Financial advisors in North Hollywood, CA

29 advisors

David Goldhaber
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
CFP®Verified
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Roberto Proano
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Vatche Derassoyan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Art Dougan
Financial advisor at Assetmark, Inc.
Assetmark, Inc. · $91.76B AUM
Verified
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Carl Large
Financial advisor at Carl W. Large, An Accountancy Corporation
Carl W. Large, An Accountancy Corporation
Verified
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Cenovio Melendez
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Charles Gilb
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Connor
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Kim
Financial advisor at Matauro, LLC
Matauro, LLC · $1.05B AUM
VerifiedFinancial planning
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Denise Winkelman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Elaheh Rivandi
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Elisabeth Richter
Financial advisor at Avivar Capital, LLC
Avivar Capital, LLC · $362.1M AUM
Verified
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Gregory Zedlar
Financial advisor at California Capital Management
California Capital Management · $358.4M AUM
VerifiedFinancial planning
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Hien Tran
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Joyce Truong
Financial advisor at Avivar Capital, LLC
Avivar Capital, LLC · $362.1M AUM
Verified
View page Check on SEC IAPD ↗
Juan Escobar
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leila Chaparian
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Maribel Robel
Financial advisor at Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC · $18.83B AUM
Verified
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Mathew Rho
Financial advisor at Avivar Capital, LLC
Avivar Capital, LLC · $362.1M AUM
Verified
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Melissa Nasri
Financial advisor at Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC · $18.83B AUM
Verified
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Mooketsi Obonye Legwaila
Financial advisor at Avivar Capital, LLC
Avivar Capital, LLC · $362.1M AUM
Verified
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Nathan Matthews
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Riasat Irtiza
Financial advisor at Mariner
Mariner · $125.41B AUM
VerifiedFinancial planning
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Ruben Cavada
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ryan Overholt
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Steven Roy
Financial advisor at Cambyses Financial Advisors
Cambyses Financial Advisors · $3.8M AUM
VerifiedFinancial planning
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Su Foo
Financial advisor at Avivar Capital, LLC
Avivar Capital, LLC · $362.1M AUM
Verified
View page Check on SEC IAPD ↗
Taylor Richmond
Financial advisor at RBC Securities, Inc.
RBC Securities, Inc. · $1.52B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tina Castro
Financial advisor at Avivar Capital, LLC
Avivar Capital, LLC · $362.1M AUM
Verified
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 North Hollywood, 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 North Hollywood, CA.

How this list works

Before you hire an advisor in North Hollywood, CA