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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAN MATEO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Lata Bhattarai Malla is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lata is licensed in multiple states and holds the Series 7TO, Series 66, and SIE licenses. Lata has been in the financial industry since 2019.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Voya Financial Advisors, Inc.

location

LOS ANGELES, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

La Tanya Denise Harris is a financial advisor with Voya Financial Advisors, Inc., located in Los Angeles, California. La Tanya has been working in the financial industry since 2014 and holds the Series 6, 63, and SIE licenses. La Tanya is also a registered investment advisor in California. La Tanya offers a variety of services, including financial planning, portfolio management for businesses and individuals, and educational seminars.

SPECIALIZATIONS

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

San Luis Obispo, CA

experience

19 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Latisha Pryor is a financial advisor registered with Morgan Stanley. Latisha has been a financial advisor for over 17 years, with experience in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Latisha is licensed to offer investment advice in 52 states and is also registered as an Investment Advisor Representative in Texas.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Latonya Kent is a financial advisor with LPL Financial LLC and has been in the industry since July 2021. Latonya holds the Series 7, Series 99 and the SIE exams and is registered with FINRA and LPL Financial LLC. Latonya works from the branch office located in San Diego, California.

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

SCF Investment Advisors, Inc.

location

BAKERSFIELD, CA

0 Disclosures

ADVISOR BIO

Latroy Dinkins is a registered investment advisor representative of SCF Investment Advisors, Inc. Latroy has been in the financial industry for over 10 years and holds the Series 65 license. Latroy's experience includes working at companies like Cintas, DS Services, Aramark and Moneywise. Latroy Dinkins provides financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations. SCF Investment Advisors, Inc. has been serving clients since 1994 and manages over $2 billion in assets.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

San Diego, CA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Laudente Gallegos is a financial advisor with Edward Jones. Laudente has been in the financial industry since July 2019. Laudente is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 28 states. Laudente specializes in retirement planning, college savings, and investment management.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

MANHATTAN BEACH, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Laura Tompkins has been in the financial industry since February 2009. Laura is currently registered with Ameriprise Financial Services, LLC. Laura is a licensed investment advisor in California. Laura also holds Series 6, 63 and 65 licenses as well as the SIE license. Laura has been registered with JP Morgan Securities LLC, Chase Investment Services Corp., and Investment Centers of America, Inc. in the past. Laura specializes in providing financial planning, asset allocation services, and investment management.

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

Mercer Global Advisors Inc.

location

Newport Beach, CA

0 Disclosures

ADVISOR BIO

Laura Anne Madariaga is an Investment Advisor Representative with Mercer Global Advisors Inc. Laura is registered in California. Laura has been in the industry since November 2014. Laura is also registered with Mercer Global Advisors Inc. and has been with the firm since September 2015. Laura has one state exam, the Uniform Investment Adviser Law Examination (Series 65).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Laura Decker is a financial advisor at Cetera Investment Advisers LLC in San Diego, CA. Laura has been a financial advisor for over 16 years and holds a Series 6, Series 7, Series 26, Series 51, and Series 63 licenses. Laura is also a Certified Financial Planner. Laura is a registered representative in 19 states and a registered investment advisor in 2 states. Laura has experience in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Devore Financial Advisors LLC

location

ESCONDIDO, CA

0 Disclosures

ADVISOR BIO

Laura Devore is a financial advisor at Devore Financial Advisors LLC, based in Escondido, CA. Laura has been working in the financial industry since 1987 and holds licenses for both insurance and investments. Laura is a licensed investment advisor representative (IAR) in California. Laura Devore has experience providing financial planning and portfolio management for individuals and has experience selecting other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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