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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Shuster Advisory Group, LLC

location

PASADENA, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Carl Steinhilber is a financial advisor with Shuster Advisory Group, LLC. Carl has been in the financial services industry since 1989 and has extensive experience in the industry. Carl is licensed to provide investment advice in California and South Carolina. He is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA). Carl specializes in providing financial advice to individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, state and municipal government entities, and charitable organizations.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Eagle Strategies LLC

location

SAN MATEO, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Carl Michael Consing is an investment advisor representative with Eagle Strategies LLC. Carl has been active in the financial industry since January 18, 2008. Carl holds Series 7, Series 66 and SIE securities licenses. Prior to joining Eagle Strategies LLC, Carl worked with Ameriprise Financial Services, LLC. Carl is registered with the state of California, Hawaii, Nevada and Texas.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

NEWPORT BEACH, CA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Carl Kawabe is a financial advisor registered with Wells Fargo Clearing Services, LLC. Carl Kawabe has been in the financial services industry since 1995. Carl Kawabe has passed the Series 66 and Series 63 exams and is registered in 27 states. Carl Kawabe also holds the Series 3, Series 7 and SIE licenses. Prior to joining Wells Fargo, Carl Kawabe was registered with Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation.

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

J.p. Morgan Securities LLC

location

EUREKA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Carl Henry Phanord is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since 2023. Carl is registered in California and holds the Series 63, Series 6TO, and SIE licenses. Carl specializes in a wide range of financial services, including financial planning, pension consulting, and portfolio management for both individuals and businesses. Carl is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

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

ONE Capital Management, LLC

location

WESTLAKE VILLAGE, CA

0 Disclosures

ADVISOR BIO

Carl Edward Mueller is an active investment advisor representative with One Capital Management, LLC. Carl has over 29 years of experience in the industry. Carl is registered in Kansas. Carl has been associated with One Capital Management, LLC since May 2021. Previously, Carl was associated with Nations Financial Group, Inc. from May 2003 to May 2021, RBC DAIN RAUSCHER INC. from January 2000 to May 2003, U.S. BANCORP PIPER JAFFRAY INC. from June 1994 to January 2000 and Waddell & Reed, Inc. from June 1988 to June 1994. Carl has passed the Series 6, Series 7, Series 63, Series 65, and SIE exams. Carl holds a designation from SIE. Carl provides advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Carl also provides financial planning and pension consulting services. Carl provides advisory consulting services to two Canadian registered ETFs and a Luxembourg SICAV.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Hightower Advisors, LLC | CFA ® (Certifications)

location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Carl Walter Ludwigson is a financial advisor registered with Hightower Advisors, LLC. Carl has been a financial advisor since 2012 and is registered with the state of California. Carl is a Chartered Financial Analyst and has experience working in financial services. He is currently employed with Hightower Advisors, LLC and has worked with them since September 2021. Carl has previously worked at Bel Air in Los Angeles, CA. Carl specializes in providing financial planning, portfolio management, and treasury management services to a diverse clientele.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Next Financial Group, Inc.

location

SONOMA, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Carl D agostini is a financial advisor with over 15 years of experience in the industry. Carl is currently registered with Next Financial Group, Inc. in California. Carl is a licensed investment advisor representative who offers securities and investment advisory services through Next Financial Group, Inc. Carl is also an insurance agent for SIERRA RIDGE WEALTH MANAGEMENT, offering fixed annuities, life/health, and long-term care insurance. Prior to joining Next Financial Group, Inc., Carl was employed by Edward Jones from 2009 to 2018. Carl has a strong background in financial planning and portfolio management and is committed to providing personalized service to his clients.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

FRESNO, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Carl Anthony Hinds is a financial advisor working with RBC Capital Markets, LLC. Carl Hinds is registered with FINRA (Financial Industry Regulatory Authority) and is licensed in 20 states. Carl has been a registered financial advisor since 2007, and has over 15 years of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

EL SEGUNDO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Carl Leiva is a financial advisor registered with Wells Fargo Clearing Services, LLC. Carl is a seasoned professional with over 15 years of experience in the financial services industry. Carl holds Series 7, 66 and SIE securities licenses. Carl has a broad range of experience advising individuals, families and businesses on a variety of financial planning needs. Carl is registered to provide investment advice in numerous states and jurisdictions.

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

RBC Capital Markets, LLC

location

Greenbrae, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Carl C Ilg is a financial professional with over 20 years of experience in the industry. Carl is currently registered with RBC Capital Markets, LLC. Carl has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and State Farm VP Management Corp. Carl is registered in a total of 32 states and has a Series 7, Series 6, Series 66, and SIE license. Carl's professional experience spans a variety of industries, including banking and financial services. Carl specializes in providing services to high-net-worth individuals, corporations, and institutional clients. Carl's commitment to helping clients achieve their financial goals is reflected in his extensive experience and knowledge of the financial markets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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