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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Gallagher Wealth Management

location

DANVILLE, CA

0 Disclosures

ADVISOR BIO

Christopher Gallagher is an investment advisor representative with Gallagher Wealth Management. Christopher has been in the financial industry since 1997 and has experience in financial planning, portfolio management, and pension consulting. Christopher is registered in California and Texas and has a Series 7, Series 24, and Series 63 license. Gallagher Wealth Management is a Registered Investment Advisor firm based in Danville, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

MURRIETA, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Hart is a financial advisor with Raymond James Financial Services Advisors, Inc. Christopher has been in the industry since October 2014 and holds a Series 66, Series 7, and SIE license. Christopher's firm has over 6500 clients and manages more than $344 billion in assets.

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

Rockefeller Financial LLC

location

San Francisco, CA

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Farr is a financial advisor with over 10 years of experience in the industry. Christopher currently works at Rockefeller Financial LLC, where he provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Christopher has been registered with the state of Colorado as an investment advisor representative since February 2021 and is also registered in Texas as an investment advisor representative. Christopher holds the Series 66, Series 7, and the SIE licenses. Christopher previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Regal Investment Advisors LLC

location

Chico, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Hoxie is a registered investment advisor representative with Regal Investment Advisors LLC, a firm based in Kentwood, MI. Christopher has been active in the financial services industry since June 14, 2012. Christopher is a licensed insurance agent at American Senior Benefits and has worked with ProEquities, Inc., and Bankers Life Securities, Inc. Christopher is licensed to provide financial advice in California, Texas, Arizona, Idaho, Nevada, and Wisconsin.

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

WESTLAKE VILLAGE, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Inglehart is an active registered representative with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry since June 2020 and has a Series 7TO, Series 66, and SIE license. Christopher specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Christopher is also an active advisor with Morgan Stanley.

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

Centaurus Financial, Inc. | CFC ® (Certifications)

location

HUNTINGTON BEACH, CA

experience

32 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Christopher Haberl has been in the financial industry since September 1992 and is currently registered with Centaurus Financial, Inc.. Christopher is a financial consultant, and a member of the Financial Industry Regulatory Authority (FINRA). Christopher has held various positions in the financial industry, including positions at LPL FINANCIAL LLC, SECURITIES AMERICA, INC., and PACIFIC COAST FINANCIAL SECURITIES, INC.. Christopher holds a variety of professional designations, including Chartered Financial Consultant. Christopher provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

San Diego, CA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Blaszyk is a financial advisor with LPL Financial LLC, having joined the firm in September 2024. Christopher has been in the financial industry since March 1992. Christopher has been licensed in Florida, Colorado and California and has worked previously with Investors Capital Corporation, Independent Financial Group, LLC, MML Investors Services, Inc., and G. R. Phelps & Co., Inc. In addition to his role as a financial advisor, Christopher is a property owner and manages a real estate rental business in Poway, California. Christopher holds Series 63, Series 7 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

MML Investors Services, LLC

location

Roseville, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Nunn is a financial advisor with MML Investors Services, LLC. Christopher has been in the industry since March 4, 2007, and is licensed in California and Texas. Christopher's experience includes work with Cambridge Investment Research, Inc. and NYLIFE Securities LLC. Christopher offers a variety of financial services, including financial planning, pension consulting, educational seminars, asset allocation programs and portfolio management for individuals and businesses.

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

Kingswood Wealth Advisors, LLC

location

SAN DIEGO, CA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Thomas Doyle has been a registered investment advisor since July 21, 1987. Christopher is a securities professional with over 35 years of experience in the financial services industry. He is currently registered with Kingswood Wealth Advisors, LLC. Christopher has also worked with Securities America, Inc., Benchmark Investments, LLC, and Next Financial Group, Inc.. Christopher is a licensed securities professional in the states of Massachusetts, Ohio, and Virginia. Christopher's areas of specialization include investment management, financial planning, and consulting.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SACRAMENTO, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Castillo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Sacramento, CA. Christopher has been in the industry since 1993 and is licensed to provide investment advice in multiple states. In addition to providing investment advisory services, Christopher also has experience in securities sales and trading, and is a member of the Marine Corps League Detachment #940 Folsom, CA. He is a member of the Former Agents of the FBI Foundation, Sacramento Chapter and has been a member of the Federal Bureau of Investigation.

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

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