Financial advisors in West Covina, CA

52 match · page 2 of 2

Kathleen Phan
Financial advisor at Stirlingshire Investments
Stirlingshire Investments · $244.6M AUM
Verified
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Kevin Prestesater
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Khushwant Thandi
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Luis Pascual Curiel
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Mario Moreira
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Masayuki Nakayama
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Michael Nguyen
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Mingming Guo
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Myunghee Byun
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Pengxin Fang
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Peter Hang
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Phillip Kiriboon
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Raafat Iskander
Financial advisor at Calton & Associates, Inc.
Calton & Associates, Inc. · $1.58B AUM
VerifiedFinancial planning
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Robert Ochoa
Financial advisor at Trilogy Capital, Inc.
Trilogy Capital, Inc. · $3.21B AUM
VerifiedFinancial planning
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Shaquawn Schasa
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Sherif Salib
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Shishir Shastry
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Timothy Wong
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Toan Au
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Victor Truong
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Yingshu Jiang
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Youstina Iskander
Financial advisor at Calton & Associates, Inc.
Calton & Associates, Inc. · $1.58B 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 West Covina, 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 West Covina, CA.

How this list works

Before you hire an advisor in West Covina, CA