Financial advisors in Rocklin, CA

51 match · page 2 of 2

Kevin Wells
Financial advisor at Tidwell Wealth Management LLC
Tidwell Wealth Management LLC · $116.7M AUM
Verified
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Makara Hang
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Mandeep Kaur
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Micah Comer
Financial advisor at Encompass More Asset Management LLC
Encompass More Asset Management LLC · $984.9M AUM
VerifiedFinancial planning
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Michael Di Dio
Financial advisor at Roseman Wagner Wealth Management
Roseman Wagner Wealth Management · $1.54B AUM
VerifiedFinancial planning
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Michael Wells
Financial advisor at Tidwell Wealth Management LLC
Tidwell Wealth Management LLC · $116.7M AUM
Verified
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Nicholas Alafranji
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Nicolas Delyon
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Peter Gaylord
Financial advisor at Gaylord Wealth Management, LLC
Gaylord Wealth Management, LLC · $395K AUM
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Peter McDonald
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Richard Adona
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Richard Marcoux
Financial advisor at Foothills Capital Management, LLC
Foothills Capital Management, LLC · $29.5M AUM
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Robert Kolb
Financial advisor at Kolb Wealth Management, LLC
Kolb Wealth Management, LLC · $13.5M AUM
Verified
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Ryan Kelly
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Sara Wise
Financial advisor at Roseman Wagner Wealth Management
Roseman Wagner Wealth Management · $1.54B AUM
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Scott Mehren
Financial advisor at American Investors Co
American Investors Co · $630.7M AUM
VerifiedFinancial planning
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Scott Roseman
Financial advisor at Roseman Wagner Wealth Management
Roseman Wagner Wealth Management · $1.54B AUM
VerifiedFinancial planning
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Steven Kurta
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Steven Rau
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Tristan Payne
Financial advisor at Sow and Reap Financial LLC
Sow and Reap Financial LLC · $2.6M AUM
VerifiedFinancial planning
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Yasmine El-Badewi
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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 Rocklin, 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 Rocklin, CA.

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Before you hire an advisor in Rocklin, CA