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

Concurrent Investment Advisors, LLC

location

San Diego, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Lawrence Repetti is an investment advisor representative with Concurrent Investment Advisors, LLC. Dominic has over 20 years of experience in the financial industry. Prior to joining Concurrent Investment Advisors, Dominic was with Raymond James Financial Services, Inc. and Wells Fargo Advisors, LLC. Dominic is registered to provide investment advice in Arizona, California, Illinois, Kentucky, Missouri, Nevada, Pennsylvania, Texas, and Wisconsin. Dominic holds the Series 7, Series 63, and SIE licenses.

SPECIALIZATIONS

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

Mariner Wealth | CFA ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Dominic Joseph Cozzetto is an investment advisor representative with Mariner Wealth and has been in the industry for more than 20 years. Dominic is registered with the state of California and has earned the Chartered Financial Analyst designation. Dominic also serves as a member of the investment committee for Goodwill Industries of Orange County, a non-profit organization dedicated to economic empowerment.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SACRAMENTO, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Kennedy is an active investment advisor representative registered with the state of California and Texas. Dominic is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., where Dominic has been employed since June of 2011. Prior to that, Dominic worked at Cattlemens in Rancho Cordova, California and Bank of America, N.A. in Woodland, California. Dominic is a licensed securities professional.

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

Cetera Investment Advisers LLC

location

SAN DIEGO, CA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dominic I Myers is an Investment Advisor Representative with Cetera Investment Advisers LLC, and has been in the financial industry since 2006. Dominic has a strong background in retirement planning and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Dominic is also a licensed financial advisor in California and Texas. Dominic has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. In addition to providing financial advice, Dominic also offers financial education seminars to the public.

SPECIALIZATIONS

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

Allworth Financial, LP

location

FOLSOM, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Ross is a financial advisor at Allworth Financial, LP, with over 2 years of experience in the financial services industry. Dominic is registered with the state of Texas as both a Registered Representative and an Investment Advisor Representative. Dominic previously worked for TIAA-CREF Individual & Institutional Services, LLC and Fidelity Brokerage Services LLC. Dominic holds a Series 7, Series 66, and SIE licenses. Dominic is a specialist in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.

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

LPL Financial LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Caputo is a financial advisor with over 25 years of experience in the financial services industry. Dominic is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with LPL Financial LLC. Dominic provides financial advice and investment management services to individuals, families, and businesses. Dominic has a strong track record of helping clients achieve their financial goals. Dominic has previously been associated with Lincoln Financial Securities Corporation and Fidelity Brokerage Services LLC.

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

Cadaret, Grant & CO., Inc.

location

San Jose, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Dominick Ruiz is an investment advisor representative with Cadaret, Grant & Co., Inc. based in San Jose, CA. Dominick is also registered as an investment advisor representative with the states of Arizona, California, Colorado, Connecticut, Idaho, Massachusetts, Nebraska, Nevada, New York, Ohio, Oregon, Texas, and Washington. Dominick has been in the securities industry since November 5, 2006 and has experience with Wells Fargo Advisors, LLC and LPL Financial LLC. Dominick specializes in financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WOODLAND HILLS, CA

experience

36 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Dominick Stillo is a registered representative with Wells Fargo Clearing Services, LLC. Dominick has been in the securities industry since May 1989. Dominick has passed the Series 6, 7, 22, 24, 31, 39, 63, and 66 exams and is registered in 28 states. Prior to joining Wells Fargo, Dominick worked at Prudential Securities Incorporated, Sterling Financial Investment Group, Inc., Joseph Charles & Assoc., Inc., Global Strategies Group, Inc., Columbus Financial, Inc., and Fortress Securities, Inc.

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

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Dominick Cardona is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Dominick has been in the industry since January 2021. He is currently registered in California and Texas. His firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large investment firm that provides a wide range of financial services, including investment management, brokerage, and financial planning.

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

Tamar Securities, LLC

location

WOODLAND HILLS, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Dominick Savon is a financial advisor with over 20 years of experience in the industry. Dominick currently works at Tamar Securities, LLC, where he is a Senior Client Associate. He specializes in providing financial advice to individuals, families, and businesses. Dominick is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 63, 26, and 65 licenses. He has been registered in California and Louisiana. He holds a number of other licenses and designations including the Series 6, 63, 26, and 65. Prior to joining Tamar Securities, LLC, Dominick worked at PFS INVESTMENTS INC. Dominick Savon is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ALTERNATIVE INVESTMENTS & PROFESSIONAL ALLIANCE NETWORK

Need help matching

with the right advisor?