Financial advisors in Cerritos, CA

54 advisors · page 1 of 2

Eugene Lam
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Geoffrey Mizrahi
Financial advisor at Wells Fargo Advisors
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Gilliland
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Magdaleno
Financial advisor at Latitude Advisors, LLC
Latitude Advisors, LLC · $566.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Akihiko Mogi
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Amit Rathod
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Brian Burnett
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Moore
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Catalina Delgado Ascencio
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Christian Lozano
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Gougis
Financial advisor at Penserra Wealth Management
Penserra Wealth Management · $2.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Jeong
Financial advisor at W&S Brokerage Services, Inc.
W&S Brokerage Services, Inc. · $257.2M AUM
Verified
View page Check on SEC IAPD ↗
Dean Choi
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Bettger
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Elmer Sarmiento
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Esther Moon
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Tsou
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
George Washington
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ghassan Nakhoul
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
View page Check on SEC IAPD ↗
Heajin Roh
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Huyen Jaime
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jabez Rocha
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
James Barr
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Jane Kwoun
Financial advisor at W&S Brokerage Services, Inc.
W&S Brokerage Services, Inc. · $257.2M AUM
Verified
View page Check on SEC IAPD ↗
Jason Tani
Financial advisor at Pure Wealth Management
Pure Wealth Management · $46M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Suarez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katharine Kanitra
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katsuko Yamabe
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Kenneth Chung
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Hsu
Financial advisor at Summit Gates Capital
Summit Gates Capital · $1.6M AUM
Verified
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 Cerritos, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Cerritos, CA.

How this list works

Before you hire an advisor in Cerritos, CA