Financial advisors in La Mesa, CA

66 match · page 2 of 3

David Moran
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Diana Canales
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Emily Ueno
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Eric Anderson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Erin Arellano
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Fiel Barrow
Financial advisor at Alpha & Omega
Alpha & Omega · $40.3M AUM
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Gabriel Garcia
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Gabriel Ruz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Glenn Morey
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Grant Knox
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Gregory Brown
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Holden Enniss
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jeffrey Carlos
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jeffrey Naiman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Joel Rohn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kiley Grunstad
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kimberly Kurek
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kyle Tweet
Financial advisor at Tweet Management Services, Inc.
Tweet Management Services, Inc. · $120.5M AUM
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Laurie Lipman
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Leigh Harns
Financial advisor at Invicta Financial Group
Invicta Financial Group · $371.1M AUM
VerifiedFinancial planning
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Marianna Torreblanca
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Michaela Brickley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michele Medugno
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
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Miryana Trgo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Molly Miller
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Nicholas Fragoso
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Nicole Gilbert
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Raymond Dexter
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Robert Koba
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Robert Shultz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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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 La Mesa, 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 La Mesa, CA.

How this list works

Before you hire an advisor in La Mesa, CA