Financial advisors in Sherman Oaks, CA

159 match · page 1 of 6

Andrew Fleming
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Anna Hovakimyan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Brian Clay
Financial advisor at Clay Northam Wealth Management
Clay Northam Wealth Management · $354.9M AUM
CFP®VerifiedFinancial planning
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Clara Park
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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David Nash
Financial advisor at Parkwoods Wealth Partners, LLC
Parkwoods Wealth Partners, LLC · $1.79B AUM
CFP®VerifiedFinancial planning
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Erica Vasques
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jeffrey Newitt
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Lorand Parenteau
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Michael Burt
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Millu Ramirez
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
CFP®VerifiedFinancial planning
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Phillip Vertin
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Shawn Hsieh
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
CFP®VerifiedFinancial planning
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Spencer Miller
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Tho Ngo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Tori Samuel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Aaron Morris
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
VerifiedFinancial planning
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Aaron Shuchatowitz
Financial advisor at Shucha Wealth Management LLC
Shucha Wealth Management LLC · $12.6M AUM
VerifiedFinancial planning
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Abdulla Mirpur
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Adam Melville
Financial advisor at Hilltop Securities Inc.
Hilltop Securities Inc. · $2.51B AUM
VerifiedFinancial planning
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Alec Hong
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Alejandro Gallegos
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Aleksander Rassekhi
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Alexander Burum
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Amanda Rocca
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
VerifiedFinancial planning
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Andres Pio
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Andrew Hewitt
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Andrew Kim
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Andy Chong
Financial advisor at Highline Wealth Partners
Highline Wealth Partners · $867.9M AUM
VerifiedFinancial planning
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Angel Matos
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
VerifiedFinancial planning
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Angelo Talebi
Financial advisor at Beverly Hills Financial Planners, LLC
Beverly Hills Financial Planners, LLC
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 Sherman Oaks, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Sherman Oaks, CA.

How this list works

Before you hire an advisor in Sherman Oaks, CA