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

Wells Fargo Clearing Services, LLC

location

WESTLAKE VILLAGE, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Austin Kratochvil is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Austin has been in the industry since 2020. Austin holds the Series 7, Series 66 and SIE securities licenses. Austin previously worked at Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC. Austin's current office is located in Westlake Village, CA.

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

Stifel, Nicolaus & Company, Inc.

location

LOS ANGELES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Austin Gong li Chan is a financial professional with Stifel, Nicolaus & Company, Inc.. Austin is registered with FINRA, a self-regulatory organization, as a registered representative. Austin has Series 63, 52TO and SIE licenses and is registered in multiple states as a securities professional.

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
Unclaimed

MML Investors Services, LLC

location

Brentwood, CA

0 Disclosures

ADVISOR BIO

Austin Hunt is a registered representative with MML Investors Services, LLC and has been in the industry since 2024. Austin has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Austin is currently registered in California as an Investment Advisor Representative. Austin specializes in several areas, including asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Austin's primary office is located in Brentwood, CA. In addition to their work with MML Investors Services, LLC, Austin is also a partner at CNEM, a consulting firm that provides hospitality and digital marketing 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 PROGRAMS
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Austin Costello is a financial advisor who has been in the industry since April 2018. Austin is currently registered with LPL Financial LLC. Austin has Series 7, Series 66 and SIE licenses and has a Certified Financial Planner designation. Previously, Austin was registered with GENEOS WEALTH MANAGEMENT, INC. and RAYMOND JAMES FINANCIAL SERVICES, INC. Austin has over 10 years of experience in the financial services industry. Austin is registered in 12 states and has a specializations in a variety of investment areas.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Austin Tyler is a financial advisor at Morgan Stanley. Austin has been in the financial services industry since 2018 and is registered with the state of California. Austin has a wide range of experience in financial planning, portfolio management, and investment advice. Austin is committed to providing his clients with personalized financial advice and guidance.

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

J.p. Morgan Securities LLC

location

SACRAMENTO, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Austin Van Weele is a registered representative with J.P. Morgan Securities LLC. Austin has been in the industry since November 2023 and is active in California. Austin holds the Series 63, Series 6TO and SIE licenses.

SPECIALIZATIONS

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

American Investors Co.

location

CAMPBELL, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Austin Mitchell Hary is a financial advisor affiliated with American Investors Co. Austin has been in the financial services industry since April 2012 and holds licenses for securities and insurance. Austin is registered with the state of California and holds a Series 6, Series 63, and SIE licenses. Austin primarily works with high net worth individuals, as well as corporations and other businesses, individuals other than high net worth individuals, and charitable organizations. American Investors Co. is a Registered Investment Advisor that provides financial advice to individuals, families, and businesses. American Investors Co. is headquartered in San Ramon, California.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

TORRANCE, CA

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Austin Arata is a financial advisor with Ameriprise Financial Services, LLC. Austin has been in the financial services industry since March 2015. Austin holds Series 7, Series 66 and SIE licenses. Austin is registered in 32 states and is active in both Broker-Dealer and Investment Advisor roles. Austin's firm, Ameriprise Financial Services, LLC is a large financial services firm with over 140,000 clients. The firm manages assets in the range of $1 billion to $10 billion and offers a variety of financial services including financial planning, portfolio management, and educational seminars.

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

LPL Financial LLC

location

SAN DIEGO, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Austin Pate is a financial advisor with over 6 years of experience in the industry. Austin is registered with LPL Financial LLC and holds several licenses and designations. Austin currently works in LPL Financial LLC’s San Diego branch. Austin has a broad range of experience and specializes in providing financial advice to individuals, families, and businesses.

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

Epiq Capital Group, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Austin William Quinn is an investment advisor representative registered with Epiq Capital Group, LLC. Austin has been in the industry since 2020 and holds a Series 65 license. Austin specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

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