Financial advisors in Solana Beach, CA

61 advisors · page 2 of 3

Donald McKinney
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Gabrielle Beard
Financial advisor at RBC Securities, Inc.
RBC Securities, Inc. · $1.52B AUM
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Gregory Overland
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Heidi Fifield
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Henry Ferry
Financial advisor at Focus Investment Advisors, Inc
Focus Investment Advisors, Inc · $956.2M AUM
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Herman Chang
Financial advisor at Cornerstone Asset Advisors Inc.
Cornerstone Asset Advisors Inc. · $69.1M AUM
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Jack Fox
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Jacqueline Buenrostro
Financial advisor at D. M. Brenner, Inc.
D. M. Brenner, Inc. · $193.6M AUM
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Jacqueline Lam
Financial advisor at Focus Investment Advisors, Inc
Focus Investment Advisors, Inc · $956.2M AUM
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Jake Fleischer
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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James Towne
Financial advisor at Hilltop Securities Asset Management, LLC
Hilltop Securities Asset Management, LLC · $37.7B AUM
Verified
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Jeffrey Houghtby
Financial advisor at D. M. Brenner, Inc.
D. M. Brenner, Inc. · $193.6M AUM
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John Reis
Financial advisor at Ervin Investment Management
Ervin Investment Management · $269.9M AUM
Verified
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Judith Hamilton
Financial advisor at Hamilton Investment Advisors, LLC
Hamilton Investment Advisors, LLC
Verified
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Kenza McKerrihan
Financial advisor at D. M. Brenner, Inc.
D. M. Brenner, Inc. · $193.6M AUM
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Kha Hoang
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Maria Wells
Financial advisor at Blankinship & Foster, LLC
Blankinship & Foster, LLC · $939.5M AUM
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Marjan Ahmadi
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Mark Augusta
Financial advisor at Hilltop Securities Inc.
Hilltop Securities Inc. · $2.51B AUM
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Michael Licosati
Financial advisor at Pacific Point Advisors, LLC
Alder Capital
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Mitchell Mammini
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Paul Peters
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Ronald Pond
Financial advisor at Confluence Investment Management LLC
Confluence Investment Management LLC · $6.72B AUM
Verified
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Scott Moser
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Shahryar Kashanchi
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Theodore Kay
Financial advisor at Dlk Investment Management
Dlk Investment Management · $524M AUM
VerifiedFinancial planning
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Thomas Brenner
Financial advisor at Dlk Investment Management
Dlk Investment Management · $524M AUM
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Thomas Scott
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Timothy Kenska
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Walter Hansch
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B 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 Solana Beach, 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 Solana Beach, CA.

How this list works

Before you hire an advisor in Solana Beach, CA