Financial advisors in Fresno, CA

447 match · page 2 of 15

Kevin Sullivan
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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Lori Ong
Financial advisor at Whelan Financial
Whelan Financial · $781.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Alcorn
Financial advisor at Diversified Wealth Management Solutions, LLC
Diversified Wealth Management Solutions, LLC · $93.9M AUM
CFP®Verified
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Mark Ruof
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Martin Mazorra
Financial advisor at Private Wealth Advisors
Private Wealth Advisors · $451.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Budd
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Michael Harris
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Michael Manjarrez
Financial advisor at Whelan Financial
Whelan Financial · $781.8M AUM
CFP®VerifiedFinancial planning
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Michael Mazman
Financial advisor at Pathways Advisory Group, Inc.
Pathways Advisory Group, Inc. · $388.5M AUM
CFP®VerifiedFinancial planning
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Michael Muhareb
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Michael Ryan
Financial advisor at Whelan Financial
Whelan Financial · $781.8M AUM
CFP®VerifiedFinancial planning
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Michelle Carter
Financial advisor at Pathways Advisory Group, Inc.
Pathways Advisory Group, Inc. · $388.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mitchell Reinhardt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nikolaus Redmond
Financial advisor at Perennial Financial Services
Perennial Financial Services · $2.5B AUM
CFP®VerifiedFinancial planning
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Paul Sahota
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Portia White
Financial advisor at Whelan Financial
Whelan Financial · $781.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Quan
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rick Avelar
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rick Staggs
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Rockwell
Financial advisor at Plan Financial
Plan Financial · $195.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Barnes
Financial advisor at Plancorp, LLC
Plancorp, LLC · $10.63B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Louie
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Roloff
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sandrine Logan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Tomajan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Seth Wilson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Detweiler
Financial advisor at Whelan Financial
Whelan Financial · $781.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Mar
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Taylor Whelan
Financial advisor at Whelan Financial
Whelan Financial · $781.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Dias
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®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 Fresno, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Fresno, CA.

How this list works

Before you hire an advisor in Fresno, CA