Financial advisors in Ventura, CA

86 advisors · page 3 of 3

John Maciolek
Financial advisor at Anacapa Financial, LLC
Anacapa Financial, LLC · $68.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laine Miller
Financial advisor at Integrity Wealth Advisors, Inc.
Integrity Wealth Advisors, Inc. · $285.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lawrence Bushey
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Logan Harasta
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Matthew Chase
Financial advisor at Anacapa Financial, LLC
Anacapa Financial, LLC · $68.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Spille
Financial advisor at Greyfox Investors LLC
Greyfox Investors LLC · $1.6M AUM
Verified
View page Check on SEC IAPD ↗
Merle Divita
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Thomas
Financial advisor at Rlb Financial
Rlb Financial · $173.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Veseth
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Nicholas De La O
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Nicholas Yates
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Noah Jones
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Noemi Roberts
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Norman Pia
Financial advisor at Assetmark, Inc.
Assetmark, Inc. · $91.76B AUM
Verified
View page Check on SEC IAPD ↗
Philip Bullard
Financial advisor at Valley Wealth Strategies, LLC
Valley Wealth Strategies, LLC · $1.45B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Cheatham
Financial advisor at Integrity Wealth Advisors, Inc.
Integrity Wealth Advisors, Inc. · $285.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ruben Segovia
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Saito
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Kelly
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Patrick
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shannon Irwin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ted Baker
Financial advisor at Mariner
Mariner · $125.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Carroll
Financial advisor at Verus Capital Partners, LLC
Verus Capital Partners, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Ellis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tonya Bains
Financial advisor at Bains, Tonya R
Bains, Tonya R · $4.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Victor Portillo
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Ventura, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Ventura, CA.

How this list works

Before you hire an advisor in Ventura, CA