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

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Erick Moises Santamaria is a registered representative with j.p. Morgan Securities LLC. Erick has been in the industry since September 2023. Erick is licensed in California and holds Series 63, SIE and Series 6TO licenses. Erick is located in LOS ANGELES, CA at the j.p. Morgan Securities LLC branch office located at 5600 Wilshire Blvd, LOS ANGELES, CA.

SPECIALIZATIONS

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

THE Ayco Company, LP

location

Newport Beach, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Erick McCreight is an investment advisor representative at The Ayco Company, LP, working in the Newport Beach, CA office. Erick has been in the financial industry for over 20 years, joining The Ayco Company, LP in 2021. Previously, Erick worked at Mercer Allied Company, L.P., and Salomon Smith Barney Inc., before joining Ayco. Erick is registered with the state of Texas and California to provide investment advisory services. Erick holds Series 3, 63, 65, and 7 licenses.

SPECIALIZATIONS

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

Canterbury Consulting Inc.

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Erick Wesley Podwill is an Investment Advisor Representative associated with Canterbury Consulting Inc. Erick is a Series 65 licensed advisor and has been in the industry since 2014. Erick has experience with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Erick provides a variety of advisory services, including portfolio management, financial planning, and selection of other advisers. Canterbury Consulting Inc. is headquartered in Newport Beach, CA and also has a location in Lakewood, CO.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

CUPERTINO, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Erick Ortez is a registered representative with Wells Fargo Clearing Services, LLC. Erick has been in the financial industry for over 12 years. Erick's background includes experience at J.P. Morgan Securities LLC and Chase Investment Services Corp.

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

Integrated Wealth Concepts LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Erick Conway is an investment advisor representative with Integrated Wealth Concepts LLC. Erick is a Certified Financial Planner and has been in the industry for over 11 years. Erick's career has spanned several firms including Wells Fargo Clearing Services, LLC, Waddell & Reed, Inc., Laurel Wealth Advisors, Inc., and Von Berge Wealth Management Group, LLC. Erick's primary area of focus is providing financial planning and portfolio management services to individuals and businesses. Erick's firm, Integrated Wealth Concepts LLC, has an expansive client base and specializes in providing financial planning, pension consulting, and investment management for individuals, businesses, high-net-worth individuals, and pension plans.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PALO ALTO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Erick Ho Kim is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since September 18, 2022. Erick is licensed to conduct business in California and has successfully passed the Series 63, Series 6TO, and SIE exams. Erick's office is located in Palo Alto, California.

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

LPL Financial LLC

location

STEVENSON RANCH, CA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Erick Arndt is a financial advisor with over 20 years of experience in the financial services industry. Erick is currently registered with LPL Financial LLC and has been with the firm since January 2013. Prior to that, Erick was with PFS Investments Inc. in Manchester, New Hampshire. Erick has a wide range of experience in the financial services industry, including portfolio management, financial planning, and investment advisory services. Erick is committed to providing his clients with personalized financial advice and helping 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

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

location

SANTA ROSA, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Erick Brown is a financial advisor at J.P. Morgan Securities LLC. Erick has been in the securities industry since 2013 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Erick is registered in 19 states and is also a Certified Financial Planner. Prior to joining J.P. Morgan Securities LLC, Erick worked at Wells Fargo Advisors, LLC and Fidelity Brokerage Services LLC. Erick has a strong commitment to providing personalized and comprehensive financial advice to his clients.

SPECIALIZATIONS

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

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Erick Renderos is a financial professional with over 14 years of experience in the industry. He is currently registered with Wedbush Securities Inc. in Los Angeles, California. Erick specializes in providing financial planning, pension consulting, and educational seminars. He has a strong track record of success and is committed to providing his clients 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
Unclaimed

Creative Planning

location

El Dorado Hills, CA

disclosure

1 Disclosures

ADVISOR BIO

Erick Hoyer is a financial advisor who has been in the industry for over 25 years. Erick is currently registered with Creative Planning as an Investment Advisor Representative. Erick's previous employers include Edward Jones, Charles Schwab & Co., Inc. and A. G. Edwards & Sons, Inc.. Erick holds the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. In addition to their work as an investment advisor, Erick is also the owner of a rental property in Kings Beach, California.

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

Need help matching

with the right advisor?