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

Tempus Pecunia | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Christopher Russell is a financial advisor registered with the state of California and has been in the industry since 2014. He is currently employed by Tempus Pecunia and holds the Series 65 license. Christopher Russell has over 13 clients with a total of $3,210,928 in assets under management. Christopher Russell's area of expertise is in providing financial planning, pension consulting and portfolio management for individuals and businesses. He also selects other advisors for his clients. Christopher Russell 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
Unclaimed

Osaic Wealth, Inc.

location

SAN DIEGEO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kemp is a financial advisor with over 12 years of experience in the industry. Christopher is currently registered with Osaic Wealth, Inc. in California and Texas, and holds Series 7, Series 66 and SIE licenses. Christopher has previously worked with FSC Securities Corporation, LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Christopher specializes in providing financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

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

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

NEWPORT BEACH, CA

disclosure

1 Disclosures

ADVISOR BIO

Christopher Budny is a financial advisor with Beacon Pointe Advisors, LLC. Christopher has been in the financial services industry since 2016. Christopher holds the Series 65, Series 63, Series 7 and SIE licenses. Christopher is a Certified Financial Planner. Christopher is registered with the state of Pennsylvania and is a registered investment advisor.

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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

SAN DIEGO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Barstow is a financial advisor at LPL Financial LLC. Christopher has been in the financial industry since 2015. Christopher has a Series 7, Series 99 and Series 66. Christopher is registered in California. The advisor works with individuals, high-net-worth individuals, corporations or other businesses, investment clubs, and pension and profit-sharing plans. Christopher also works with charitable organizations.

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

Silicon Beach Financial LLC | CFP ® (Certifications)

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Christopher Stroup is a Certified Financial Planner with over 5 years of experience in the financial services industry. Christopher is currently registered as an Investment Advisor Representative with Silicon Beach Financial LLC. Previously, Christopher was employed at Abacus Wealth Partners. Christopher specializes in financial planning and investment management, providing personalized guidance to individuals, high net worth individuals, and corporations. He is committed to helping clients achieve their financial goals through a collaborative and transparent approach.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
TAX PREPARATION SERVICES
Unclaimed

Clear Creek Financial Management, LLC

location

Loomis, CA

disclosure

1 Disclosures

ADVISOR BIO

Christopher Shuba is a financial advisor with Clear Creek Financial Management, LLC in Loomis, CA. Christopher has been in the financial services industry for over 20 years and holds both Series 7 and Series 66 licenses. Prior to joining Clear Creek Financial Management, LLC, Christopher was employed by Ameriprise Financial Services, Inc. and Columbia Management Investment Distributors, Inc. Christopher specializes in working with individuals, high net worth individuals, and charitable organizations.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

SAN FRANCISCO, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Todd Solmssen is a financial advisor based in San Francisco, California. Christopher has been working in the financial industry since November 21, 2001 and is currently registered with RBC Capital Markets, LLC. Christopher has previously worked with EVERCORE GROUP L.L.C., CREDIT SUISSE SECURITIES (USA) LLC, SCHRODER FUND ADVISORS INC., BRINSON ADVISORS, and SUNAMERICA CAPITAL SERVICES, INC.. Christopher has a broad range of experience in financial markets and a wide selection of licenses and registrations. Christopher's professional certifications include Series 63, Series 24, Series 57TO, SIE, Series 87, Series 86, and Series 7. Christopher can provide financial planning, pension consulting, educational seminars, selection of other advisers, 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

Los Angeles, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Toregas is a financial advisor with over 13 years of experience in the industry. Christopher is currently registered with UBS Financial Services Inc. and holds Series 7, Series 66 and SIE licenses. Previously, Christopher was registered with MORGAN STANLEY in Santa Monica, CA. Christopher specializes in providing financial advice to individuals and families, businesses, high-net-worth individuals, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and corporations or other businesses.

SPECIALIZATIONS

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

5T Wealth, LLC | CFA ® (Certifications)

location

NAPA, CA

0 Disclosures

ADVISOR BIO

Christopher Roth is a financial advisor with 5T Wealth, LLC. Christopher has been in the industry since 2012 and has a Series 65 license. Christopher is also a Chartered Financial Analyst. 5T Wealth, LLC is an investment advisory firm that provides financial planning, portfolio management, and educational seminars. The firm has over $283 million in assets under management. They are registered with the Securities and Exchange Commission (SEC) and operate in multiple states.

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

UBS Financial Services Inc.

location

La Jolla, CA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Radici is a financial advisor with UBS Financial Services Inc. Christopher has been in the financial industry since 1997. Christopher's professional experience includes working at Citigroup Global Markets Inc. and Merrill Lynch. Christopher is registered with the state of Texas, California and other states as a registered representative and investment advisor. Christopher's practice focuses on providing financial planning, portfolio management and educational seminars to individuals, businesses, charitable organizations and high net worth individuals.

SPECIALIZATIONS

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

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