Financial advisors in Placentia, CA

26 match

Angel Mendez
Financial advisor at Rai Wealth Management
Rai Wealth Management · $159.7M AUM
CFP®VerifiedFinancial planning
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Cherie Wang
Financial advisor at Valley Wealth Strategies, LLC
Valley Wealth Strategies, LLC · $1.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Ripley
Financial advisor at Rai Wealth Management
Rai Wealth Management · $159.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Lukoff
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Bevan Poyyak
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Daniel Azimi
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Daniel McDermott
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darren Vera Cruz
Financial advisor at Hamilton-Bates Investment Research, Inc.
Hamilton-Bates Investment Research, Inc. · $61.4M AUM
Verified
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David Bennett
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Daxesh Maniar
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Derek Wilson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Eugene Lee
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Eva Choi
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Jackson Steuber
Financial advisor at Foundry Financial LLC
Foundry Financial LLC · $232.6M AUM
VerifiedFinancial planning
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Johnny Vallejo
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Justin Harmier
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Kamron Nahavandi
Financial advisor at Money Concepts Advisory Service
Money Concepts Advisory Service · $4.07B AUM
VerifiedFinancial planning
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Keith Offel
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Lawrence Bennett
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Nathan Forrest
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Rem Sarris
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Robert Mitchell
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
VerifiedFinancial planning
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Ronald Kring
Financial advisor at Money Concepts Advisory Service
Money Concepts Advisory Service · $4.07B AUM
VerifiedFinancial planning
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Terri Grassi
Financial advisor at Rai Wealth Management
Rai Wealth Management · $159.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tom Aguilera
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Ashworth
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 Placentia, 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 Placentia, CA.

How this list works

Before you hire an advisor in Placentia, CA