Financial advisors in Pleasant Hill, CA

51 advisors · page 2 of 2

Mary Hanson
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Matthew Wright
Financial advisor at Wright Financial, LLC
Wright Financial, LLC · $76.4M AUM
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Melinda Fairweather
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Michael Fredrick
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Michael Sappington
Financial advisor at Ascension Wealth Partners, LLC
Ascension Wealth Partners, LLC · $136.9M AUM
Verified
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Nicolas Martinez-Mejia
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Nityesh Arumugam
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Pamela Regatuso
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Raymond Adair
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Richard Klotz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Richard McDaniel
Financial advisor at Mutual of Omaha Investor Services, Inc.
Mutual of Omaha Investor Services, Inc. · $32M AUM
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Rolando Sapantay
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Salomon Cazares
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Sammy Sung
Financial advisor at Ale LLC
Ale LLC · $7.8M AUM
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Shunchuan Liu
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Steven Serotte
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Sylvana Youssef
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Tom Tamura
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
VerifiedFinancial planning
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Tracy Tamura
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
VerifiedFinancial planning
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Trevor Coons
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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William Fried
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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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 Pleasant Hill, 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 Pleasant Hill, CA.

How this list works

Before you hire an advisor in Pleasant Hill, CA