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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WALNUT CREEK, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Godvin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in WALNUT CREEK, CA. Christopher has been in the financial services industry since 1994 and has experience with various firms, including UBS Securities LLC, BEAR, STEARNS & CO. INC., FULCRUM GLOBAL PARTNERS LLC, and SCHWAB CAPITAL MARKETS L.P. Christopher holds the Series 7, 24, 55, 63, and 65 licenses, as well as SIE certification, and has been registered in 48 states and the District of Columbia.

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

LA JOLLA, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Bostick is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in LA JOLLA, CA. Christopher has been in the industry since 2012 and is registered in several states. Christopher works with a variety of clients, including individuals, corporations, and institutions. Christopher provides a range of services, including investment management, financial planning, and retirement planning. Christopher has a strong track record of success and is committed to helping clients achieve their financial goals.

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

LPL Financial LLC | CFP ® (Certifications)

location

WEST SACRAMENTO, CA

experience

22 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Christopher Bradford is a financial advisor with LPL Financial LLC and has been in the industry since October 2002. Christopher has a wide range of experience in the financial services industry and specializes in financial planning, portfolio management, and consulting services. Christopher is a Certified Financial Planner and is registered to provide financial advice in multiple states.

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

Regency Investment Advisors Inc. | CFP ® (Certifications)

location

FRESNO, CA

0 Disclosures

ADVISOR BIO

Christopher Comstock is an investment advisor representative with Regency Investment Advisors Inc. Christopher is registered in California and Texas. Christopher is licensed in the state of California with a Series 65 license, and has 14 years of experience in the industry. Regency Investment Advisors Inc. is a registered investment advisor with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $877 million in assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

REDONDO BEACH, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Jerome Cataldi is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since May 1985 and has been with Ameriprise Financial Services, LLC since September 2005. Christopher has a strong background in investments and financial planning, and is committed to helping clients achieve their financial goals. Christopher holds a Series 6, 7, 22 and 66 license, and has extensive 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Lodi, CA

experience

38 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Christopher Olsen is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the industry for 37 years and holds several licenses and certifications, including the Series 63, Series 7 and the SIE exam. Christopher is a registered investment advisor in California, Arkansas, Colorado, District of Columbia, Idaho, Indiana, Iowa, Michigan, Missouri, Nevada, Oregon, Tennessee, Texas, Utah and Washington. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and asset allocation services.

SPECIALIZATIONS

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

Oakland, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Chequer is an active Investment Advisor Representative and Registered Representative at Morgan Stanley, in Oakland, California. Christopher Chequer has been in the industry since 2018 and has licenses in 33 states and 2 IA states. Christopher Chequer has passed the SIE, Series 7 and Series 66 exams. Christopher Chequer has a strong background in financial services, with experience at Edward Jones, Wells Fargo Advisors, and Specialty's Cafe and Bakery. Christopher Chequer is also a guest bartender in San Francisco.

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

Wells Fargo Clearing Services, LLC

location

BEVERLY HILLS, CA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Nornberg is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Wells Fargo Clearing Services, LLC, where he provides investment advisory services to individuals and businesses. Christopher has a strong background in investment management, financial planning, and retirement planning. He is dedicated to helping his clients achieve their financial goals.

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

Harborlight Investments, LLC | CFP ® (Certifications)

location

EL CERRITO, CA

0 Disclosures

ADVISOR BIO

Christopher Vincent Sheehy is an Investment Advisor Representative at Harborlight Investments, LLC. Christopher has been in the financial services industry since March 2011 and has a Series 7, Series 63 and Series 65 license. Christopher is a Certified Financial Planner and offers financial planning, pension consulting and portfolio management for individuals. Harborlight Investments, LLC is a Registered Investment Adviser with the SEC and has approximately 289 clients. Christopher's current office is located in El Cerrito, CA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
FINANCIAL CONSULTING
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PASADENA, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher James Andrews is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has over 20 years of experience in the financial services industry and holds a Series 6, 7 and 66 licenses. Christopher's primary focus is on providing investment advice and portfolio management services to individuals, corporations and charitable organizations. Christopher has also worked for BANC of America Investment Services, INC. and BA INVESTMENT SERVICES, INC.

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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