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

Edward Jones | CFP ® (Certifications)

location

Rancho Cucamonga, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gor Antashyan is a financial advisor with Edward Jones. Gor has been a registered representative in the securities industry since June 30, 2007. Gor is licensed to provide financial advice in 24 states. Gor has worked at Edward Jones since July 2009. Gor is a Certified Financial Planner. Gor's specializations include retirement planning, college savings, investment management, insurance, and estate planning. Gor is committed to providing his clients with personalized financial advice and guidance. Gor believes that everyone deserves access to financial planning and he strives to make his services accessible to all.

SPECIALIZATIONS

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

Lincoln Investment

location

WOODLAND HILLS, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gordon Lyle Wilson is a financial advisor with over 20 years of experience in the financial services industry. Gordon is currently registered with Lincoln Investment and has been with the firm since June 2012. Prior to joining Lincoln Investment, Gordon worked at Capital Analysts, Incorporated in Woodland Hills, CA. Gordon specializes in providing financial advice to individuals, corporations, and pension and profit-sharing plans. Gordon is committed to providing personalized financial guidance to help clients achieve their financial goals. Gordon is a Series 6, Series 63, and SIE licensed representative.

SPECIALIZATIONS

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

Uhlmann Investment Management, LLC

location

Mill Valley, CA

experience

36 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gordon Eliot Fallone is a financial advisor with over 30 years of experience in the industry. Gordon is currently registered with Uhlmann Investment Management, LLC in Mill Valley, California. Gordon has a strong track record of success in the industry and is committed to providing clients with personalized financial advice. Gordon has a broad range of experience, including investment banking, portfolio management, and financial planning. Gordon is passionate about helping clients achieve their financial goals, and he is dedicated to providing them with the highest level of service.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

San Diego, CA

experience

45 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Gordon Paul Sinkoff is a registered representative with Morgan Stanley, with a total of 35 years of experience in the financial industry. Gordon has a broad range of experience including investment advice, portfolio management, and financial planning. Gordon's expertise covers a wide range of client needs, from high-net-worth individuals to pension and profit-sharing plans.

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

Osaic Wealth, Inc.

location

SAN DIEGO, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Gordon Galen Gilbreath is a financial advisor with over 30 years of experience in the industry. Gordon is currently registered with Osaic Wealth, Inc. in San Diego, CA. Gordon has previously been registered with a number of other firms including SAGEPOINT FINANCIAL, INC., BROOKSTREET SECURITIES CORPORATION, SENTRA SECURITIES CORPORATION, KIRLIN SECURITIES INC., and BARABAN SECURITIES, INC. Gordon is a licensed Series 7, Series 24, and Series 63 registered representative and holds the SIE designation. Gordon specializes in providing financial advice to individuals, families, 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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gordon Huber is a registered representative with Centaurus Financial, Inc. and is actively licensed in the securities industry. Gordon began his career in the financial services industry in 1984. Gordon's professional background includes experience with CNP Securities, Inc. and Titan/Value Equities Group, Inc.. Gordon is a Series 7, Series 24, and SIE licensed professional and is licensed in the state of California. Gordon specializes in areas including Financial Planning, Pension Consulting, and Educational Seminars.

SPECIALIZATIONS

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

Avantax Advisory Services

location

WALNUT, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Gordon Chow is a financial advisor with Avantax Advisory Services. Gordon has been in the industry since 1998 and holds Series 6, 7, 63, and 65 licenses. Gordon specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Gordon also provides educational seminars. Gordon is registered to provide investment advice in California and Nevada.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

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

location

SOUTH PASADENA, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Gordon Li-heng Chen is a financial advisor with J.P. Morgan Securities LLC, located in South Pasadena, CA. Gordon has been in the financial services industry since 2010. Gordon has a Series 7, Series 63, and Series 66 licenses. Gordon also holds the Certified Financial Planner designation. Prior to joining J.P. Morgan Securities LLC, Gordon worked at Chase Investment Services Corp. and New England Securities. Gordon specializes in providing financial advice to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Walnut Creek, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Gordon A. Williams is a financial advisor registered with Morgan Stanley and has been in the industry since January 22, 2004. Gordon holds a Series 7, Series 63, Series 65 and SIE license. Gordon is registered with the state of California for both Broker-Dealer and Investment Advisor activities. In addition to Gordon's primary firm, Gordon has been registered with Goldman, Sachs & Co. and Morgan Stanley & Co. LLC in the past. Gordon currently works out of the Walnut Creek, California branch office of Morgan Stanley. Gordon A. Williams specializes in working with a variety of clients including individuals, high-net-worth individuals, businesses, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Gordon is able to provide financial planning, portfolio management, and other financial services.

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

Gordon Carlson & Associates | CFP ® (Certifications)

location

IRVINE, CA

0 Disclosures

ADVISOR BIO

Gordon Carlson is a financial advisor with over 20 years of experience in the financial services industry. Gordon Carlson & Associates, a firm he founded in 2009, provides financial planning and investment management services to individuals, families, and businesses. Gordon Carlson's experience includes working for a number of prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., Grant Bettingen, Inc. and Purshe Kaplan Sterling Investments. Gordon Carlson holds the Series 7, Series 24, and Series 63 licenses, and is a Certified Financial Planner. Gordon Carlson is dedicated to providing his clients with personalized financial guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

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