Financial advisors in Murrieta, CA

62 match · page 1 of 3

Andrew Davies
Financial advisor at Centura Wealth Advisory
Centura Wealth Advisory · $1.2B AUM
CFP®VerifiedFinancial planning
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Brian Koch
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Dobrzynski
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jose Bohon
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Simmons
Financial advisor at Centura Wealth Advisory
Centura Wealth Advisory · $1.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kari Cierley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Espinosa
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keith Penewit
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Brown
Financial advisor at Nwf Advisory Services Inc
Nwf Advisory Services Inc · $6.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Kirby
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Regina Burks
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Gill
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross Hunt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Dauenhauer
Financial advisor at Meridian Wealth Management, Inc
Meridian Wealth Management, Inc · $102.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Eason
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Monson
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vicki Bauer
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Abigail Miller
Financial advisor at Impact Partnership Wealth, LLC
Impact Partnership Wealth, LLC · $2.96B AUM
VerifiedFinancial planning
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Alexandra Sayvong
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Allen Montemagno
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Andrew Tenaglia
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brent Frisbee
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Catherine Deel
Financial advisor at Nwf Advisory Services Inc
Nwf Advisory Services Inc · $6.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chirho Garcia
Financial advisor at Elevated Capital Advisors, LLC
Elevated Capital Advisors, LLC · $499.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Hart
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dana Baik
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Long
Financial advisor at Intelligence Driven Advisers, LLC
Intelligence Driven Advisers, LLC · $881.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth McSparran
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Rhee
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Federico Bejar
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 Murrieta, 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 Murrieta, CA.

How this list works

Before you hire an advisor in Murrieta, CA