Financial advisors in Carlsbad, CA

466 advisors · page 3 of 16

Kent Tedrick
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
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Kevin Radcliffe
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Kyle Johnson
Financial advisor at Pfg Advisors
Pfg Advisors · $3.26B AUM
CFP®VerifiedFinancial planning
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Lawrence Ladd
Financial advisor at Coronado Investment Advisors, LLC
Coronado Investment Advisors, LLC · $28.6M AUM
CFP®Verified
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Lily Fallah
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Lloyd Manzanilla
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Mark Ealy
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
CFP®VerifiedFinancial planning
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Matthew Brayer
Financial advisor at Carlsbad Wealth Advisory Group, Inc.
Carlsbad Wealth Advisory Group, Inc. · $237.6M AUM
CFP®VerifiedFinancial planning
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Matthew Callahan
Financial advisor at Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. · $459.3M AUM
CFP®VerifiedFinancial planning
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Matthew Leonard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Maureen Verduyn
Financial advisor at The Financial Team, Inc.
The Financial Team, Inc.
CFP®VerifiedFinancial planning
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Meris Collier
Financial advisor at Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC · $8.88B AUM
CFP®VerifiedFinancial planning
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Michael Gallop
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Michael Sellman
Financial advisor at Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors, Inc. · $145.6M AUM
CFP®VerifiedFinancial planning
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Nannette Belt
Financial advisor at Inspiration Financial Planning
Inspiration Financial Planning · $14.7M AUM
CFP®VerifiedFinancial planning
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Nicholas Di Paolo
Financial advisor at Forum Private Wealth, LLC
Forum Private Wealth, LLC
CFP®VerifiedFinancial planning
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Nicholas Gardner
Financial advisor at The Financial Team, Inc.
The Financial Team, Inc.
CFP®VerifiedFinancial planning
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Nicholas Iammarino
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Nicholas McCoy
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Olivia Gliege
Financial advisor at Financial Focus LLC
Financial Focus LLC · $800M AUM
CFP®VerifiedFinancial planning
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Patrick McGill
Financial advisor at Pilot Retirement Advisors
Pilot Retirement Advisors · $42.2M AUM
CFP®Verified
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Robert Nachtsheim
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Ross Hansen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Scott Chelberg
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
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Scott McClatchey
Financial advisor at Ballast Rock Private Wealth
Ballast Rock Private Wealth · $405.7M AUM
CFP®VerifiedFinancial planning
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Shelley Boyce
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shelley Murasko
Financial advisor at Wealthrise Financial Planning, LLC
Wealthrise Financial Planning, LLC · $136M AUM
CFP®VerifiedFinancial planning
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Stephen Masula
Financial advisor at Advisors Wealth Management, Inc
Advisors Wealth Management, Inc · $12.9M AUM
CFP®VerifiedFinancial planning
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Stephen Nelson
Financial advisor at Birchwood Capital
Birchwood Capital · $105.2M AUM
CFP®VerifiedFinancial planning
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Steven Clement
Financial advisor at Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC · $8.88B AUM
CFP®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 Carlsbad, 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 Carlsbad, CA.

How this list works

Before you hire an advisor in Carlsbad, CA