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

Commonwealth Financial Network | CFP ® (Certifications)

location

FOLSOM, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Landon Tymochko is a financial advisor with Commonwealth Financial Network and has been in the industry since 2014. Landon has a strong track record in providing financial planning and portfolio management services to individuals, families, and businesses. Landon has a diverse set of credentials including Series 66 and Series 7 licenses, and CFP designation. Landon is registered in 30 states and has an active IA registration in California.

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

Charles Schwab Investment Management, Inc.

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Landon Wriedt is an investment advisor representative at Charles Schwab Investment Management, Inc., headquartered in San Francisco, CA. Landon has been in the industry since 2018 and is registered with the state of Massachusetts. Landon is a Series 66 and Series 7TO licensed professional. Landon's previous employer was Charles Schwab & Co., Inc., in Boston, MA. Landon has experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Corient | CFA ® (Certifications)

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Lane Patrick Hustead is a financial advisor registered with the state of California. Lane is a Chartered Financial Analyst and specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars, market timing services, and portfolio management. Lane is currently employed at Corient, where he is registered as a Registered Representative (RA). Prior to joining Corient, Lane was a Wealth Advisor at Bordeaux Wealth Advisors in Menlo Park, CA, and had previous experience working for Ernst & Young. Lane has a strong understanding of the financial industry and is committed to providing clients with the highest level of personalized service.

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
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Madison Avenue Securities, LLC

location

SAN DIEGO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Lane Masao Yoshida is a financial advisor registered with Madison Avenue Securities, LLC. Lane has been in the industry since 2013, and has experience with a variety of financial products and services. Lane is a registered representative and holds the Series 63, Series 7, and Series 24 licenses. Lane is also qualified to provide financial planning and investment advice.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

DIAMOND BAR, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Lanfeng Zhao is a registered investment advisor representative with Cetera Investment Advisers LLC. Lanfeng Zhao has been in the industry since 2002 and has a Series 7 and Series 66 license. Lanfeng Zhao is also registered as an investment advisor in California. Lanfeng Zhao has experience working for Cetera Financial Specialists LLC and ELZ Accountancy Corp. Lanfeng Zhao is also the owner of EZ & COMPANY CPA INC DBA ELZ ACCOUNTANCY, which provides accounting, tax, and consulting services. In addition, Lanfeng Zhao is also the owner of GOLDEN INVESTMENT LLC DBA GOLDEN INVESTMENT, a real estate investment company. Lanfeng Zhao also owns EZ FAB LLC, an e-commerce business.

SPECIALIZATIONS

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

Morgan Stanley

location

San Francisco, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Lang Huang is a financial advisor registered with Morgan Stanley. Lang has been working in the financial industry since December 18, 2017, and holds the Series 66, Series 7, and SIE licenses. Lang is registered to provide investment advice in 53 states and the District of Columbia, and is also registered to provide investment advice in Texas as a resident of the state.

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

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Langdon Froomer is a financial advisor with UBS Financial Services Inc. Langdon has been in the financial services industry since August 16, 2016 and is registered with the Securities and Exchange Commission (SEC) as a broker and investment advisor. Langdon holds a Series 66 license, a Series 7 license, and the SIE exam. Langdon is registered to offer securities and investment advisory services in 38 states and the District of Columbia. Langdon is located at the UBS Financial Services Inc. office in Los Angeles, California.

SPECIALIZATIONS

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

Miracle Mile Advisors, LLC

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Langley Thomas is an investment advisor representative at Miracle Mile Advisors, LLC. Langley has been in the financial services industry for more than 10 years. Langley is registered to provide investment advice in California. Langley holds the Series 7TO, Series 66 and SIE licenses. Langley's previous experience includes roles at MassMutual Life Insurance Co, MML Investors Services, LLC, Kairos Industries, Canopy Media Partners, Nao Now LLC, Rational Capital LLC, DoorDash, University of Pennsylvania, Porter-Gaud School and Lenox Advisors.

SPECIALIZATIONS

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

Aspiriant, LLC | CFP ® (Certifications)

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Lani Kapur Rains is a financial advisor with Aspiriant, LLC. Lani has been in the industry since September 2007 and is registered with the state of California. Lani specializes in financial planning, portfolio management, and retirement planning. Lani is a Certified Financial Planner and has a strong track record of helping individuals and families 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
Portfolio Management for Investment Companies
Publication of Financial Periodicals
Unclaimed

Atlantic Investments A Registered Investment Advisor, Inc.

location

Sylmar, CA

0 Disclosures

ADVISOR BIO

Lani Dizon is a Registered Investment Advisor Representative with Atlantic Investments A Registered Investment Advisor, Inc., and has been with the firm since April 2019. Lani specializes in financial planning and selection of other advisors. Before joining the firm, Lani worked as a retired professional. Lani is licensed in California.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors

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