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Financial Planning Services Advisors in California
35,804 Results
Unclaimed
location

Pleasanton, CA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bryan Furlong is a financial advisor who has been in the industry since February 7, 1985. Bryan is currently registered with Morgan Stanley in Pleasanton, California. Bryan holds a Series 7, Series 63, and SIE licenses, and is registered in 41 states. Bryan's previous experience includes working for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and First Jersey Securities, Inc. Bryan specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, families, corporations, 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
ASSET ALLOCATION ADVICE
Unclaimed

Gerber Kawasaki Wealth & Investment Management

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Bryan Anthony Miranda is an investment advisor representative at Gerber Kawasaki Wealth & Investment Management in Santa Monica, California. Bryan Anthony Miranda has been in the securities industry since August 2008. Bryan Anthony Miranda is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Elk Grove, CA

experience

35 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bryan Chew is a financial advisor with Commonwealth Financial Network. Bryan has been in the financial services industry since January 22, 1990. Bryan has a strong background in providing financial planning services to individuals and businesses. Bryan also has a Series 7, Series 24 and Series 63 licenses. Bryan's office is located at 2234 Longport Court Suite 110 in Elk Grove, CA. The office can be reached by phone at 916-428-2400. Bryan is committed to providing his clients with personalized financial advice that helps them 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
Publication of Financial Periodicals
Unclaimed

Pasadena Private Wealth, LLC

location

Exeter, CA

0 Disclosures

ADVISOR BIO

Bryan Muth is an Investment Advisor Representative at Pasadena Private Wealth, LLC. Bryan has been in the financial services industry since June 2004. Bryan has a Series 7, 66, 31, and SIE license and is registered to provide investment advisory services in California. Bryan has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Purshe Kaplan Sterling Investments, and Pensionmark Securities, LLC. Bryan specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

GLENDORA, CA

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bryan Cunningham is a financial advisor with Cetera Investment Advisers LLC. Bryan has been in the financial services industry since 1997. Bryan holds the Series 6, 7, 24, 26, 51 and 66 securities licenses and is registered with the state of California and Texas. Bryan has previously worked with NYLIFE SECURITIES LLC, ONEAMERICA SECURITIES, INC., MML INVESTORS SERVICES, INC., AIG FINANCIAL ADVISORS, INC. and SUNAMERICA SECURITIES, INC.. Bryan offers financial planning, pension consulting, and educational seminars to individual and business clients.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

IRVINE, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Matthew Parkinson is a financial advisor at Wells Fargo Clearing Services, LLC. Bryan has been in the financial industry for over 12 years and holds several licenses and certifications including Series 7, 6, 63, 65, 9, 10 and SIE. Bryan is registered with the state of Minnesota and California as a registered representative and investment advisor representative. Prior to joining Wells Fargo Clearing Services, LLC, Bryan worked at U.S. Bancorp Investments, Inc. in Saint Paul, Minnesota. Bryan is also a real estate owner with a rental property in Mammoth Lakes, California. Bryan is an active member of the financial industry and is committed to providing his clients with the best possible financial advice.

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

ARCATA, CA

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bryan Plumley is a financial advisor at Edward Jones. Bryan has been in the industry since 1998 and has worked with Wachovia Securities Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bryan is registered with FINRA and holds Series 6, 7, 24, 63 and 65 licenses, as well as the SIE designation. Bryan specializes in financial planning and investment management for businesses and individuals.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

ENCINITAS, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Stebel is a financial advisor with LPL Financial LLC. Bryan has been in the financial services industry since 1995. Bryan holds FINRA Series 7, 24 and 63 licenses. Bryan is a Certified Financial Planner. Currently, Bryan is registered in California, Arizona, Colorado, Florida, Idaho, Illinois, New Jersey, New Mexico, Pennsylvania, and Texas. Bryan was previously employed with Cambridge Investment Research, Inc., Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC, BA Investment Services, Inc., Rickel & Associates, Inc., Cruttenden Roth Incorporated, and RAS Securities Corp.

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

LPL Financial LLC

location

Victorville, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Bryanna Gleason is a financial advisor with LPL Financial LLC. Bryanna has been in the industry for over 15 years and has a wide range of experience in helping clients achieve their financial goals. Bryanna holds the Series 7, Series 63, and Series 66 licenses and is registered to provide investment advice in 20 states. Bryanna's previous experience includes working with CETERA INVESTMENT SERVICES LLC and CUNA BROKERAGE SERVICES, INC.

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

Beverly Hills, CA

experience

23 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Bryant K. Scott is a financial advisor with over 20 years of experience in the industry. Bryant is currently registered with Morgan Stanley in Beverly Hills, California. Bryant has previously worked for a variety of firms, including Wells Fargo Clearing Services, LLC, Charles Schwab & Co., Inc. and UnionBanc Investment Services, LLC. Bryant holds a variety of licenses and certifications, including Series 4, 7, 8, 9, 10, 14, 24, 53, 63, 65 and 66. Bryant is also a Registered Options Principal. Bryant has a broad range of experience in the financial services industry, including investment advisory, financial planning, and portfolio management.

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

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