Financial advisors in Valencia, CA

131 advisors · page 3 of 5

Heather D'angelo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Howard Martinez
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
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Ida Jardines
Financial advisor at Martin & Company
Martin & Company · $336.2M AUM
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Ismael Martinez Navarro
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jaemo Koo
Financial advisor at Mont Blanc Asset, Inc.
Mont Blanc Asset, Inc.
Verified
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Jared Carter
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jennifer Brown
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
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Jerry Citarella
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
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Jimmy Maldonado
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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John Hineman
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Mears
Financial advisor at Mears Money Management
Mears Money Management · $38.4M AUM
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Joshua Radford
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Joshua Saber
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Justin Publicker
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Kathryn Lynch
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kathy Song
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Kenneth Ruan
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
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Kirk Baker
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Lawrence Stevenson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Leticia Meza-Guerrero
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Lindahl Lucas
Financial advisor at Avinci Wealth Management, Inc.
Avinci Wealth Management, Inc. · $10.3M AUM
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Lois Gough Lopez
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
VerifiedFinancial planning
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Mark Guirguis
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Mark Gustafson
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
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Mark Hineman
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Mark Macarthur
Financial advisor at M2 Capital Advisors
M2 Capital Advisors · $158M AUM
Verified
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Mark Petersen
Financial advisor at Prosperitas Financial, LLC
Prosperitas Financial, LLC · $812.5M AUM
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Martina Vega
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Mathew Reyna
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Matt Price
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B 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 Valencia, 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 Valencia, CA.

How this list works

Before you hire an advisor in Valencia, CA