Financial advisors in Venice, CA

20 match

Jason Rounick
Financial advisor at Westlight Wealth
Westlight Wealth · $21.4M AUM
CFP®Verified
View page Check on SEC IAPD ↗
John Boyd
Financial advisor at Mdrn Wealth
Mdrn Wealth · $72.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Butterfield
Financial advisor at Spiderrock Advisors, LLC
Spiderrock Advisors, LLC · $9.83B AUM
Verified
View page Check on SEC IAPD ↗
Aleksandar Kelly
Financial advisor at Life Unlocked Partners LLC
Life Unlocked Partners LLC · $14.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andres Cardona
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 ↗
Clare Brodersen
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dafu Han
Financial advisor at Han Assets Management LLC
Han Assets Management LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Parziale
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 ↗
Fred Kettler
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Lopez
Financial advisor at Jgl Advisory LLC
Jgl Advisory LLC
Verified
View page Check on SEC IAPD ↗
Johnny Chuchen
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lelamarie Kelly
Financial advisor at Life Unlocked Partners LLC
Life Unlocked Partners LLC · $14.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Tennenbaum
Financial advisor at Life Unlocked Partners LLC
Life Unlocked Partners LLC · $14.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marko Jaric
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Muddassir Zafar
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Pavlovic
Financial advisor at Composition Wealth, LLC
Composition Wealth, LLC · $9.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Gardiner
Financial advisor at The Investment House LLC
The Investment House LLC · $2.48B AUM
Verified
View page Check on SEC IAPD ↗
Rafael Real Bravo
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 ↗
Steven Walraven
Financial advisor at Lilac Wealth, LLC
Lilac Wealth, LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Morton
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Venice, 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 Venice, CA.

How this list works

Before you hire an advisor in Venice, CA