Financial advisors in Modesto, CA

191 advisors · page 2 of 7

Angela Silva
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Angelo Giannosa
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Antonio Cervantes
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Asma Mahmood
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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B Gill
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Benjamin Johnson
Financial advisor at Mraz and Associates
Mraz and Associates · $917.5M AUM
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Brandon Azevedo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Brandon Demers
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brandon Halliday
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
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Brandon Karp
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Brian Hoekman
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Brian Nash
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Brian Stevens
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Brieanna Churchill
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Cade Countryman
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Calvin Heim
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Carl Rice
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Carnell Freeman
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
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Carolyn Beasley
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Chris Lantin
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
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Christine Zhong
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
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Christopher Barber
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
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Christopher Dennis
Financial advisor at Arrowhead Wealth Management Corp.
Arrowhead Wealth Management Corp. · $30.8M AUM
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Christopher Maxfield
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Christopher Mraz
Financial advisor at Mraz and Associates
Mraz and Associates · $917.5M AUM
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Christopher Romero
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
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Christopher Sharp
Financial advisor at Oliveira Wealth
Oliveira Wealth · $332.4M AUM
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Claudia Anguiano
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Cory Kelly
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Craig Silcox
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B 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 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