Financial advisors in Camarillo, CA

80 match · page 2 of 3

David Kanongataa
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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David Wire
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Deborah Zuniga
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Dominic Pino
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Don Ivey
Financial advisor at Inflection Advisors
Inflection Advisors · $84.2M AUM
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Jack Randall
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jaclynn Sanchez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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James Bruckner
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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James McNamara
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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James Roberts
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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James Roberts
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Jeffrey Sardo
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Jeffrey Wright
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
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Jennifer McGee
Financial advisor at Equity Management Group
Equity Management Group · $67.3M AUM
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John Bowers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jorge Zambrano
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jose Rubio
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Karen Jones
Financial advisor at Summit Wealth Management Group, Inc.
Summit Wealth Management Group, Inc. · $249.5M AUM
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Karen Kinrose
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Katia Kin
Financial advisor at Inflection Advisors
Inflection Advisors · $84.2M AUM
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Kerrie Jensen Schwartz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kristofer Pettit
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Lance Nelson
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
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Mark Sauer
Financial advisor at All One Wealth, LLC
All One Wealth, LLC · $45.7M AUM
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Melanie Martinez
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Michael Drews
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Mike Kilpatrick
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
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Morgan Lange
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Neil Westerman
Financial advisor at Summit Wealth Management Group, Inc.
Summit Wealth Management Group, Inc. · $249.5M AUM
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Omar Herrera
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Camarillo, 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 Camarillo, CA.

How this list works

Before you hire an advisor in Camarillo, CA