Financial advisors in Long Beach, CA

65 match · page 1 of 3

Anastasia Nikolaou
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Andre Ramirez
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Anthony Delane
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
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Anthony Skvarka
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Boone
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Boris Castillo
Financial advisor at Nwf Advisory Services Inc
Nwf Advisory Services Inc · $6.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradford Dickson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Lancaster
Financial advisor at Goldman Lancaster, Inc.
Goldman Lancaster, Inc. · $360.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brenden Melrose
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Gersack
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Spinelli
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cecilia Williams
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
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Conor Weir
Financial advisor at Accelerate Retirement
Accelerate Retirement · $315.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Eissler
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
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Cyrus Dereu
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
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Dale Eichman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Koch
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Latham
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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David Neff
Financial advisor at Clg LLC
Clg LLC · $1.12B AUM
CFP®VerifiedFinancial planning
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David Pearl
Financial advisor at Cooper Mcmanus
Cooper Mcmanus · $2.85B AUM
CFP®VerifiedFinancial planning
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David Ross
Financial advisor at Ross Financial Group
Ross Financial Group · $14.9M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Derek Munchow
Financial advisor at Augustus Wealth, LLC
Augustus Wealth, LLC · $100.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Desiree Tuck
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Edwin Langley
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ethan Campbell
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gerald Mitchell
Financial advisor at Clg LLC
Clg LLC · $1.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Hackett
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jake Castillo
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Ahn
Financial advisor at Halbert Hargrove
Halbert Hargrove · $4.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Landers
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T 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 Long 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 Long Beach, CA.

How this list works

Before you hire an advisor in Long Beach, CA