Financial advisors in Stockton, CA

109 match · page 1 of 4

Brooks Randolph
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Daniel Christ
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Daniel Miladinovich
Financial advisor at Dkm Wealth Management, Inc.
Dkm Wealth Management, Inc. · $316.8M AUM
CFP®VerifiedFinancial planning
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Frank Feng
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joel Carignan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Justin Ausher
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Lacey Fonseca Lawrence
Financial advisor at The Salvetti Group
The Salvetti Group · $633.7M AUM
CFP®Verified
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Larry Watts
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Lee Robinson
Financial advisor at Lee R. Robinson & Associates
Lee R. Robinson & Associates · $3.9M AUM
CFP®VerifiedFinancial planning
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Lindsey Randolph
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Maria Kamin
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
CFP®VerifiedFinancial planning
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Michael Lynch
Financial advisor at Michael P Lynch Wealth Management, LLC
Michael P Lynch Wealth Management, LLC · $23.4M AUM
CFP®VerifiedFinancial planning
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Neal Fearn
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Taylor Welz
Financial advisor at Dkm Wealth Management, Inc.
Dkm Wealth Management, Inc. · $316.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tina Wells Lee
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Zachary Welz
Financial advisor at Dkm Wealth Management, Inc.
Dkm Wealth Management, Inc. · $316.8M AUM
CFP®VerifiedFinancial planning
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Adam Moskowitz
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Alfonso Estrella
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Amrinder Dhaliwal
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Anthony Apostolidis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Anthony Bott
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Athena Stone
Financial advisor at Attentive Investments, LLC
Attentive Investments, LLC · $197.5M AUM
VerifiedFinancial planning
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Barbara Moore
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Benton Peterson
Financial advisor at Rsg Financial Group Inc
Rsg Financial Group Inc · $50.1M AUM
VerifiedFinancial planning
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Beverly Mulligan
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Blair Hake
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Brendan Cornies
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brian Soon
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Brian Wilkinson
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Casey Knowles
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T 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 Stockton, 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 Stockton, CA.

How this list works

Before you hire an advisor in Stockton, CA