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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Centaurus Financial, Inc.

location

THOUSAND OAKS, CA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Sothern Sturges is a financial advisor with Centaurus Financial, Inc. in Thousand Oaks, California. Craig Sturges has been in the financial industry since October 8, 1997. Craig Sturges is licensed to provide financial advice in Arizona, California, Idaho, Nevada, Texas, and Washington. Craig Sturges specializes in various areas, including Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Publication of Periodicals, Selection of Other Advisors, 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

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

Wells Fargo Clearing Services, LLC

location

NEWPORT BEACH, CA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Robert Crawley is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since February 2010. Craig is also registered as a Registered Investment Advisor (IA) in Texas and California. Craig has a diverse background, having previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and BNL Securities Inc. Craig holds multiple securities licenses, including Series 3, 7, and 63, as well as the SIE and Series 65. He has also been registered in multiple states across the country. Craig's experience and qualifications allow him to provide a wide range of financial services to individuals, businesses, and institutions.

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

Osaic Wealth, Inc.

location

ENCINO, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Craig Evan Steinhauer is a financial advisor with over 30 years of experience in the industry. Craig is currently registered with Osaic Wealth, Inc. and NWF Advisory Services Inc. In his career, Craig has held various positions, including Financial Advisor, IAR, and Statutory Agent. Craig holds a number of licenses and designations, including Series 6, 7, 63, and 65. Craig has a strong background in financial planning, investment advice, and insurance. Craig's expertise and experience make him a valuable resource for individuals and families seeking financial guidance.

SPECIALIZATIONS

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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

Roseville, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Craig Barker has been in the financial services industry since 1993. Craig is a financial advisor at Raymond James & Associates, Inc. in Roseville, California. Craig has a strong background in financial planning, portfolio management, and investment strategies. Craig Barker is a Certified Financial Planner™ professional. Craig Barker's clients include individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SEAL BEACH, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Craig McKnight is a financial advisor with over 30 years of experience in the industry. He is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since 1995. Craig has a broad range of experience and expertise, including investments, retirement planning, and financial planning. He is committed to providing personalized service and working with clients to 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

MML Investors Services, LLC

location

Pleasanton, CA

experience

17 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
location

Beverly Hills, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Craig Jason Pariser is a financial advisor with over 30 years of experience in the industry. Craig is currently registered with Morgan Stanley and is licensed to provide investment advice in multiple states. Craig has previously held positions at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC.. Craig holds the Series 7, 31, and 63 securities licenses and has also passed the Series 65 and SIE exams.

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

Principal Securities, Inc. | CFP ®,CFC ® (Certifications)

location

TULARE, CA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Craig Matthew Vejvoda is a financial advisor with Principal Securities, Inc. Craig is based in Tulare, California. Craig has over 40 years of experience in the financial services industry and has been registered with the state of California since 1984. Craig holds a Series 6, 7, 22, and 66 licenses, and is also a Certified Financial Planner and a Chartered Financial Consultant. Craig specializes in providing financial planning and portfolio management services to individuals, families, and businesses. He is also a board member of the Greater Tulare Chamber Trust and the Tulare County Employees Retirement Association. Craig's mission is to help his clients achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SAN FRANCISCO, CA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Isaacson is a financial advisor with over 30 years of experience in the industry. Craig is currently registered with Wells Fargo Clearing Services, LLC and has previously held positions at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craig holds the Series 7, Series 63 and SIE licenses and is registered in multiple states including California, Arizona, Colorado, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Tennessee, Washington, and West Virginia.

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

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