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Financial Planning Services Advisors in California
35,804 Results
Unclaimed
location

NEWPORT BEACH, CA

disclosure

2 Disclosures

ADVISOR BIO

Darren Henderson is a financial advisor with Corient. He is registered to provide investment advice in California and Texas. Darren has over 20 years of experience in the financial services industry. He specializes in providing investment advice to high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Darren is also a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has a strong track record of success in helping clients achieve 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
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

SAN FRANCISCO, CA

disclosure

1 Disclosures

ADVISOR BIO

Darren Ting, a registered investment advisor, is actively working as an investment advisor representative at Farther. Darren Ting is currently registered in both California and Ohio. Darren Ting has been in the industry for over 6 years. Darren Ting has previously worked at Merrill Lynch and J.P. Morgan Securities LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Dcapital Wealth LLC

location

Studio City, CA

0 Disclosures

ADVISOR BIO

Darren Capeloto is an Investment Advisor Representative at Dcapital Wealth LLC in Studio City, CA. Darren Capeloto has been in the industry since 2002. Darren Capeloto holds the Series 65 license. Dcapital Wealth LLC provides financial planning and portfolio management services to individuals and businesses. Dcapital Wealth LLC manages approximately $9,940,000 in assets for 22 clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

CYPRESS, CA

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darren Anthony Chia is a financial advisor with over 13 years of experience in the industry. Darren is a Certified Financial Planner and has been registered with J.P. Morgan Securities LLC since 2012. Darren specializes in providing financial planning, portfolio management, and pension consulting services. Darren's previous experience includes positions at Chase Investment Services Corp and Metlife Securities Inc.

SPECIALIZATIONS

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

IRVINE, CA

0 Disclosures

ADVISOR BIO

Darren Takeo Sugiyama is an Investment Advisor Representative with McManus Cooper in IRVINE, CA. Darren has been in the industry since 2002 and has held previous roles at NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Darren is registered with the state of California. Darren is licensed to offer services in the following areas: Financial Planning, 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
Publication of Financial Periodicals
Unclaimed

Eagle Strategies LLC

location

RIVERSIDE, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Darren Gunnell is a registered investment advisor representative associated with Eagle Strategies LLC. Darren has been in the financial industry for 12 years. Darren is licensed to provide investment advice in Arizona, California, Idaho, Michigan, Texas, Utah, and Washington. Darren is also a registered representative and investment adviser representative, with current registrations in both California and Texas. Darren specializes in working with high net worth individuals, corporations, and charitable organizations. Darren's expertise includes financial planning, portfolio management, pension consulting, and educational seminars.

SPECIALIZATIONS

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

Stratos Wealth Partners, Ltd. | CFP ® (Certifications)

location

Redwood City, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Darren Gee is a financial advisor registered in California and Texas. Darren has been working in the financial industry since January 28, 2016. Darren is currently a registered representative at Stratos Wealth Partners, Ltd. and has been with the firm since July 2024. Prior to this, Darren worked at Charles Schwab & Co., Inc. and JP Morgan Securities LLC. Darren holds the Series 6, 7TO, 63, and 65 licenses. Darren is a Certified Financial Planner. Darren has a strong commitment to providing clients with personalized financial advice and guidance. Darren is passionate about helping clients achieve 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

LPL Financial LLC | CFC ® (Certifications)

location

NEWPORT BEACH, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Darren Mason is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with LPL Financial LLC and holds a Series 6, 7, 24, 63 and 65 licenses. Mason has extensive experience in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. He is also a Chartered Financial Consultant and offers insurance products through Crump and other insurance carriers. Mason is committed to helping his clients achieve their financial goals and to providing them with the highest level of service.

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

Cetera Investment Advisers LLC

location

TEMECULA, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Darren Haupt is a financial advisor who has been in the industry since 1999. Darren is a registered representative with Cetera Investment Advisers LLC. Darren is also registered in 24 states and has a Series 6, 7, 24, 63, and 66 licenses. Darren has worked with clients in a variety of capacities, including as a financial advisor for VOYA FINANCIAL ADVISORS, INC., and as a Vice President of Registered Representative Services and Operations for Haupt Insurance Services, Inc. Darren is an expert in financial planning, pension consulting, and educational seminars. Darren is committed to helping his clients achieve 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

LPL Financial LLC

location

FOLSOM, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Darren Edge is a financial advisor with LPL Financial LLC in Folsom, California. Darren has been in the industry since August 2015 and is registered with the state of California as both a broker-dealer and an investment advisor representative.

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

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