Financial advisors in Gold River, CA

17 match

Alec Prinze
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Casper
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edmardo Tomei
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Grant Bledsoe
Financial advisor at Three Oaks Wealth
Three Oaks Wealth · $100M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julie Granja
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lauren Williams
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matt Tinker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Zeller
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Capan
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathleen Toschi
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Camunez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick McLaughlin
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Roth
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Fisher
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Bacon
Financial advisor at Encompass More Asset Management LLC
Encompass More Asset Management LLC · $984.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Machen
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trevor Kern
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B 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 Gold River, 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 Gold River, CA.

How this list works

Before you hire an advisor in Gold River, CA