Invested Better
Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RIVERSIDE, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Foster is an active investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. in RIVERSIDE, CA. Christopher has been in the securities industry since February 21, 2015. Christopher holds FINRA registrations as a General Securities Representative (Series 7), Securities Industry Essentials Examination (SIE) and the Uniform Combined State Law Examination (Series 66). Christopher has a total of 15 state registrations. Christopher's firm is Merrill Lynch, Pierce, Fenner & Smith Inc. which is based in New York, New York, and manages approximately $10 billion to $50 billion in assets.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN MATEO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Inthavong is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the securities industry since January 9, 2016. Christopher is registered with the state of California and Texas. Christopher has passed the Series 66, Series 7 and the SIE exams. Previously Christopher worked with NYLIFE Securities LLC and Waddell & Reed. Christopher also has experience with Enterprise Holdings, Brody, Walsh, Brody and Bank of America, N.A. Christopher provides services such as portfolio management for businesses and individuals, selection of other advisors, and educational seminars.

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

Empirical Wealth Management | CFP ®,CFA ® (Certifications)

location

Irvine, CA

0 Disclosures

ADVISOR BIO

Christopher Michael Auten is a financial advisor based in Irvine, California. Christopher holds Series 63 and 65 securities licenses and a Series 7 general securities representative license. Christopher has experience with many areas of financial planning including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Christopher has experience with high net worth individuals and pooled investment vehicles. Christopher currently works for Empirical Wealth Management, an independent registered investment advisor, and has over 10 years of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREPARATION AND INSURANCE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

PASADENA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Flores is a financial advisor with over 10 years of experience in the industry. Christopher is currently registered with LPL Financial LLC and has a Series 7 and Series 66 license, along with the SIE exam. Christopher has worked with a variety of clients, including individuals, families, corporations, and charitable organizations. Christopher offers a range of financial services, including financial planning, portfolio management, and investment advisory services. Christopher has a strong track record of success and is committed to providing his clients with personalized and comprehensive financial solutions.

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

CONCORD, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Collins is a financial advisor with over 10 years of experience in the industry. Christopher is registered with Assetmark, Inc. and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Christopher specializes in investment advisory services, retirement planning, and financial planning. Christopher is also a registered representative of Assetmark Brokerage, LLC.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

CHINO HILLS, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Calagna is a financial advisor with LPL Financial LLC based in Chino Hills, California. Christopher has over 14 years of experience in the financial services industry. He specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Christopher holds Series 6, 7, 63, and 65 licenses and is also a registered representative with the Financial Industry Regulatory Authority (FINRA).

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

Westlake Village, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Venuti is a financial advisor with Morgan Stanley. Christopher has been in the financial services industry since July 28, 1991. He has been registered with Morgan Stanley since January 2014. Christopher has a Series 7, Series 63, and Series 65 license and is also registered in 52 states. Christopher has worked for a number of firms in the past including UBS Financial Services Inc., Lehman Brothers Inc., Bear, Stearns & Co. Inc., Sutro & Co. Incorporated, and Gene Morgan Financial. His experience in the financial services industry gives him a solid foundation in understanding the needs of his clients.

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

Cuso Financial Services, LP

location

SAN DIEGO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Gabrys is a financial advisor with over 20 years of experience in the industry. He holds a Series 63, 65, 7, 31, and SIE license. Christopher has been registered with Cuso Financial Services, LP since January 2013. Prior to that, he worked at CUNA Brokerage Services, Inc. and Citigroup Global Markets Inc.. Christopher specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Christopher is committed to providing his clients with personalized financial advice and helping them reach 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
Unclaimed

Worthpointe | CFP ® (Certifications)

location

RAMONA, CA

0 Disclosures

ADVISOR BIO

Christopher Vanslyke is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Worthpointe, LLC and Constitution Wealth LLC. Christopher holds the Series 7 and Series 63 securities licenses, and the Series 65 investment advisor license. Christopher also holds the Certified Financial Planner designation. Christopher works with both individuals and businesses. Christopher specializes in retirement planning, college savings, and estate planning. Christopher's practice is focused on providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISER SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PASADENA, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Consiglio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher is registered with FINRA and has been in the industry since October 2022. Christopher specializes in providing financial planning, portfolio management and investment services to a range of clients, including individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, corporations and other organizations. Christopher has a broad range of experience in financial markets and holds several professional designations.

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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