Financial advisors in Moorpark, CA

25 advisors

Bruce Thomas
Financial advisor at Bruce James Thomas Jr
Bruce James Thomas Jr
CFP®VerifiedFinancial planning
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Clark Neel
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Emily Desimone
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Andrew Gonzalez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Chandler Tso
Financial advisor at Kelsey Financial, LLC
Kelsey Financial, LLC · $176.2M AUM
VerifiedFinancial planning
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Christine White
Financial advisor at Imagine Math
Imagine Math · $3.7M AUM
VerifiedFinancial planning
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Christopher Debbini
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Douglas Fair
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Gagan Singh
Financial advisor at Smartcourse Advisory, LLC
Smartcourse Advisory, LLC
VerifiedFinancial planning
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Garret Stanley
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Janelle Mattson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Kenneth Muskat
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Kevin Doucet
Financial advisor at Creative Planning Institutional Advisors, LLC
Creative Planning Institutional Advisors, LLC · $37.5B AUM
Verified
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Kiel Holmes
Financial advisor at Kelsey Financial, LLC
Kelsey Financial, LLC · $176.2M AUM
VerifiedFinancial planning
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Manuel Ceja
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Mark Hixenbaugh
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Michael Ryne
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
VerifiedFinancial planning
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Nathan Sakuma
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Nicolette Kaldi
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Robert Glatt
Financial advisor at Glatt and Associates, LLC
Glatt and Associates, LLC · $32.8M AUM
VerifiedFinancial planning
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Ronald Weckbacher
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Steven Hoppel
Financial advisor at Kelsey Financial, LLC
Kelsey Financial, LLC · $176.2M AUM
VerifiedFinancial planning
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Vance Ryan
Financial advisor at American Business Capital
American Business Capital
Verified
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Wilfredo Figueroa
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Zhasmina Baeva
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Moorpark, 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 Moorpark, CA.

How this list works

Before you hire an advisor in Moorpark, CA