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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

J.p. Morgan Securities LLC

location

DUBLIN, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brighton Chaguma is a financial professional licensed in California. Brighton's professional career began in 2015, and they have experience with J.p. Morgan Securities LLC. Brighton works primarily with individuals and corporations and has experience in the areas of financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brigido Trujillo martin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the securities industry since November 23, 2020. Brigido Trujillo martin is licensed in 36 states and is registered with the Financial Industry Regulatory Authority (FINRA). Brigido Trujillo martin is also registered as an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Brigido Trujillo martin has passed the Series 7TO, SIE and Series 66 examinations.

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

J.p. Morgan Securities LLC

location

HAYWARD, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Briseyda Janeth Flores Calderon is a registered representative with J.P. Morgan Securities LLC in Hayward, California. Briseyda has been in the financial industry for 12 days. Briseyda holds the Series 63, Series 6TO, and SIE licenses. Briseyda specializes in investments.

SPECIALIZATIONS

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

SAN DIEGO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Britney Lundgren is a financial advisor with LPL Financial LLC. She is based in San Diego, California and has been in the industry since September 5, 2016. Britney is licensed to provide investment advice in California. Previously, she was employed by WELLS FARGO CLEARING SERVICES, LLC. Britney holds Series 6, 7, 63, 65, SIE and 99TO licenses and has specialized in financial planning, portfolio management, and pension consulting.

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

VACAVILLE, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Britni M. Hastings is a registered representative with J.P. Morgan Securities LLC. Britni has been working in the financial industry since 2012 and holds Series 6, 7, 63, and 66 licenses. Britni is registered to provide financial advice in Arizona, California, Colorado, Florida, Illinois, Nevada, North Carolina, Oregon, Texas, Utah, and Washington.

SPECIALIZATIONS

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Britt Stephens is a registered representative with LPL Financial LLC and has been active in the securities industry since November 2009. Britt Stephens's experience includes working with WADDELL & REED. Britt Stephens currently holds registrations in 36 states for securities and in 22 states for 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Regatta Capital Group, LLC | CFA ® (Certifications)

location

EL SEGUNDO, CA

0 Disclosures

ADVISOR BIO

Britt Joyce is a financial advisor and Investment Advisor Representative at Regatta Capital Group, LLC, located in El Segundo, CA. Britt holds the Chartered Financial Analyst designation. Britt works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, pooled investment vehicles and other clients. Britt's firm offers portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and coaching services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
COACHING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Citigroup Global Markets Inc.

location

San Francisco, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brittany De la cerna is a registered representative with Citigroup Global Markets Inc. and has been in the securities industry since November 2023. Brittany is registered in 53 states and has a Series 79TO, Series 63, and SIE. Brittany specializes in a variety of areas, including investment advice, asset allocation advice, financial planning, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Brittany Ivie Mangrum is a financial advisor at Beacon Pointe Advisors, LLC. Brittany has been in the financial industry since 2011 and holds the Certified Financial Planner designation. Brittany has experience working at various financial institutions, including Gordon, Fishburn & Major, LLC and Brentwood Advisory Group, LLC. Brittany's current role at Beacon Pointe Advisors, LLC involves providing financial planning and consulting services to individuals, businesses, and charitable organizations. Brittany's specializations include investment management, retirement planning, estate planning, insurance planning, and tax planning. Brittany is committed to providing her 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
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Clarity Capital Partners

location

NEWPORT BEACH, CA

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brittany Slater-gautreau is a financial advisor with Clarity Capital Partners. Brittany has been in the financial services industry since 2015 and holds a Series 7, Series 63, Series 65, and SIE licenses. Brittany has experience providing financial planning, portfolio management, and selection of other advisers to individuals, corporations, and pooled investment vehicles. In addition to Clarity Capital Partners, Brittany also provides advisory services to Zandt Holdings LLC and Tenacity, Inc.

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

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