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Portfolio Management for Individuals Advisors in California
5,469 Results
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Mount Shasta, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Russell Porterfield is an investment advisor representative with State Farm Investment Management Corp. based in Mount Shasta, California. Russell has been in the financial industry since July 26, 1998. Russell is registered with the state of California as a Securities Agent and an Investment Advisor Representative. Russell is also a Chartered Financial Consultant.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Folsom, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Russell Joseph Martinez is a financial advisor with over 35 years of experience in the industry. Russell is currently registered with Morgan Stanley in Folsom, California. Prior to joining Morgan Stanley, Russell worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Russell has a wide range of experience and holds multiple licenses and designations. Russell specializes in providing financial advice to individuals, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Charles Schwab Investment Management, Inc. | CFA ® (Certifications)

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Russell Paul Ow is a financial advisor registered in California. Ow has been working in the industry since 2007. Russell Ow is currently registered with Charles Schwab Investment Management, Inc. Ow has a Series 7 and Series 66 license and is a Chartered Financial Analyst (CFA). Russell Ow is experienced in providing financial planning and investment advice to individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kayne Anderson Rudnick Investment Management, LLC

location

Menlo Park, CA

0 Disclosures

ADVISOR BIO

Russell Christopher Toth is a financial professional with over 13 years of experience in the industry. Russell is currently registered with Kayne Anderson Rudnick Investment Management, LLC, and has been with the firm since April 2024. Previous employers include Scottrade, Inc. and Fisher Investments. Russell holds several licenses, including Series 7, Series 63, and Series 66, as well as the Securities Industry Essentials Examination (SIE). Russell is a specialist in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Russell's current firm, Kayne Anderson Rudnick Investment Management, LLC, is a well-established firm with a strong track record of success.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

Menlo Park, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Moore is a financial advisor with Morgan Stanley. Ryan has been in the financial services industry since August 2023. Ryan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 63, and SIE licenses. Ryan specializes in portfolio management, financial planning, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

SACRAMENTO, CA

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ryan Allen is a financial advisor with Robert W. Baird & Co. Inc. in Sacramento, California. Ryan has been in the financial industry since 2000. Ryan offers a range of services including financial planning, portfolio management for individuals and businesses, and investment company portfolio management. Ryan is a Certified Financial Planner. Ryan is registered to provide investment advice in 32 states and is licensed to offer securities in 32 states.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CONCORD, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Huddleston is a financial professional with over 10 years of experience in the financial industry. Ryan specializes in providing financial advice and investment management services to individuals, families, and small businesses. Ryan holds the Series 63, 65, and 6TO licenses and is registered with Assetmark, Inc. and the state of California.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Morgan Stanley

location

Menlo Park, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Matthew Brown is a financial advisor with Morgan Stanley. Ryan has been in the financial industry since 2007 and joined Morgan Stanley in 2011. Ryan has passed the Series 66, Series 7 and SIE exams. He has a state registration in California. Ryan specializes in investment management, asset allocation, and financial planning. Ryan holds an active investment advisor representative registration with Morgan Stanley.

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
location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Ryan Hosegood is an Investment Advisor Representative at Lido. Ryan has been in the industry since 2016. Ryan has a Series 65 license and is registered with the state of California. Ryan specializes in providing financial planning services, educational seminars, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP

location

San Diego, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Joseph Bordelon is an investment advisor representative with Alliancebernstein LP. Ryan has been in the industry since August 5, 2015. Ryan is registered in 30 states, including California, Florida, and New York. Ryan also holds several securities licenses, including Series 66, Series 10, Series 9, SIE and Series 7. Ryan has a diverse background and previously worked at COMMONWEALTH FINANCIAL NETWORK and the UNIVERSITY OF CONNECTICUT. Ryan is a member of the advisory board for Copia Wealth Studios Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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