Financial advisors in Palm Desert, CA

147 match · page 1 of 5

Allen Murray
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Clark
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Arave
Financial advisor at Cypress Wealth Services, LLC
Cypress Wealth Services, LLC · $1.34B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandt Kuhn
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
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Bruce Branstine
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Risenmay
Financial advisor at Cypress Wealth Services, LLC
Cypress Wealth Services, LLC · $1.34B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Rick
Financial advisor at Keystone Private Wealth
Keystone Private Wealth · $860.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Neil
Financial advisor at Flc Capital Advisors
Flc Capital Advisors · $822.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Thatcher
Financial advisor at Cypress Wealth Services, LLC
Cypress Wealth Services, LLC · $1.34B AUM
CFP®VerifiedFinancial planning
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Erik Jensen
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
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Garth Young
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Gloria Franz
Financial advisor at The Wealth Consulting Group
The Wealth Consulting Group · $6.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Hill
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Bray
Financial advisor at Cypress Wealth Services, LLC
Cypress Wealth Services, LLC · $1.34B AUM
CFP®VerifiedFinancial planning
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Justin Young
Financial advisor at Weisberg Capital Management
Weisberg Capital Management · $13.4M AUM
CFP®VerifiedFinancial planning
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Kevin Savage
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Marcia Bloemendaal
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mathew Mellier
Financial advisor at Hardworking Capital Advisors, LLC
Hardworking Capital Advisors, LLC · $206M AUM
CFP®VerifiedFinancial planning
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Max Briggs
Financial advisor at Flc Capital Advisors
Flc Capital Advisors · $822.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Goodman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Michael Gregg
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Michael Mortenson
Financial advisor at Keystone Private Wealth
Keystone Private Wealth · $860.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Misty Farukh
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mitchell Rosich
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nolan Saini
Financial advisor at Desert Financial Planning
Desert Financial Planning · $7.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pamela Plick
Financial advisor at Pamela Plick Wealth Management LLC
Pamela Plick Wealth Management LLC · $131K AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Dorsey
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roderick Hendry
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Akram Tadlaoui
Financial advisor at Weisberg Capital Management
Weisberg Capital Management · $13.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Bacon
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Palm Desert, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Palm Desert, CA.

How this list works

Before you hire an advisor in Palm Desert, CA