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

Wells Fargo Clearing Services, LLC

location

WOODLAND HILLS, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Craig Diamond is a financial advisor registered with Wells Fargo Clearing Services, LLC, in Woodland Hills, California. Craig is registered with both the Securities and Exchange Commission (SEC) and state agencies. Craig has been active in the industry since February 2000 and has a broad range of experience in financial planning, portfolio management, and investment consulting services. Craig Diamond has been with Wells Fargo Advisors LLC since September 2014 and Wells Fargo Clearing Services, LLC, since November 2016. Craig has a track record of success in helping clients reach their financial goals and is committed to providing personalized service.

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

NEWPORT BEACH, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Craig Gordon is a financial professional with over 30 years of experience in the industry. Currently, Craig is a registered representative at RBC Capital Markets, LLC in Newport Beach, California. Previously, Craig has worked at DST Market Services, LLC and National Financial Services LLC. Craig holds various licenses, including Series 7, 24, 27, 4, 52, 53, 63 and SIE. Craig specializes in providing financial and investment services to a variety of clients including high-net-worth individuals, corporations, institutions and charitable organizations.

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

Smith Co. Financial Advisors / Fusion Funds

location

CHINO HILLS, CA

0 Disclosures

ADVISOR BIO

Craig Netzley is a financial advisor with Smith Co. Financial Advisors / Fusion Funds based in Chino Hills, CA. Craig has been in the industry since 2000. Craig holds the following licenses and registrations: Series 7, Series 31, Series 66 and is registered in California. Craig's current employer, Smith Co. Financial Advisors / Fusion Funds, has been in business since 2003. The firm has a total of 2 employees. They specialize in providing financial planning, pension consulting, market timing services, publication of periodicals, selection of other advisers, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Craig Danker is a financial advisor with Wells Fargo Clearing Services, LLC. Craig has been in the financial industry since December 4, 1990. Craig has a Series 7, Series 3, and Series 63 licenses as well as the SIE exam. Craig has held prior roles with UBS Financial Services Inc., Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Craig is registered with the following states: Arizona, California, Colorado, Florida, Hawaii, Kentucky, Nevada, New Hampshire, Oregon, Pennsylvania, Tennessee, Texas, Washington, and Wisconsin.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROSEVILLE, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Craig Stone is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Craig has been in the financial services industry since 2012 and has a wide range of experience. Craig has a Series 7, Series 6, Series 63 and Series 65 license. Craig is registered in several states to provide investment advice. Craig has a strong track record of 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

Cerity Partners LLC

location

COSTA MESA, CA

0 Disclosures

ADVISOR BIO

Craig Wells is an investment advisor representative with Cerity Partners LLC. Craig has been in the industry since 2000. Craig is registered in California and holds Series 7 and Series 66 licenses. Craig has previously worked at Deutsche Bank Securities Inc. and J.P. Morgan Securities Inc. Cerity Partners LLC is a wealth management firm with offices in Costa Mesa, CA and New York, NY. The firm provides a variety of services including financial planning, portfolio management, and tax services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

SAN DIEGO, CA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Edward Hunter is a financial advisor with Wells Fargo Clearing Services, LLC. Craig has been in the financial services industry since 1995. Craig's current registrations include California and Texas. He also holds Series 7, 63, and 65 securities licenses, as well as the SIE exam. Craig provides investment advisory services to both individuals and businesses. He has experience working with charitable organizations, corporations, and individuals with high net worth. Craig is currently based out of San Diego, CA, and is actively seeking new clients.

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

Cetera Investment Advisers LLC

location

SAN LEANDRO, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Craig Rosenblatt is a financial advisor with Cetera Investment Advisers LLC. Craig has been in the financial industry since December 12, 2002. Craig has a broad range of experience in the financial industry. Craig is a licensed investment advisor in multiple states. Craig has a strong commitment to helping clients achieve their financial goals. Craig is also a Certified Public Accountant.

SPECIALIZATIONS

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

Western International Securities, Inc.

location

Westlake Village, CA

experience

44 Years Experience

disclosure

15 Disclosures

ADVISOR BIO

Craig Gordon Johnson is a financial advisor at Western International Securities, Inc. Craig has been a financial advisor since 1981 and is licensed to offer investment advice in California and Florida. Craig is also a registered representative with FINRA. He is experienced in providing a wide range of financial planning and investment services to individual and institutional clients. Craig's expertise includes portfolio management, financial planning, and retirement planning. He is committed to providing his clients with personalized financial advice and guidance. Craig's clients include individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

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

Need help matching

with the right advisor?