Financial advisors in San Marino, CA

26 advisors

Gerard Zhang
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Michael Kiang
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Alan Yang
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Charles Bettendorf
Financial advisor at Greyfield Capital Management LLC
Greyfield Capital Management LLC · $22.3M AUM
Verified
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Chia Lian
Financial advisor at Crosslight Global Investment Partners, LLC
Crosslight Global Investment Partners, LLC
VerifiedFinancial planning
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Chinsheng Lin
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Christine Mok
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
VerifiedFinancial planning
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Devlin Chung
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Gary Tickel
Financial advisor at Inplay Global Advisors
Inplay Global Advisors
Verified
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Geoffrey Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jeremy Chang
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Jingwei Zhang
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Joannie Ngo
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Justin Shum
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Katherine An
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Kevin Ku
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Madina Boland
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Mark Wiacek
Financial advisor at Cl Wealth Management LLC
Cl Wealth Management LLC · $733.6M AUM
VerifiedFinancial planning
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Ryan Hsu
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Scott Voltz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Sheila Chau
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Sonny Lin
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Thomas Felgner
Financial advisor at Oliver Regan Advisors, LLC
Oliver Regan Advisors, LLC · $8.8M AUM
VerifiedFinancial planning
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Thomas Moreland
Financial advisor at Sherwood Oak Knoll, LLC
Sherwood Oak Knoll, LLC · $3M AUM
VerifiedFinancial planning
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Wilson Yang
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Yuki Zeng
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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 San Marino, 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 Marino, CA.

How this list works

Before you hire an advisor in San Marino, CA