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

Edward Jones | CFP ® (Certifications)

location

REDDING, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

John Martin Pohlmeyer is a financial advisor with Edward Jones, a firm headquartered in St. Louis, Missouri. John has been working in the financial services industry since 2003. He is registered with the Securities and Exchange Commission (SEC) and FINRA and holds the Series 7, Series 63, and Series 66 licenses. John is also a Certified Financial Planner™ (CFP®). He is registered in 28 states.

SPECIALIZATIONS

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

Validus Capital LLC

location

EL SEGUNDO, CA

0 Disclosures

ADVISOR BIO

John Michael Krambeer is an investment advisor representative registered with Validus Capital LLC. John has been in the financial services industry since 1992. John holds Series 63, 65 and 7 securities licenses. John is based in El Segundo, California. John has specialized in investment advisory services, financial planning, and selection of other advisors. John is also a licensed insurance professional, spending less than 10% of his time on insurance activities. John has previously been affiliated with Klein Investment Group, L.P. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
FAMILY OFFICE TYPE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

John Paul Prehatny is a financial advisor at LPL Financial LLC. John has been in the industry for over 5 years and is registered in California. John offers a variety of services to clients, including financial planning, portfolio management, and consulting.

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

Parallel Advisors, LLC

location

SAN FRANCISCO, CA

disclosure

2 Disclosures

ADVISOR BIO

John Kang is a registered Investment Advisor Representative with Parallel Advisors, LLC. John has been in the financial services industry for over 20 years. John has experience in providing financial planning and portfolio management services to individuals, corporations and businesses, high net worth individuals, and pension and profit sharing plans. John is also a registered Investment Advisor Representative in Hawaii.

SPECIALIZATIONS

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

Vernal Point Advisors, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

John Edward Turcik is an investment advisor representative at Vernal Point Advisors, LLC. John has been in the industry since October 2012 and holds a Series 65 license. John is registered in California, Florida, Pennsylvania, and Texas. John has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. John is also experienced with financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Unclaimed
location

Los Angeles, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

John Alan Fuerstenberg is an investment advisor representative with Morgan Stanley and has been in the industry since 1985. John has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. John is registered with the following securities authorities: FINRA, and the states of Arizona, Arkansas, California, District of Columbia, Georgia, Illinois, Indiana, Maryland, Michigan, New York, Ohio, Pennsylvania, Texas, Vermont, and Wisconsin. John was previously associated with Commonwealth Financial Network, Wells Fargo Advisors Financial Network, LLC, Morgan Stanley DW INC, and Birkelbach Investment Securities, INC.

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

Valmark Advisers, Inc. | CFP ® (Certifications)

location

SANTA BARBARA, CA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Demboski is a financial advisor who has been in the industry since 2001. John is currently registered with Valmark Advisers, Inc. and previously worked with Walnut Street Securities, Inc. John offers a wide range of financial services, including financial planning, portfolio management, pension consulting and selection of other advisors. John also has a variety of designations and certifications, including Certified Financial Planner.

SPECIALIZATIONS

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

NFP Retirement Inc. | CFP ® (Certifications)

location

ALISO VIEJO, CA

0 Disclosures

ADVISOR BIO

John Lawrence Livingston is a financial advisor who is currently registered with NFP Retirement Inc. John has been in the industry since 1992 and has experience with financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. John is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

Harrison Lazarus Advisors, Inc.

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

John Carey Phelan is an Investment Advisor Representative at Harrison Lazarus Advisors, Inc. in SAN FRANCISCO, CA. John has been in the industry since May 2011 and is registered with California. John has passed the Series 65 examination. The firm Harrison Lazarus Advisors, Inc. offers financial planning, portfolio management for individuals, and selection of other advisers. The firm has 35,151,704 in assets under management from 20 clients.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

John Joseph Rey is a financial advisor with Commonwealth Financial Network. John is a Certified Financial Planner who has been in the financial industry for over 20 years. John specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations. John is registered with the state of California and has been active in the financial industry for over 20 years. John has a strong understanding of the financial markets and a commitment to helping his clients 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

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