Financial advisors in Brea, CA

178 match · page 4 of 6

Jack West
Financial advisor at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC · $13.45B AUM
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Jacqueline Quiroz
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jae Koo
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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James Kefalas
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Jamie Brown
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Jaron Tsukamoto
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Jason Jin
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
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Jayce Lowe
Financial advisor at Lighthouse Financial Services Inc
Lighthouse Financial Services Inc · $472.5M AUM
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Jean-Paul Afif
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jeffrey Tiedge
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Jennifer Ho
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Jenning Chen
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
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Jenny Choe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jeremiah Gramm
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Jodi Estrada
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Cowley
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Joseph Richard
Financial advisor at Anchor Financial Group
Anchor Financial Group · $102.4M AUM
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Joseph Turner
Financial advisor at Ministry Partners Securities, LLC
Ministry Partners Securities, LLC · $25.4M AUM
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Kathleen Chou
Financial advisor at Lifeworks Advisors, LLC
Lifeworks Advisors, LLC · $966.7M AUM
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Kenneth Ibbetson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Kevin Etter
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Kevin Han
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Kevin Luu
Financial advisor at Lifeworks Advisors, LLC
Lifeworks Advisors, LLC · $966.7M AUM
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Kevin Simon
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kimberly Jaso
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kurt Chen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Leyton Bohren
Financial advisor at Lifeworks Advisors, LLC
Lifeworks Advisors, LLC · $966.7M AUM
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Lisa Miller
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Livmillie Arias
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Louis Dong
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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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 Brea, 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 Brea, CA.

How this list works

Before you hire an advisor in Brea, CA