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

Osaic Wealth, Inc.

location

HERMOSA BEACH, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Kim Richardson is an investment advisor representative with Osaic Wealth, Inc.. Kim Richardson has been in the industry since 1995. Kim Richardson's professional experience includes previous roles at Cetera Financial Group, Cetera Advisors Networks, and Advisor Group. Kim Richardson is licensed to provide investment advisory services 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

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kim Yien Sando is a financial advisor with Commonwealth Financial Network. Kim has been in the financial industry since 2007 and has experience working with a wide range of clients, including individuals, businesses, and retirement plans. Kim is registered to provide investment advice in the state of California. Kim's specializations include financial planning, portfolio management, and pension consulting. Kim holds Series 7, 24, 52TO and 63 securities licenses.

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

J.p. Morgan Securities LLC

location

GRASS VALLEY, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kim Ritter is a registered representative with J.p. Morgan Securities LLC, working in the GRASS VALLEY, CA branch office. Kim has been in the financial services industry since June 2023. Kim holds the Series 63, SIE, and Series 6TO licenses. Kim is registered in California.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CORTE MADERA, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kim Shearer is a financial advisor with Wells Fargo Clearing Services, LLC, a leading investment firm. Kim has been in the financial services industry since 2001, has extensive experience in financial planning, investment management, and portfolio management for both individuals and businesses. Kim holds the Series 63, Series 65, and Series 7 licenses, and the SIE exam.

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
location

SANTA ROSA, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kim Irene Murphy is a financial advisor at Edward Jones. Kim has been in the financial services industry since 2002. Kim holds Series 63, Series 66, Series 7 and SIE licenses. Kim is registered with the state of California as a Registered Investment Advisor. Kim also holds licenses in Arizona, Colorado, Florida, Georgia, Idaho, Kansas, Massachusetts, Minnesota, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin. Kim provides financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Kim is a trustee of The Kim Irene Murphy Revocable Trust. Kim is also the owner of Strategy Design Consulting LLC, a construction consulting firm in Santa Rosa, CA. Kim also owns a billboard on ranch property in Forestville, CA and rents out property on the ranch to ranch hands.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

TORRANCE, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kim Bright is a financial advisor registered in California, Minnesota, New Jersey, and several other states. Kim is an investment advisor representative with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona, with over 39,000 clients. Kim offers a wide range of financial planning and investment management services to individuals, corporations, and other entities. Kim specializes in portfolio management, financial planning, pension consulting, and educational seminars. Kim also provides selection of other advisers services. Kim is a Certified Financial Planner and has been in the financial industry since 2012. Kim is licensed to provide financial advice in multiple states. Kim is active in the community, actively working with numerous clients 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

J.p. Morgan Securities LLC

location

SACRAMENTO, CA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kim T. Hickey is a financial advisor with J.P. Morgan Securities LLC. Kim has been in the financial services industry since 1994. Kim is registered with the Securities and Exchange Commission (SEC) and is licensed to provide financial services in Arizona, California, Colorado, Florida, Indiana, Kentucky, Maine, Massachusetts, Nevada, North Carolina, Oregon, Texas, Utah, Virginia, and Washington. Kim has also worked for WAMU INVESTMENTS, INC., CHASE INVESTMENT SERVICES CORP., and EDWARD D. JONES & CO., L.P..

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFC ® (Certifications)

location

TARZANA, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Kim Marie La zare is a financial advisor with Ameriprise Financial Services, LLC. Kim has been in the financial services industry since 1992. Kim holds licenses to practice in Arizona, California, Colorado, Massachusetts, Missouri, New York, Oregon, Tennessee, Texas, and Virginia. Kim is a Chartered Financial Consultant. Kim is also registered as an Investment Advisor Representative in California and Texas. Kim can provide financial planning, pension consulting, and educational seminars. Kim is also involved with the publication of periodicals and the selection of other advisors.

SPECIALIZATIONS

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

Lifepro Asset Management

location

San Jose, CA

0 Disclosures

ADVISOR BIO

Kim Colby is a registered investment advisor representative with LifePro Asset Management, LLC. Kim has been in the financial industry since 2006. Kim specializes in providing financial planning services to individuals and businesses. Kim is registered with the state of California and is active in the Investment Adviser Representative (IAR) category. Kim is also a licensed insurance agent and has worked with Future Focus Financial, LLC since 2006.

SPECIALIZATIONS

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

Westpark Capital, Inc.

location

Atascadero, CA

experience

44 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Kim Ray Kunz is a financial advisor with over 40 years of experience in the financial services industry. Kim currently works at Westpark Capital, Inc. where they are a registered representative. Kim is also registered with FINRA and holds a Series 63, Series 24, Series 6TO, Series 22TO, SIE, Series 62 and Series 1 license. Kim provides financial planning and portfolio management services to individual clients. They specialize in investment companies, pooled investment vehicles, and high net worth individuals. Kim has a long and successful track record of helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

Need help matching

with the right advisor?