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

Ameriprise Financial Services, LLC

location

ROSEVILLE, CA

experience

46 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Craig Vernon Parker is a financial advisor with over 40 years of experience in the financial services industry. Craig currently works with Ameriprise Financial Services, LLC, a firm with over $1 trillion in assets under management. Craig has been with Ameriprise Financial Services, LLC since 2017 and has a strong track record of success. Craig's specialties include financial planning, asset allocation services, and portfolio management for individuals and businesses. Craig is registered to provide investment advice in several states across the country and has a strong reputation for providing personalized financial guidance 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

Carlsbad, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Craig Mitchell Kaiser is a financial advisor at Morgan Stanley. Craig has been in the securities industry since 2007. Craig is registered in several states including California, Texas, and New York. Craig provides financial and investment advice to individuals, businesses, and institutions. Craig is a Series 7, 63, and 66 licensed representative.

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

Integrated Wealth Concepts LLC

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Craig Ima is a financial advisor with Integrated Wealth Concepts LLC, specializing in financial planning and investment management for individuals. Craig Ima is registered with the state of California as an Investment Advisor Representative. Craig Ima has been in the financial services industry since 2008 and has experience in both marketing and finance. Prior to joining Integrated Wealth Concepts LLC, Craig Ima worked as Chief Marketing Officer for Windes Inc., a CPA firm. Craig Ima’s firm, Integrated Wealth Concepts LLC, is a Registered Investment Advisor (RIA) with a focus on providing financial planning and investment management services to individuals, corporations, and families. Integrated Wealth Concepts LLC manages approximately $13.5 billion in assets for over 22,700 clients.

SPECIALIZATIONS

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

Santa Rosa, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Craig Randal Franklin is a registered investment advisor representative with Morgan Stanley. Franklin has been in the industry since 1994 and is registered with the state of California as well as several other states. Franklin has a wide range of experience and holds several licenses including Series 7, 31, 63, and 65. Prior to joining Morgan Stanley, Franklin was an investment advisor representative for Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Franklin is committed to providing personalized financial advice and investment management services to individuals, families, and businesses.

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

Stifel, Nicolaus & Company, Inc.

location

IRVINE, CA

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Skelly is a financial advisor with Stifel, Nicolaus & Company, Inc. Craig Skelly has been in the industry for over 38 years and has been registered with Stifel, Nicolaus & Company, Inc. since 2013. Craig Skelly is also registered with the state of Texas. Prior to working at Stifel, Nicolaus & Company, Inc. Craig Skelly was employed by MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, and DEAN WITTER REYNOLDS INC. Craig Skelly provides financial planning, portfolio management, and pension consulting services. Craig Skelly also provides educational seminars and selection of other advisers. Craig Skelly has a wide range of experience in the financial services industry and has a strong commitment to providing excellent service to his clients. Craig Skelly holds a Series 3, Series 7, and Series 63, and Series 65 license.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PASO ROBLES, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Craig Stephen Bonelli jr. is a financial advisor with Stifel, Nicolaus & Company, Inc., and has been in the financial services industry since November 2008. Craig is registered with the state of California and Texas. Craig is licensed to provide investment advice in a number of states. Craig has experience in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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 Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

Pleasanton, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Craig Parker Bonnifield is a registered investment advisor representative with MML Investors Services, LLC and has been in the industry since 2007. Craig is licensed in 20 states and holds the Series 7, Series 66, and SIE exams. Craig is currently located in Pleasanton, CA. Craig also manages Franklin Park Wealth Management and is a CEO/Owner of this firm.

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

LPL Financial LLC

location

LIVERMORE, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Craig Peter Rochin is a financial advisor with LPL Financial LLC, based in Livermore, California. Craig has been in the financial industry since 1995, and has a wide range of experience in providing financial advice to individuals, families, and businesses. Craig is registered to provide investment advice in multiple states and holds various securities licenses. In addition to his work with LPL Financial LLC, Craig also provides life insurance through Ohio National Life. Craig is dedicated to helping clients reach their financial goals and can assist with a variety of financial planning needs.

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

Wells Fargo Advisors Financial Network, LLC

location

ALAMO, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Craig Bacharach has been in the financial services industry since 1985. Craig is currently registered with Wells Fargo Advisors Financial Network, LLC. Craig has a long history of working in the financial services industry, including experience with Prudential Securities Incorporated, Baraban Securities, Inc., and Wells Fargo Clearing Services, LLC. Craig holds the Series 7, Series 63, and Series 65 licenses and has been licensed in several states across the country. Craig is a partner in VMB INC., a family-owned partnership that invests in real estate and assets.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Cohn is an investment advisor representative with LPL Financial LLC. Craig has been in the financial industry since 2001 and has experience with Independent Financial Group, LLC, Commonwealth Financial Network, and Financial Network Investment Corporation. Craig has registered in 27 states and is currently active in both broker-dealer and investment advisor capacities. Craig has taken the Series 7, Series 66 and SIE exams. Craig offers investment advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.

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

Need help matching

with the right advisor?