Invested Better
Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Beverly Hills, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Elana Ginsburg is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Elana is a veteran financial advisor with over 15 years of experience. Elana holds a Series 7, Series 31, and Series 66 license as well as the SIE exam. Elana is registered with the state of California. Elana also worked previously with Morgan Stanley & Co. Incorporated.

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

1919 Investment Counsel, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Elana Alexandria Brutman is an Investment Advisor Representative with 1919 Investment Counsel, LLC. Elana has been in the industry since 2005 and has experience at various firms, including Raymond James & Associates, Inc., Howe Barnes Hoefer & Arnett, Inc., and SF Investments, Inc. Elana is registered in California and has passed the Series 63, Series 65, Series 7, and Series 55 exams. Elana's firm specializes in providing investment advisory services to individuals, businesses, and institutions. 1919 Investment Counsel, LLC also provides financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
NONDISCRETIONARY INVESTMENT ADVICE AND CERTAIN FAMILY OFFICE SERVICES
Unclaimed

Citigroup Global Markets Inc.

location

Newbury Park, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Elarsen Manez Flores is an investment advisor representative, licensed with Citigroup Global Markets Inc., registered with the state of California. Flores is a registered investment advisor with Citigroup Global Markets Inc., and their registration dates back to March 17, 2020. Flores has been working in the financial industry since December 19, 2016, demonstrating experience in the field. Flores has active licenses in various states, including Arizona, California, Colorado, Florida, Georgia, Hawaii, Kansas, Massachusetts, Nevada, New York, North Carolina, Ohio, Tennessee, Washington, and Wyoming. Flores holds the Series 6, Series 7TO, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Lido | CFA ® (Certifications)

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Elbert Huang Liu is an Investment Advisor Representative with Lido in Los Angeles, CA. Elbert is a Chartered Financial Analyst and has been in the industry since January 2025. Elbert has a Series 65 license. Elbert specializes in financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Elbert also offers educational seminars and selects other advisors. Elbert has previously worked at Avitas Wealth Management, LLC in Los Angeles, CA, Norbida Limited USA in San Jose, CA, and Lido Advisors, LLC in Los Angeles, CA.

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

Equitable Advisors, LLC

location

SAN DIEGO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Elcid V. Abkarian is a registered representative with Equitable Advisors, LLC. Elcid has been in the financial services industry since 2010 and has held previous roles with AXA Advisors, LLC and Foresters Equity Services, Inc.. Elcid is licensed to provide investment advice in California.

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

NEWPORT BEACH, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Eldon Dryden Pence is an active financial advisor with over 37 years of experience in the industry. Eldon is registered with LPL Financial LLC and Pence Capital Management, LLC. Eldon has a strong track record of success in the financial services industry, and is committed to providing personalized financial advice to help clients achieve their financial goals. Eldon specializes in providing a variety of financial services, including financial planning, investment management, and retirement planning.

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

Commonwealth Financial Network | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Eldon Richard Harsin is a financial professional with over 30 years of experience in the industry. Eldon is a Registered Representative and Investment Advisor Representative who is registered with the state of Washington. Eldon has been with Commonwealth Financial Network since 2014. Prior to that, Eldon was a Registered Representative with LPL Financial LLC for over 20 years. Eldon is also a Certified Financial Planner. Eldon's areas of expertise include financial planning, pension consulting, educational seminars, 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
Publication of Financial Periodicals
Unclaimed
location

HEMET, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Eldon Gutierrez is a registered representative with PNC Investments. Eldon's career in the financial industry began in February of 2019. Eldon is licensed in California and Texas. PNC Investments provides investment advisory services to individuals, businesses and pooled investment vehicles. The firm's primary office is located in Pittsburgh, PA.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Seven Post Investment Office LP

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Eldridge Fuller Gray is a financial advisor with over 30 years of experience in the industry. Eldridge has worked for several well-known firms including Goldman, Sachs & Co. and Cyrus J. Lawrence Incorporated. Currently, Eldridge is an Investment Advisor Representative with Seven Post Investment Office LP, a firm that specializes in investment consulting, financial planning, and portfolio management. Eldridge has a strong background in various investment areas, including securities, commodities, and investments for individuals, businesses, and pooled investment vehicles. Eldridge is a registered Investment Advisor Representative in California and holds a number of professional designations and certifications, including the Series 3, 7, 24, 63, and 66 licenses.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

COSTA MESA, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Eleanor Mar is an investment advisor representative with Citigroup Global Markets Inc. in COSTA MESA, CA. Eleanor has been in the securities industry since March 20, 2004. Eleanor has passed the Series 7, Series 6, Series 63, and Series 66 exams. Eleanor is registered with FINRA and the following states: Arizona, California, District of Columbia, Florida, Kansas, Nevada, New Jersey, New York, Pennsylvania and South Carolina. Eleanor is also registered with the state of California as an investment advisor representative. Eleanor is a registered representative of Citigroup Global Markets Inc. Eleanor has been associated with Citigroup Global Markets Inc. since May 2007. Eleanor specializes in portfolio management for businesses and individuals, as well as providing asset allocation advice. Eleanor has also worked with Citigroup Global Markets Inc. in IRVINE, CA since March 2015.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals

Need help matching

with the right advisor?