Financial advisors in Modesto, CA

184 match · page 1 of 7

Brian Ullrich
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Christopher Frizzi
Financial advisor at Kcpag Financial Advisors LLC
Kcpag Financial Advisors LLC · $23.1M AUM
CFP®VerifiedFinancial planning
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David Derby
Financial advisor at American Investors Co
American Investors Co · $630.7M AUM
CFP®VerifiedFinancial planning
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David Epps
Financial advisor at Integral Wealth Management
Integral Wealth Management · $673.9M AUM
CFP®VerifiedFinancial planning
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Gregory Crosby
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Gregory Hoekman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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John Nieradzik
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
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Kent Crawford
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kyle Crawford
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Mark Kleiderlein
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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Michael Grover
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Michael Howell
Financial advisor at Blom & Howell Financial Planning, Inc.
Blom & Howell Financial Planning, Inc. · $161.5M AUM
CFP®VerifiedFinancial planning
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Nicole Seghetti
Financial advisor at Luminary Financial Planning
Luminary Financial Planning · $26.8M AUM
CFP®VerifiedFinancial planning
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Robert McCoy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Robert Powell
Financial advisor at Raymond James Financial Services Advisors, Inc
Ascentis Independent Advisors, LLC · $2.09B AUM
CFP®VerifiedFinancial planning
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Rodney Smith
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tam Le
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
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Todd Barton
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Todd Venturini
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Vicky Johnson
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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Aaron Gill
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Alana Scott
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Alejandro Garcia-Campos
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Alex McDonald
Financial advisor at Farmers Asset Management, LLC
Farmers Asset Management, LLC · $7.7M AUM
VerifiedFinancial planning
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Andre Brown
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Andrew Lambertson
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
VerifiedFinancial planning
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Andrew Wolf
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
VerifiedFinancial planning
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Andy Moreno
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Angela Gomez Guerrero
Financial advisor at Mraz and Associates
Mraz and Associates · $917.5M AUM
VerifiedFinancial planning
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Angela Silva
Financial advisor at Edward Jones
Edward Jones · $1.01T 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 Modesto, 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 Modesto, CA.

How this list works

Before you hire an advisor in Modesto, CA