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

Allworth Financial, LP | CFP ® (Certifications)

location

FOLSOM, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Ingwersen is a financial advisor with Allworth Financial, LP. Laurie has been in the financial services industry since 2000 and holds Series 7, Series 63, and Series 65 licenses. Laurie is a Certified Financial Planner. Laurie has prior experience with PURSHE KAPLAN STERLING INVESTMENTS and UBS FINANCIAL SERVICES INC.

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

Commonwealth Financial Network

location

La Mesa, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Lipman is a financial advisor at Commonwealth Financial Network. Laurie has been working in the financial services industry since September 6, 2001, and has extensive experience with investments and financial planning. Laurie is registered with the state of California as an investment advisor representative and has a Series 7 and 66 license. Laurie is also a licensed insurance agent and has experience working with clients in a variety of areas, including retirement planning, college savings, and estate planning. Laurie is dedicated to providing her clients with personalized financial advice and helping them 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
Unclaimed

Fidelity Personal AND Workplace Advisors

location

CAMPBELL, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Lauro Armando Hernandez cabral is a financial advisor with Fidelity Personal AND Workplace Advisors. Lauro has been working in the financial industry since 2021. Lauro is a registered representative in California and Texas and is also registered as an investment advisor representative in California and Texas. Lauro is also licensed to provide financial planning services and portfolio management services. Lauro has passed the Series 7TO and SIE exams and the Uniform Combined State Law Examination. Lauro specializes in portfolio management for individuals and businesses, as well as financial planning. Lauro is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

San Diego, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Lautaro Millaman-teruel is a financial advisor with Charles Schwab & CO., Inc. Lautaro is registered with the state of California as a Registered Representative and Investment Advisor Representative. Lautaro is also registered with FINRA. Lautaro has been in the industry since 2022. Lautaro has worked for Charles Schwab & CO., Inc. and Charles Schwab Bank, SSB. Lautaro is a Series 66, Series 9, Series 7TO, and SIE licensed professional. Lautaro has experience in providing financial planning, selection of other advisors, and wrap fee program sponsorship.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

J.p. Morgan Securities LLC

location

Danville, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Lavanya Palakurthi is an investment advisor representative at J.P. Morgan Securities LLC. Lavanya is a registered representative in California and Texas and has been in the industry since October 5, 2014. Lavanya has a wide range of experience in the financial services industry, including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America Corporation. Lavanya is dedicated to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Lavinia Boettcher is a registered representative with Equitable Advisors, LLC and has been working in the financial services industry since August 2023. Lavinia is based in LOS ANGELES, CA. Lavinia has passed the Series 66, Series 7TO, and SIE exams. Lavinia provides financial planning services to individuals, businesses, pension plans, and charitable organizations. Lavinia is dedicated to helping clients reach their financial goals. Lavinia also volunteers with The American Red Cross and The People Concern.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC

location

Vallejo, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Lawrance Malone Johnson is a financial advisor with Kestra Investment Services, LLC. Lawrance has been working in the financial services industry since 1996, and currently holds registrations in California and Texas. Lawrance specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth individuals. Lawrance's previous experience includes roles with Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Securities America, Inc., Brecek & Young Advisors, Inc., and Money Concepts Capital Corp. Lawrance is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

DIAMOND BAR, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Lawrence Hoey is an investment advisor representative with over 17 years of experience. Lawrence Hoey is currently registered with LPL Financial LLC and has been with them since 2012. Previously, Lawrence Hoey was associated with PFS Investments Inc. from 2005 to 2012.

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
location

San Francisco, CA

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lawrence Kiet Young is a financial advisor registered with Morgan Stanley in San Francisco, California. Lawrence has been in the industry since January 15, 2018. Lawrence has a Series 7, Series 66, and SIE license. Lawrence also has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lawrence is currently licensed in 53 states, plus the District of Columbia and Puerto Rico.

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

Emerson Equity LLC

location

Irvine, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Lawrence Goudy is a financial advisor at Emerson Equity LLC. Lawrence has been working in the financial services industry since 2014. Lawrence specializes in providing portfolio management for individuals and financial planning services. Lawrence has passed Series 63, Series 22TO, SIE, and Series 7 exams.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)

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