Financial advisors in Chico, CA

144 advisors · page 3 of 5

Eric Magnuson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Eric Moxon
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Erynn Nelson
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Eugene Levit
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Frederick Shanks
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Gannon Agnew
Financial advisor at Murray Financial Services, Inc
Murray Financial Services, Inc · $134M AUM
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Gary Duncan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Geraldine Rodrigues
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ginette Chevalier
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Gregorio Beck
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Gregory Debord
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Gregory Ilukowicz
Financial advisor at Allstate Financial Advisors, LLC
Allstate Financial Advisors, LLC · $142.4M AUM
Verified
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Holly Walker
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Jacqueline Gotelli
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jake Stephens
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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James McSwain
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Jason Heuton
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Jeffery Mason
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Jeffrey Johnson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jeffrey Marcum
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jeffrey McCready
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Joe Caligiuri
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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John Dausman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Nelson
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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John O'hara
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jose Ascencio
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Joseph Greco
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Joshua Dyer
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Kara Scott
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Katie Junk
Financial advisor at Sweeney & Michel, LLC
Sweeney & Michel, LLC · $752.6M 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 Chico, 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 Chico, CA.

How this list works

Before you hire an advisor in Chico, CA