7, 63, and 65 license. Brian's expertise includes providing investment advice to individuals, corporations, investment companies, and pooled investment vehicles. Brian also offers financial planning, pension consulting, and educational seminars.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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