Financial advisors in Hermosa Beach, CA

49 match · page 1 of 2

Angela Dax
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Armand Fidler
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Edson
Financial advisor at Wealth Being Advisors LLC
Wealth Being Advisors LLC · $2.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Auten
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Hance
Financial advisor at Glenmore Financial, Inc, Lifesighted
Glenmore Financial, Inc, Lifesighted · $32.2M AUM
CFP®VerifiedFinancial planning
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Donald Hance
Financial advisor at Glenmore Financial, Inc, Lifesighted
Glenmore Financial, Inc, Lifesighted · $32.2M AUM
CFP®VerifiedFinancial planning
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Gregory Meyer
Financial advisor at New Wave Financial Services
New Wave Financial Services · $121.6M AUM
CFP®VerifiedFinancial planning
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Lewis Perkins
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
CFP®VerifiedFinancial planning
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Nicholas Pennino
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Stacey Peterson
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Adam Shipley
Financial advisor at Northwoods Financial Partners LLC
Northwoods Financial Partners LLC · $705K AUM
VerifiedFinancial planning
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Alexander Pao
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ann Villar
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Bettina Banzon
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Chelsea Rojas
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Christopher Nesbitt
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Christopher Randall
Financial advisor at Axis Capital Management, LLC
Axis Capital Management, LLC · $15.8M AUM
VerifiedFinancial planning
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Connor Whalen
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Connor Wood
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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David Pedersen
Financial advisor at Hermosa Advisors
Hermosa Advisors
VerifiedFinancial planning
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Eric Cortez
Financial advisor at Verus Capital Partners, LLC
Verus Capital Partners, LLC · $2.29B AUM
VerifiedFinancial planning
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Furui Guo
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Garrett Edson
Financial advisor at Clarus Group LLC
Clarus Group LLC · $158M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Dax
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jean Ruimy
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Wolfe
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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Joanna Lampkins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Juliana Yoon
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelley Lebica
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Gillespie
Financial advisor at Hermosa Wealth Management
Hermosa Wealth Management · $28.9M 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 Hermosa Beach, 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 Hermosa Beach, CA.

How this list works

Before you hire an advisor in Hermosa Beach, CA