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

Osaic Wealth, Inc.

location

CLOVIS, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Robert Edwin Lemley is a financial advisor with Osaic Wealth, Inc. based in Clovis, California. Robert has been in the industry since October 4, 1982 and is registered with the state of California and several other states. Robert has a broad range of experience in the financial services industry, including positions with Securities America, Inc. and Independent Financial Group, LLC. Robert offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and pension consulting. Robert is committed to providing his clients with personalized service and sound financial advice.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TEMECULA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Robert Matthew Thompson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over seven years of experience in the industry. Robert holds a Series 66, Series 7 and SIE licenses and is registered to provide investment advice in 22 states. In addition to his work at Merrill Lynch, Robert has held previous roles at Fabozzi & Miller APC and Bank of America, N.A. Robert's primary focus is on providing investment advice to a variety of clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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

LPL Financial LLC

location

SACRAMENTO, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Robert Love is an active investment advisor representative with LPL Financial LLC, with over 12 years of experience in the financial industry. Robert has earned the Series 6, 7, 63 and 65 licenses and the SIE exam. Robert is registered in California, Idaho, Illinois, North Carolina, Pennsylvania and Washington and has been registered with LPL Financial LLC since 2018. Previously, Robert worked at Liberty Group LLC from 2014 to 2018 and New England Securities from 2011 to 2014. Robert specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOS ANGELES, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Robert Pastrana is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert is registered with the state of California and Texas. Robert has been in the industry since June 3, 2011. Robert offers a variety of financial services including investment advisory services, pension consulting and educational seminars.

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

Ameriprise Financial Services, LLC

location

Roseville,, CA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Stanley Bjekich is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since November 2, 1992 and is registered as an investment advisor representative in California and Texas. Robert's experience includes working with individuals, families, corporations, charitable organizations, and pension and profit-sharing plans. Robert specializes in providing asset allocation, financial planning, pension consulting, educational seminars, and portfolio management services.

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

Park Avenue Securities LLC

location

IRVINE, CA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Bukacek is a financial advisor with Park Avenue Securities LLC. Robert has been working in the financial industry since April 22, 2010. Robert has a broad range of experience in the financial services industry. Robert's specialties include financial planning, portfolio management for individuals, and portfolio management for businesses. Robert has a strong commitment to providing clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

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

SALINAS, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Robert Mendonsa is a financial advisor with Morgan Stanley, working in the SALINAS, CA branch. Robert has been in the financial industry since September 11, 2000. Robert holds the Series 63, 65, 7 and SIE securities licenses. Robert has been registered with Morgan Stanley since June 1, 2009 and previously worked for CITIGROUP GLOBAL MARKETS INC. from September 11, 2000 to June 1, 2009.

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

Capital Group Private Client Services, Inc.

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Robert Barron Lewis is an investment advisor representative at Capital Group Private Client Services, Inc. Robert is licensed in California, Florida, Georgia, Illinois, Nevada, New York and Texas. Robert has been in the industry since May 2004. Robert has passed the Series 7, Series 31 and Series 66 exams. Robert has previously worked at Sanford C. Bernstein & Co., LLC in Tampa, FL. Capital Group Private Client Services, Inc. specializes in providing investment advisory services to individuals, families, and institutions. The firm has offices in Los Angeles, CA and Boca Raton, FL.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

YUBA CITY, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Robert Reed has been a financial advisor for over 20 years. Robert is registered with Cetera Investment Advisers LLC in California. Robert has a broad range of experience in the industry, including working with clients of all types, such as individuals, families, businesses, and institutions. Robert is committed to providing personalized financial advice to help 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
Unclaimed

MML Investors Services, LLC

location

San Mateo, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Robert Miller is a financial advisor with MML Investors Services, LLC, registered with the state of California, Nevada, Missouri, Idaho and Arizona. Robert has been in the financial services industry since November 1994 and has been with MML Investors Services, LLC since March 2017. Previously, Robert has held positions with MSI Financial Services, Inc. and New England Securities. Robert is a Series 6 and Series 63 licensed representative. Robert specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Need help matching

with the right advisor?