Financial advisors in Davis, CA

38 match · page 1 of 2

Christopher-Paul Romo
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Eugene Hsu
Financial advisor at Archer Pointe Wealth Management, LLC
Archer Pointe Wealth Management, LLC · $185.6M AUM
CFP®VerifiedFinancial planning
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Gary Cohen
Financial advisor at Archer Pointe Wealth Management, LLC
Archer Pointe Wealth Management, LLC · $185.6M AUM
CFP®VerifiedFinancial planning
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Justin Wilson
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
CFP®VerifiedFinancial planning
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Kurt Schrader
Financial advisor at Carbahal Olsen Financial Services Group LLC
Carbahal Olsen Financial Services Group LLC · $257.6M AUM
CFP®VerifiedFinancial planning
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Peter Jensen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Benjamin Bimson
Financial advisor at Trek Financial
Trek Financial · $2.82B AUM
VerifiedFinancial planning
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Chetan Patel
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Christopher Wink
Financial advisor at Rmc Financial Advisors, LLC
Rmc Financial Advisors, LLC · $38.8M AUM
VerifiedFinancial planning
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David Cougevan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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David Hakobian
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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David Meagher
Financial advisor at Flyway Advisors
Flyway Advisors
VerifiedFinancial planning
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Eric Hewitt
Financial advisor at Mariner
Mariner · $125.41B AUM
VerifiedFinancial planning
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Franklin Anselmi
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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George Barden
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Harold Rhee
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Jean Yamamoto
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
VerifiedFinancial planning
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Jennifer Kukis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jenny Foraker
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Jeremy Van Ham
Financial advisor at Van Ham Wealth Management
Van Ham Wealth Management
VerifiedFinancial planning
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Jerome Sullivan
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Joczan Chavez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jonathan Sorunke
Financial advisor at Sorunke Wealth Advisors
Sorunke Wealth Advisors
VerifiedFinancial planning
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Manuel Carbahal
Financial advisor at Carbahal Olsen Financial Services Group LLC
Carbahal Olsen Financial Services Group LLC · $257.6M AUM
VerifiedFinancial planning
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Mark Pratt
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Mark Wong
Financial advisor at Rmc Financial Advisors, LLC
Rmc Financial Advisors, LLC · $38.8M AUM
VerifiedFinancial planning
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Martin Devault
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Nicole Davis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Patricia Martin
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Richard Harkless
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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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 Davis, 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 Davis, CA.

How this list works

Before you hire an advisor in Davis, CA