Financial advisors in Oxnard, CA

97 advisors · page 3 of 4

Jorge Caro Arias
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Kelly Biederman
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kevin Hrabovsky
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Kyle Tarver
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Linda Scipione
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Lydia Hopps
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Marty Sasson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Mason Pendleton
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Matthew Adams
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Maxine Morgan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Maxwell Soter
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Michael Miskel
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Michael Shalhoub
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Moaniala Valdez
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Morgan Webber
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Nancy Brewster
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Natalie Mueller
Financial advisor at Accrescent Capital Management LLC
Accrescent Capital Management LLC · $1.1M AUM
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Neil Janis
Financial advisor at Janis Financial, LLC
Janis Financial, LLC · $26.9M AUM
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Nestor Gomez
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Oscar Rodriguez
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Paige Overton
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Patricia Osullivan
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Pedro Telles Vasquez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Peter Hernandez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ray Mize
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ricardo Avila
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Richard Robinett
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Robert Skaar
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ryan Wood
Financial advisor at Burr Financial Services, LLC
Burr Financial Services, LLC · $138.1M AUM
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Sean Worthington
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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 Oxnard, 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 Oxnard, CA.

How this list works

Before you hire an advisor in Oxnard, CA