Financial advisors in Alameda, CA

45 match · page 1 of 2

Allison Kvikstad
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cliff Shum
Financial advisor at Shum Financial Group, Inc.
Shum Financial Group, Inc. · $322M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dianne Woon
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edward Kofman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elyse Sanchez
Financial advisor at Shum Financial Group, Inc.
Shum Financial Group, Inc. · $322M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Guy Ben Ari
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffry Bratzler
Financial advisor at Bcn Financial, Inc.
Bcn Financial, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Cala
Financial advisor at Independence Square Holdings, LLC
Independence Square Holdings, LLC · $1.83B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Kennedy
Financial advisor at Kevin Kennedy, LLC
Kevin Kennedy, LLC
CFP®VerifiedFinancial planning
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Lan Shaw
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
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Lien Lay
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Minh Dinh
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Nirmal Rout
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Gavrich
Financial advisor at Seasonal Strategy
Seasonal Strategy · $65.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Ginsburg
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Zusman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bitals Maharjan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Lightner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clark Cole
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dawn Hale
Financial advisor at Bcn Financial, Inc.
Bcn Financial, Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Delbert White
Financial advisor at Bcn Financial, Inc.
Bcn Financial, Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dominic McKenna
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Thomas
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Yee
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Woon
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jazmin Soriano
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Kirby
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jimin Chen
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Green
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Cowan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Alameda, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Alameda, CA.

How this list works

Before you hire an advisor in Alameda, CA