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

Wells Fargo Clearing Services, LLC

location

WESTLAKE VILLAGE, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Michener is a financial advisor at Wells Fargo Clearing Services, LLC. Thomas has been in the financial industry since August 2017 and is registered with the state of California. Thomas has a Series 7, 63 and 66 license and is active in both the broker-dealer and investment advisor space. Thomas's firm, Wells Fargo Clearing Services, LLC manages over $500 billion in assets.

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
location

Lompoc, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Woodard is an investment advisor representative at Edward Jones. Thomas has been in the industry for over 10 years, with experience at State Farm VP Management Corp., Kory Robertson Insurance Agency, Kait Hamilton Insurance Agency, Courtney Morrow State Farm Insurance Agency, Mark Jackson State Farm and Julia Tipolt State Farm Insurance Agency. Thomas is registered with the state of California to provide investment advisory services. Thomas holds Series 6, 7TO, 63, and 66 licenses and the SIE designation.

SPECIALIZATIONS

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

Napa, CA

0 Disclosures

ADVISOR BIO

Thomas Frank Commander is an Investment Advisor Representative with CWM, LLC located in Napa, CA. Thomas has been in the industry since September 2019, and is also a licensed Insurance Agent. Previously, Thomas was with United Planners' Financial Services of America a Limited Partner in Napa, CA. Thomas earned his Series 7TO and Series 66 securities licenses and is registered with the state of California.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS
Unclaimed

Perigon Wealth Management, LLC | CFP ® (Certifications)

location

SAN FRANCISCO, CA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Mahone Tolleson is an Investment Advisor Representative at Perigon Wealth Management, LLC. Thomas has been active in the financial services industry since February 12, 1988 and has experience working with high-net-worth individuals, corporations, and pension and profit sharing plans. Thomas is a Certified Financial Plannerâ„¢ and holds Series 7, 24, 63, 65, SIE and 99TO licenses. Thomas is also a registered representative with Purshe Kaplan Sterling Investments, Inc.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WESTLAKE VILLAGE, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Brusca is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. He is a financial professional with a broad range of experience in the financial services industry. Thomas has been active in the industry since 2022 and holds Series 7TO, Series 66, and SIE licenses. He is registered to provide investment advice in multiple states, including California, Texas, Arizona, Colorado, Florida, Hawaii, Michigan, Nevada, Oregon, Tennessee, and Washington. He has a demonstrated commitment to helping clients achieve their financial goals.

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

Sageview Advisory Group, LLC

location

Irvine, CA

0 Disclosures

ADVISOR BIO

Thomas Demko is an Investment Advisor Representative with Sageview Advisory Group, LLC. Thomas has been in the industry since April 2011. Thomas has passed the Series 66, Series 7 and Series 24 exams. Thomas is registered in California. Previous employers include BAY MUTUAL FINANCIAL, LLC. Thomas has specialized in working with individuals, pension and profit-sharing plans, corporations, charitable organizations, and state or municipal government entities.

SPECIALIZATIONS

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

Goldman Sachs & Co. LLC

location

SAN FRANCISCO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Hutchison is a financial professional registered with Goldman Sachs & Co. LLC. Thomas has 2 years of experience in the financial industry. Thomas has passed the Series 79TO and SIE exams. Thomas's specializations include 1, 3, 4, 5, 6, 9 and 10. Thomas was previously employed with MORGAN STANLEY & CO. LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Cetera Investment Advisers LLC

location

SAN CLEMENTE, CA

experience

27 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Thomas Crider is a financial advisor with Cetera Investment Advisers LLC. Thomas has been in the financial services industry for over 24 years. He has served clients in a variety of roles including investment advisor representative, insurance agent, and principal. Thomas is licensed to sell securities in California, Colorado, Tennessee, Texas, and Washington. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. Thomas is also a registered representative with Cetera Advisor Networks LLC.

SPECIALIZATIONS

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

San Francisco, CA

experience

36 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Thomas Craig Bonds has been a registered representative since September 1988 and has over 30 years of experience in the financial services industry. Thomas is currently registered with Morgan Stanley and is also registered as an investment advisor. Thomas has held previous registrations with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc. and Lehman Brothers Inc. Thomas specializes in providing financial advice to individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities.

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

Osaic Wealth, Inc.

location

DANVILLE, CA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Thomas Henry Bilotti has been in the financial services industry since 1994 and is currently registered as an investment advisor representative with Osaic Wealth, Inc. Thomas has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Thomas has a long history of success in the industry, having previously worked for United Securities Alliance, Inc., and WMA Securities, Inc.

SPECIALIZATIONS

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

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