Financial advisors in Huntington Beach, CA

24 match

Anthony Diliberto
Financial advisor at Fiduciary Planners
Fiduciary Planners · $1.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Spahr
Financial advisor at Spahr Financial Group, LLC
Spahr Financial Group, LLC · $27.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Sanchez
Financial advisor at Tritonpoint Partners, LLC
Tritonpoint Partners, LLC · $286.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Faris
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connor Mellema
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Davis
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Lindenberg
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darren Northam
Financial advisor at Clay Northam Wealth Management
Clay Northam Wealth Management · $354.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dennis Kalinin
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Scrimgeour
Financial advisor at Core Capital Management, LLC
Core Capital Management, LLC · $12.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harold Durbin
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Dumbeck
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Stein
Financial advisor at Bluepoint Wealth Advisors
Bluepoint Wealth Advisors · $23M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Broemeling
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Zaat-Wright
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kate Gregory Walker
Financial advisor at Rai Wealth Management
Rai Wealth Management · $159.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Margaret Sheldon
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Darany
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Jowdy
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Loeffelman
Financial advisor at Citrine Capital
Citrine Capital · $346.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scot Landborg
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Prichard
Financial advisor at Harvest Financial Advisors, Inc.
Harvest Financial Advisors, Inc.
CFP®Verified
View page Check on SEC IAPD ↗
Timothy McVey
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Travis Wasson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 Huntington 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 Huntington Beach, CA.

How this list works

Before you hire an advisor in Huntington Beach, CA