Financial advisors in Escondido, CA

67 match · page 1 of 3

Cory Schmelzer
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Darion Haggerty
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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David Wilson
Financial advisor at Vector Financial Solutions, Inc.
Vector Financial Solutions, Inc. · $65.7M AUM
CFP®VerifiedFinancial planning
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Fredrick Wollman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Jaime Niesley
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Jake Taylor
Financial advisor at Astra Wealth Management LLC
Astra Wealth Management LLC · $5.7M AUM
CFP®VerifiedFinancial planning
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Jerod Fenton
Financial advisor at Red Seven
Red Seven · $104.4M AUM
CFP®VerifiedFinancial planning
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John Goodrich
Financial advisor at Goodrich Financial Group, LLC
Goodrich Financial Group, LLC · $14.1M AUM
CFP®Verified
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John Richardson
Financial advisor at Red Seven
Red Seven · $104.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Goddard
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
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Rachel Currington
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Rene' Flores
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Yoko Wickersham
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Aaron Baker
Financial advisor at Wismar Financial
Wismar Financial · $5.5M AUM
VerifiedFinancial planning
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Adam Baker
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
VerifiedFinancial planning
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Alex Esposito
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
VerifiedFinancial planning
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Allison Wooton
Financial advisor at Savvy
Savvy · $5B AUM
VerifiedFinancial planning
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Benjamin Duggan
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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Benjamin Hodge
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
VerifiedFinancial planning
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Bradley Ball
Financial advisor at Seaport Wealth Management
Seaport Wealth Management · $3.5M AUM
Verified
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Brenton Devore
Financial advisor at Devore Financial Advisors LLC
Devore Financial Advisors LLC · $51.1M AUM
VerifiedFinancial planning
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Brian Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Caceres
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Chad Escobedo
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Christopher Campbell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Ward
Financial advisor at Ward Capital Management LLC
Ward Capital Management LLC · $26.8M AUM
VerifiedFinancial planning
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Curt Beyer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Daniel Dubois
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
VerifiedFinancial planning
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Daniel Estell
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Daniel Packard
Financial advisor at Wealth Watch Advisors, Inc
Wealth Watch Advisors, Inc · $612.4M AUM
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 Escondido, 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 Escondido, CA.

How this list works

Before you hire an advisor in Escondido, CA