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

Independent Financial Group, LLC

location

SAN DIEGO, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Brett Cyril Little is an investment advisor representative registered with Independent Financial Group, LLC. Brett has been in the financial industry since October 4, 2005. Brett is licensed in 10 states including Arizona, California, Colorado, Florida, Hawaii, Idaho, Nevada, Texas, Utah, and Washington. Brett also holds a Series 66 license. Brett is affiliated with Independent Financial Group, LLC, which has 519 registered representatives, 503 investment adviser representatives, and 499 licensed agents. Brett provides financial planning, portfolio management for individuals and businesses, and pension consulting services.

SPECIALIZATIONS

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

Corient | CFP ®,CFC ®,CFA ® (Certifications)

location

San Diego, CA

0 Disclosures

ADVISOR BIO

Brett Ryan Pernicano is a financial advisor with over 17 years of experience in the industry. Brett is a CERTIFIED FINANCIAL PLANNER™, CHARTERED FINANCIAL CONSULTANT, and CHARTERED FINANCIAL ANALYST. Brett is currently registered with Corient. Brett has also been registered with AXA ADVISORS, LLC, DOWLING & YAHNKE, LLC, CIPW Service Company, LLC, and Corient Services LLC. Brett specializes in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Brett holds several industry certifications, including the Series 7, Series 24, and Series 66 exams. Brett is committed to providing his clients with personalized financial advice and strategies to help 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
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Davies Financial Advisors, Inc. | CFP ® (Certifications)

location

MURRIETA, CA

disclosure

1 Disclosures

ADVISOR BIO

Brett T Griffin is a financial advisor who has been in the industry for over 20 years. Brett is currently registered with Davies Financial Advisors, Inc. and has been with the firm since January 2024. Prior to joining Davies Financial Advisors, Inc., Brett was an advisor at Charles Schwab & Co., Inc. from 2005 until January 2024, and before that worked at Morgan Stanley DW Inc. and Merrill Lynch. Brett is a Certified Financial Planner and has passed several industry exams. Brett works with both individuals and businesses, and provides financial planning, pension consulting, and investment management services.

SPECIALIZATIONS

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

Three Bridge Wealth Advisors

location

LOS ALTOS, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Brett Sharkey is a financial advisor with over 20 years of experience in the industry. Brett currently works for Three Bridge Wealth Advisors and is registered in California and New York. Brett specializes in providing financial advice to high-net-worth individuals and individuals other than high-net-worth, and offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Three Bridge Wealth Advisors, Brett worked for Sanctuary Securities LLC, Hightower Securities, LLC, Purshe Kaplan Sterling Investments, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Brett has passed the Series 63, 65, 7, 99TO, and SIE exams.

SPECIALIZATIONS

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

Golden State Wealth Management, LLC

location

Carlsbad, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brett Elliott is a financial advisor who has been in the industry for 6 years. Brett is registered with Golden State Wealth Management, LLC. Brett has a strong track record of providing financial advice to individuals and families.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Brett Warren Rowe is a financial advisor registered with LPL Financial LLC in California. Brett has been in the industry since at least April 2022. Brett is a Certified Financial Planner and specializes in a variety of financial services, including financial planning, portfolio management, and pension consulting.

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Brett Atkinson is a financial advisor who has been in the industry since 1999. Brett is a registered representative of Wells Fargo Clearing Services, LLC. Brett has previously been registered with Ameriprise Financial Services, LLC and Ameriprise Advisor Services, Inc., as well as Crowell, Weedon & Co. Brett specializes in providing financial planning services, investment consulting services to institutional clients, pension consulting, and portfolio management for individuals and businesses. Brett is also a Certified Financial Planner.

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

Asset & Wealth Management Search LLC

location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Brett Faitlowicz is an Investment Advisor Representative with Asset & Wealth Management Search LLC. Brett is licensed to provide investment advice in California and New York. Brett has been in the industry since July 2013. Brett has also worked as a recruiter for Asset & Wealth Management Search LLC since July 2013. Brett specializes in recruiting for asset management and wealth management firms. Asset & Wealth Management Search LLC is an executive search firm that specializes in the asset management and wealth management industries. The firm primarily serves as a referral service for other investment advisors.

SPECIALIZATIONS

Selection of Other Advisors
SOLICIT CLIENTS FOR OTHER INVESTMENT ADVISERS
Unclaimed

Independent Financial Group, LLC

location

SAN DIEGO, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Brett Gatta is a financial advisor who is registered with the state of California and Texas. Brett is currently registered as an Investment Advisor Representative with Independent Financial Group, LLC. Brett has been a financial advisor for more than 10 years and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Brett specializes in providing financial planning, portfolio management, and pension consulting services. Brett has previously worked with Securities America, Inc., Park Avenue Securities LLC, Morgan Stanley, and John Thomas Financial. Brett has Series 63, Series 65, Series 7, and SIE licenses.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

UPLAND, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brett Cole Sanner has been in the financial services industry since February 1994. Brett is currently registered with Raymond James Financial Services Advisors, Inc. and has several other business interests. Brett has a broad range of experience and is registered in 48 states. Brett's current registration is with the state of California.

SPECIALIZATIONS

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

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