Financial advisors in Stevenson Ranch, CA

22 match

Carl Ermelbauer
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
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Daniel Harutunian
Financial advisor at Brookstone Wealth Advisors, LLC
Brookstone Wealth Advisors, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ju Oh
Financial advisor at Liberty Financial Group, Inc.
Liberty Financial Group, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrea Rhinehart
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
VerifiedFinancial planning
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Anthony Martinez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Christopher Wisdom
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erick Arndt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Reyes
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Forsyth
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Morgan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremiah Bauman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Joseph Mandujano
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Newberry
Financial advisor at Crux Wealth Advisors
Crux Wealth Advisors · $547.7M AUM
VerifiedFinancial planning
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Levon Hasserjian
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lori Goodwin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Preston Kiledjian
Financial advisor at Owlsense Wealth & Legacy Advisors LLC
Owlsense Wealth & Legacy Advisors LLC · $4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Stern
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Scott
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Shane Upshaw
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sheryl Raetz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Steven Spare
Financial advisor at Ashton Thomas Private Wealth
Ashton Thomas Private Wealth · $6.01B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susanne Costantini
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 Stevenson Ranch, 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 Stevenson Ranch, CA.

How this list works

Before you hire an advisor in Stevenson Ranch, CA