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

Sackett Wealth Advisors, Inc.

location

Brea, CA

0 Disclosures

ADVISOR BIO

Shaun James Sackett is an investment advisor representative at Sackett Wealth Advisors, Inc. based in Brea, CA. Shaun has been in the industry since 2010, previously working with Independent Financial Group, LLC and Genworth Financial Securities Corporation. Shaun's experience and knowledge provide a valuable service to clients seeking advice on financial and tax services. Shaun holds Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FINANCIAL CONSULTING
Unclaimed

Fairway Capital Advisors

location

Newport Beach, CA

disclosure

1 Disclosures

ADVISOR BIO

Shaun Patrick Mutch is a financial advisor who works for Fairway Capital Advisors. Shaun Patrick Mutch has been in the financial industry since 2008. Currently, Shaun Patrick Mutch is registered with the state of California and Texas. Shaun Patrick Mutch is also licensed to sell securities in California and Texas.

SPECIALIZATIONS

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

LPL Financial LLC

location

SANTA ANA, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Shaun Soukenik is a financial advisor at LPL Financial LLC. Shaun has been working in the financial services industry since July 2014 and holds both Series 7 and 66 licenses. Shaun specializes in providing financial planning services and portfolio management for individuals and businesses. Shaun is registered in 21 states including California, Arizona, Arkansas, Colorado, Connecticut, Florida, Idaho, Illinois, Michigan, Minnesota, Montana, Nevada, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, and Washington.

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

Advisor Share Wealth Management

location

Manteca, CA

0 Disclosures

ADVISOR BIO

Shaun Robert Vaught is a financial advisor with Advisor Share Wealth Management. Shaun has been in the financial services industry for over 15 years. Shaun specializes in financial planning, portfolio management, and insurance services. Shaun is registered with the state of California as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER
Unclaimed

J.p. Morgan Securities LLC

location

VISALIA, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Shaun Pedroncelli is a financial advisor in Visalia, California. Shaun has been in the industry since May 2012 and is currently registered with J.P. Morgan Securities LLC. Shaun also worked previously at CHASE INVESTMENT SERVICES CORP. Shaun is registered as an Investment Advisor Representative in California and Texas. Shaun holds a Series 7, 6, and 66 license.

SPECIALIZATIONS

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

Western International Securities, Inc. | CFP ® (Certifications)

location

Westlake Village, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Shaun Michael Beyrer is a financial advisor registered with Western International Securities, Inc. and has been in the industry since 2004. Shaun is also a Certified Financial Planner. Shaun is licensed to provide financial advice in California. Shaun's previous employers include J.P. Morgan Securities LLC, TD Ameritrade, Inc., PNC Investments, and Chase Investment Services Corp.

SPECIALIZATIONS

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

LPL Financial LLC

location

CARMEL, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Shaun McGeary is a financial advisor at LPL Financial LLC in CARMEL, CA. Shaun has been in the industry since 2005 and holds a Series 7, Series 24, and Series 66 license. Shaun previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

Stifel, Nicolaus & Company, Inc.

location

LOS ANGELES, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Shaun Ramirez is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Los Angeles, CA. Shaun has been in the financial industry since 1998. Shaun has passed the Series 7, Series 63 and SIE exams. Prior to joining Stifel, Nicolaus & Company, Inc., Shaun worked at HANIFEN, IMHOFF INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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
location

Los Angeles, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Shaun Mathers is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Shaun has been in the industry since 2020. Shaun holds the Series 66, Series 7TO, and the SIE licenses. Shaun has a background in law enforcement and has a strong understanding of financial markets. Shaun is committed to providing his clients with personalized financial advice and investment solutions. Shaun currently serves as a financial advisor in Los Angeles, CA and holds registrations to serve clients in several states.

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

Commonwealth Financial Network

location

Yreka, CA

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shaun Walton is a financial advisor at Commonwealth Financial Network. Shaun has been in the financial industry since 2022 and has a Series 7TO, Series 66, and SIE. Shaun's primary office is located in Yreka, CA. Shaun is registered to provide investment advisory services in Arizona, California, Georgia, Maryland, Missouri, Nevada, Oregon, and Washington. Shaun is also a licensed insurance agent in California. In addition to financial advising, Shaun also owns and operates a private entity, Pacific Private Wealth, LLC, established to facilitate securities, advisory, and insurance business.

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

Need help matching

with the right advisor?