Financial advisors in Elk Grove, CA

66 match · page 2 of 3

Jenny Jones
Financial advisor at The Jones Stewardship Group, LLC
The Jones Stewardship Group, LLC · $2.5M AUM
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Jerry Sandlin
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Jocelyn Fante-Yim
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Joel Hemmings
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Julio Garcia Frias
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Justin Elliott
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Katie Gilbeau
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kayla Larsen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kelly Shultz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Khiet Vo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kyle Harlow
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Larry Fong
Financial advisor at Mature Money Management, Inc
Mature Money Management, Inc · $10.2M AUM
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Linda Freeling
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Malique Micenheimer
Financial advisor at Win Private Wealth
Win Private Wealth · $3M AUM
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Marco Rodriguez
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Matthew McDonald
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Michael Dephilippis
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Michael Tonis
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Miguel Lopez
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Nancy Dao
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Nickie Dally
Financial advisor at Hansen & Associates Financial Group Inc.
Hansen & Associates Financial Group Inc. · $202.4M AUM
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Payton Boyea
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Philip Waelbrock
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Priti Dhanda
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Ramy Hindiyeh
Financial advisor at Finmentum LLC
Finmentum LLC · $2.8M AUM
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Ryan Settle
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Snehalkumar Shah
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
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Stephen Machado
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Suzy Lam
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Tatiane Saravia
Financial advisor at Brickley Wealth Management
Brickley Wealth Management · $950.1M 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 Elk Grove, 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 Elk Grove, CA.

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Before you hire an advisor in Elk Grove, CA