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Portfolio Management for Businesses Advisors in Redding, California
132 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

REDDING, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Paul Matthew Schwerdt is a registered representative with Stifel, Nicolaus & Company, Inc.. Paul Schwerdt is also a registered investment advisor representative. Paul Schwerdt has been in the securities industry since September 21, 2001. Prior to joining Stifel, Nicolaus & Company, Inc., Paul Schwerdt was employed by Fidelity Brokerage Services LLC and Wachovia Securities, LLC.

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
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

REDDING, CA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Perry James Wright is a financial advisor associated with Stifel, Nicolaus & Company, Inc. with over 27 years of experience in the financial industry. Perry James Wright is licensed to provide financial services in 31 states. Perry James Wright also holds the Certified Financial Planner designation. Perry James Wright's services include portfolio management for individuals, businesses, and pooled investment vehicles.

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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

REDDING, CA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Phillip Geoffrey Ball is a financial advisor with over 30 years of experience in the industry. Phillip currently works with Raymond James Financial Services Advisors, Inc., where they have been with the firm since January 1999. Phillip has been registered as an Investment Advisor Representative in California since January 2009 and in Oregon since January 2019. Phillip is also registered as an Investment Advisor Representative in Texas, but this registration is non-resident. Phillip has a wide range of experience and expertise in the financial services industry, including securities, commodities, and investment advice. Phillip is committed to providing their clients with personalized financial advice and guidance to help them 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

Redding, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Renee Back is an investment advisor representative with LPL Financial LLC. Renee has been in the industry since June 13, 2010, and has a strong track record of success in providing financial advice. Renee is registered in California and Texas and holds the Series 7, Series 63, and Series 65 licenses. Renee's expertise includes financial planning, portfolio management, and consulting. In addition to her work with LPL Financial LLC, Renee also owns and operates North West Pools and Pool Plastering. Renee is committed to providing her clients with personalized financial advice to help them 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

RIC Komarek, CFP | CFP ® (Certifications)

location

REDDING, CA

0 Disclosures

ADVISOR BIO

Richard Komarek is a Certified Financial Planner who has been in the financial services industry since 2007. Richard is registered with the state of California as an Investment Advisor Representative. Richard has a Series 65 license, and the firm RIC Komarek, CFP has offices in Redding, California. The firm has a total of 184 accounts and $25,000,000 in assets under management. The firm offers financial planning, pension consulting, and portfolio management services for individuals. Richard has over 90 individual clients and provides both discretionary and non-discretionary investment advice.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
PENSION CONSULTING SERVICES
Unclaimed

RBC Capital Markets, LLC

location

Redding, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Richard Hill is a financial advisor with RBC Capital Markets, LLC, and has been working in the financial industry since 1994. Richard has a long history of working with Morgan Stanley, and joined RBC Capital Markets in October of 2021. Richard is a Series 65 and Series 63 licensed representative and has a wide range of experience in the financial services industry.

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
location

REDDING, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Robert Ellis Ryness is a financial advisor with Edward Jones in Redding, CA. Robert has been in the financial industry since 2023. Robert holds a Series 7TO, SIE and Series 66 licenses. Robert specializes in Retirement Planning, College Savings, Estate Planning, Asset Management, and Insurance. Robert is a registered representative of Edward Jones and a licensed insurance agent.

SPECIALIZATIONS

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

Empower Advisory Group, LLC

location

REDDING, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Robert Elmer is a financial professional with over 9 years of experience in the financial industry. Robert's current role is with Empower Advisory Group, LLC, where he is registered as a Registered Representative in 52 states and as an Investment Adviser Representative in 1 state. Robert is licensed to provide financial advice and products to individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Robert has a strong track record of success in helping clients achieve their financial goals, and he is committed to providing personalized and comprehensive financial guidance.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Allworth Financial, LP

location

Redding, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Robert Brennan has been in the financial services industry since August 20, 1986. Robert currently works as a registered representative of Allworth Financial, LP, and holds securities licenses through the state of California. Robert previously worked at LPL Financial LLC and Cetera Advisor Networks LLC. Robert has extensive experience in the financial services industry, including experience with securities, investment advisory services, and financial planning. Robert has a strong commitment to providing clients with comprehensive financial planning services and is dedicated to helping individuals and families 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
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

REDDING, CA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Roger Whittaker is a financial advisor who has been in the industry since 1981. Currently, Roger is registered with LPL Financial LLC in Redding, CA. Roger is also registered in 17 states and holds licenses including Series 7, Series 24, and Series 63. Roger has previously worked with DEAN WITTER REYNOLDS INC. in Purchase, NY.

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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