Financial advisors in Escondido, CA

67 match · page 2 of 3

David Delarosa
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
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Dejan Tasich
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Denise Giganti
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Dolly Cooper
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Duane Knopke
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
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Emily Brillo
Financial advisor at Potentia Wealth
Potentia Wealth · $569.1M AUM
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Gabriel Nave
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
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Jeffrey Todd
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Jess Reimnitz
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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John Forbes
Financial advisor at Lasalle St. Investment Advisors, L.l.c.
Lasalle St. Investment Advisors, L.l.c. · $5.74B AUM
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John Wolff
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Jyoti Alwani
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Keith Gunther
Financial advisor at Legacy Investment Strategies, LLC
Red Seven · $104.4M AUM
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Kenneth Winter
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
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Kevin Eames
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Kristina Allardice
Financial advisor at Red Seven
Red Seven · $104.4M AUM
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Lahnna Morton
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Laura Devore
Financial advisor at Devore Financial Advisors LLC
Devore Financial Advisors LLC · $51.1M AUM
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Luke Dubois
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
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Manuel Martinez
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
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Megan Nielsen
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
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Michael Woods
Financial advisor at Calton & Associates, Inc.
Calton & Associates, Inc. · $1.58B AUM
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Mitchell Severe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Natalie Slemp
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Raul Lizalde
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
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Raymundo Catalan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Rhonda Farrar
Financial advisor at Farrar Financials
Farrar Financials · $58M AUM
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Richard Bell
Financial advisor at Bell Strategic Investments, Inc.
Bell Strategic Investments, Inc. · $70M AUM
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Ronald Packard
Financial advisor at Wealth Watch Advisors, Inc
Wealth Watch Advisors, Inc · $612.4M AUM
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Rosario Scappaticci
Financial advisor at Red Seven
Red Seven · $104.4M 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 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