Financial advisors in Laguna Niguel, CA

124 match · page 2 of 5

Bradley Smith
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Brandon Anderson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Caeleb Trace
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
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Cara Paynter
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Carlos Mendoza
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Charles Doering
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Christopher Mullery
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Constantine Koukos
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Dari Rachedi
Financial advisor at Nwf Advisory Services Inc
Nwf Advisory Services Inc · $6.43B AUM
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David Treffry
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Derek Johnson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Dina Fernandes
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Dina Jones
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Don Dumas
Financial advisor at Tcfg Investment Advisors, LLC
Tcfg Investment Advisors, LLC · $639.4M AUM
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Dylan Wong
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Ellie Chizmarova
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Eric Nichols
Financial advisor at Tcfg Investment Advisors, LLC
Tcfg Investment Advisors, LLC · $639.4M AUM
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Erika Dominguez
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Erin Williams
Financial advisor at Tcfg Investment Advisors, LLC
Tcfg Investment Advisors, LLC · $639.4M AUM
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Fady Mansour
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Gary Roney
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Gerald Graves
Financial advisor at Filigree Wealth Advisors, LLC
Filigree Wealth Advisors, LLC · $209.1M AUM
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Gregory Maniaci
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Heather Boone
Financial advisor at Ehrlich Financial Group
Ehrlich Financial Group · $250.1M AUM
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Heather Searl
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Henry Pena
Financial advisor at Tcfg Investment Advisors, LLC
Tcfg Investment Advisors, LLC · $639.4M AUM
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Howard Wolfson
Financial advisor at Tcfg Investment Advisors, LLC
Tcfg Investment Advisors, LLC · $639.4M AUM
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Jacqueline Fiata
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Jaden Slusiewicz
Financial advisor at Pacific Financial Planners, LLC
Pacific Financial Planners, LLC · $84.2M AUM
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Jake Alexis
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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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 Laguna Niguel, 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 Laguna Niguel, CA.

How this list works

Before you hire an advisor in Laguna Niguel, CA