Financial advisors in San Marcos, CA

50 advisors · page 2 of 2

Leonides Rivera
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
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Marcus Parker
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Marwan Al-Ashi
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Mauro Ciarmoli
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Michael Hart
Financial advisor at Hemispheres Investment Management
Hemispheres Investment Management · $17.8M AUM
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Michael Manos
Financial advisor at Tide Cove Capital Partners LLC
Tide Cove Capital Partners LLC · $183.1M AUM
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Michael Schmitz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Michelle Jenkins
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Mona Corbett
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Noah Cicciarelli
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Spencer Birch
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Stephane Hpay
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Steven Freeman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Thomas Frost
Financial advisor at All Seasons Investment Advisors, Inc
All Seasons Investment Advisors, Inc · $82.7M AUM
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Todd McWilliams
Financial advisor at Mcwilliams Asset Management Inc.
Mcwilliams Asset Management Inc. · $8M AUM
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Todd Stucker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Torrey Olson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Trevor Allen
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Vladan Trifunovic
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Wassim Abifaker
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B 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 San Marcos, 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 San Marcos, CA.

How this list works

Before you hire an advisor in San Marcos, CA