Financial advisors in Murrieta, CA

69 match · page 2 of 3

Emmy Larios
Financial advisor at Fiduciary Experts LLC
Fiduciary Experts LLC · $985.8M AUM
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Eric Rhee
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Federico Bejar
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Felix Torres
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Gary Allen
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Gregg Sherman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Ian Franks
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Ivan Thornberry
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
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Jana Swenson
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Jared Fenlason
Financial advisor at The Dr Team
The Dr Team
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Jennifer Jackson-Horn
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jon Ondracek
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Karl Johnson
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Kimberly Bakos
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Lyndsay Davies
Financial advisor at Centura Wealth Advisory
Centura Wealth Advisory · $1.2B AUM
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Maribel Thomas
Financial advisor at Fiduciary Experts LLC
Fiduciary Experts LLC · $985.8M AUM
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Mario Avila
Financial advisor at Vertex Investments Group
Vertex Investments Group
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Mark Fitzpatrick
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
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Matthew Coiner
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Michael Beiter
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Michael Bishop
Financial advisor at Clg LLC
Clg LLC · $1.12B AUM
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Miguel Alcala
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Mohammad Ali
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Nalin Bhatt
Financial advisor at Fireplace Financial Inc
Fireplace Financial Inc · $4.5M AUM
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Paul Dunnicliffe
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Peggy Allen
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Rhonda Maxwell
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
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Robert Babcock
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Roland Ortiz
Financial advisor at Athena Wealth Management
Athena Wealth Management · $5M AUM
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Ron Benoit
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B 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 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