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

SANTA BARBARA, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Luxford is a financial advisor with Edward Jones. Christopher has been in the industry since March 2016 and is registered in California and Texas. Christopher's primary office is located in Santa Barbara, CA. Christopher's areas of expertise include portfolio management for individuals, financial planning, and pension consulting. He has a Series 7 and Series 66 license, and the SIE exam.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

SAN DIEGO, CA

experience

21 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Wells is a financial advisor with RBC Capital Markets, LLC. Christopher has over 19 years of experience in the financial industry. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 securities licenses. Christopher is registered as an investment advisor representative in California and Texas. Christopher also has a Series 63 license. Christopher previously worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc.

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

MML Investors Services, LLC

location

LOS ANGELES, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Gregory is a financial advisor registered with MML Investors Services, LLC. Christopher has been in the financial industry since June 2022. Christopher has Series 7TO, Series 66, and SIE licenses. Christopher is registered in Arizona, Arkansas, California, Massachusetts, New York, Texas, Utah, and Virginia. Christopher specializes in helping individuals, corporations, trusts, and foundations. Christopher also works with insurance companies, charitable organizations, pension plans, and banking institutions. Christopher is committed to providing personalized financial advice to help clients reach 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Murrieta, CA

0 Disclosures

ADVISOR BIO

Christopher George Haddad is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Christopher has a strong background in the financial services industry, having previously worked with firms like T. Rowe Price Investment Services, Inc., MML Distributors, LLC, and ING Financial Partners, Inc. His expertise encompasses a range of financial services, including portfolio management, financial planning, pension consulting, and selection of other advisors. Christopher is committed to helping clients 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
HOURLY & FIXED RATE CONSULTATIONS
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 Advisory Services, LLC

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Christopher Syktich is a financial advisor with Osaic Advisory Services, LLC. Christopher has been in the financial services industry since 2006. Christopher is licensed to offer investment advisory services in California and Texas. Christopher is registered with the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

IRVINE, CA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher C. Delos-santos is a financial advisor with J.P. Morgan Securities LLC, located in Irvine, CA. Christopher has over 10 years of experience in the financial services industry, having previously worked at Chase Investment Services Corp. Christopher holds the Series 6, Series 63, and SIE licenses. Christopher is registered in California, Maryland, Nevada and Pennsylvania.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

CHICO, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Jaques is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc.. Christopher has been in the industry since March 2007. Christopher is licensed to provide investment advice in 30 states and is also registered with FINRA.

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

Trilogy Capital, Inc.

location

Torrance, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Molony is an investment advisor representative with Trilogy Capital, Inc. Christopher has been in the financial industry since 2008 and holds a Series 6, Series 7, Series 63, Series 65, and SIE license. Christopher has worked with clients in a variety of states including California, Texas, Florida, Arizona, and Nevada. Christopher is registered with FINRA, the Securities and Exchange Commission, and the states of California and Texas. Christopher provides a variety of financial services, including investment advice, financial planning, and portfolio management.

SPECIALIZATIONS

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

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Christopher J Cobb is a registered representative with LPL Financial LLC, located in SANTA MONICA, CA. Christopher J Cobb is licensed to provide securities-related services in California. Christopher J Cobb has been in the industry since 2024. Christopher J Cobb has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Christopher J Cobb has experience in providing securities-related services.

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

Need help matching

with the right advisor?