Business List: Financial Planner in San Diego, CA, USA

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Shusterman Wealth Management 16935 W Bernardo Dr UNIT 223, San Diego, CA 92127
85867xxxx0 bry***@s***************.com 5 21 311 325
Goal Financial 401 W A St, San Diego, CA 92101
61968xxxx0 ako********@g************.net
Lifetime Financial Advisors, Inc.? 2210 Encinitas Blvd Ste C, Encinitas, CA 92024
76094xxxx0 bre***********@l******.com
Ryder Vehicles Sales San Diego CA 8491 Avenida de la Fuente, San Diego, CA 92154
61934xxxx9 a-s****************@r****.com 1 1
Merrill Lynch Wealth Management Advisor Jennifer R Perkinson? 5951 La Sendita, Bldg A, Rancho Santa Fe, CA 92067
85838xxxx1 ale*********@m*.com
Edward Jones - Financial Advisor: Matthew Stratton 3990 Old Town Ave Suite A211, San Diego, CA 92110
61971xxxx7 a.-********@e**********.com 83517
Epic Trust Investment Advisors - San Diego 8880 Rio San Diego Dr # 800, San Diego, CA 92108
61994xxxx8 acc*******@e********.com 5.02
Brio Financial Group
41562xxxx0 bra****@b*****.com 573 594
Legacy Wealth Transitions Inc 2243 San Diego Ave Lobby, San Diego, CA 92110 61995xxxx2
Jon Luskin, CFP® San Diego, CA 92101
com*******@j********.com 5 12
Andrew Norolahi - Certified Financial Planner practitioner 6725 Mesa Ridge Road Suite 200, San Diego, CA 92121
85867xxxx6 and**************@a***.com 51 51
San Diego, CA Private Wealth Management - UBS Financial Services Inc. 12220 El Camino Real Suite 400, San Diego, CA 92130
80052xxxx7 ber*******@u**.com
Merrithew & Thorsten, Inc 9820 Willow Creek Rd, San Diego, CA 92131
85854xxxx5 les@f***************.com
Centura Wealth Advisory 12255 El Camino Real #125, San Diego, CA 92130
85877xxxx0 aan******@c************.com 53
U.S. Bancorp Investments - Financial Advisors 1606 Grand Ave, San Diego, CA 92109
85858xxxx4 aar************@u*****.com 345 341231 3973 343791
Lester, Karpow, Dyer & Associates 8910 University Center Lane #200, San Diego, CA 92122
85879xxxx8 bar**************@a***.com 218 218
Aurora Wealth Advisors - Ameriprise Financial Services, LLC 9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131
85876xxxx2 ame************@a***.com
Torrey Capital Investments 11622 El Camino Real Ste 100, San Diego, CA 92130
85876xxxx2 jac***@t***********************.com
Securus Financial 10620 Treena St, # 230, San Diego, CA 92131
85893xxxx0 inf*@g********.com 5 2 85 6 93
The Financial Team 6005 Hidden Valley Rd Ste 105, Carlsbad, CA 92011
76044xxxx2 eri*@t***************.com
Blue Water Capital Management 3655 Nobel Dr, San Diego, CA 92122
85855xxxx8 3d@**w.bluewaterportfolios
North Financial Advisors LLC 4648 Park Blvd, San Diego, CA 92116
92926xxxx7 cad*@n*********************.com 5.08
JPS Financial Services Inc. 1227 Scott St, San Diego, CA 92106
61956xxxx3 jas**@j**********************.com 3 2
WestPac Wealth Partners 5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121
61968xxxx0 aar**********@w************.com 4.2 10
Matthew Lord - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx2 ade********@u**.com
Matthew B Lord - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101 61954xxxx0 ade***********@m************.com
M Wg Financial & Insurance Services 6333 Greenwich Dr # 210, San Diego, CA 92122 85865xxxx3
San Diego Advertising Fund for Emergencies 550 West B Street, San Diego, CA 92101
61925xxxx1 4.9 194 5 3 322 355
A B Investments 5730 Guincho Rd, San Diego, CA 92124 85827xxxx9
The Lehman Group 1925 Palomar Oaks Way, Carlsbad, CA 92008
76065xxxx5 605*****************************@s**********.wixpress 5 19 5 25
Ross Allford - RBC Wealth Management Financial Advisor 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx1 ros*********@r**.com 19 20
Jan Pretorius - Financial Advisor, Ameriprise Financial Services, LLC 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
Advent Financial Services 4540 Kearny Villa Rd STE 202, San Diego, CA 92123
85865xxxx4 afo*****@s***************.com
NFFC San Diego Hickman Dr, San Diego, CA 92111
61998xxxx2 bkr*****@n****************.com 4.2 17 474 7 499
Merrill Lynch Financial Advisor Michael D Fendley 701 B St 24th Floor, San Diego, CA 92101
61969xxxx1 bri************@b***.com
Your Favorite Lender 6333 Greenwich Dr, San Diego, CA 92122
61999xxxx0 sha**@y*****************.com
von Berge Wealth Management 600 W Broadway, San Diego, CA 92101
61934xxxx3 eri*********@v****************.com
Quynh Dao - Ameriprise Financial Services 3550 Camino Del Rio N Ste 100, San Diego, CA 92108
61950xxxx2 dns*****@a***.com
College Planning Source 10875 Rancho Bernardo Rd, Ste 115, San Diego, CA 92127
18586xxxxx0 chr****@c********************.com 4.8 16 5 1 364 6 370
Beacon Financial Management 533 2nd St, Encinitas, CA 92024
76047xxxx5 bb@b******************.com
Fund'd
Edward Jones - Financial Advisor 3838 Camino Del Rio N Suite 375, San Diego, CA 92108
61951xxxx5 a.-********@e**********.com
Edward Jones - Financial Advisor: Lee J Fox 2550 5th Ave Ste 65, San Diego, CA 92103
61923xxxx9 acc**********@e**********.com 97 174
Edward Jones - Financial Advisor: David S Tam, AAMS™ 4134 Adams Ave UNIT 104, San Diego, CA 92116
61952xxxx3 a.j*********@e**********.com 5 2 112
Tori Gutierrez - Financial Advisor 605 E. Huntington Drive, Suite 203, Monrovia, CA 91016
56268xxxx9 ale********@c**************.com 5 3 259 35 269
Andrew Hathaway - Financial Advisor, Ameriprise Financial Services, LLC 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85895xxxx0 dns*****@a***.com
San Diego Dream Homes- Oceanfront Specialists 6027 Paseo Delicias, Rancho Santa Fe, CA 92067
76061xxxx8 chi**@c****.me 4927 1 4941
Fidelity Investments 7676 Hazard Center Dr Suite 820, San Diego, CA 92108
80063xxxx2 a.m**@f*******.com 3.7 28 329208 353000
Rawdin-Baron Financial Inc 4747 Morena Blvd Ste 201, San Diego, CA 92117
85848xxxx0 5 3
Stephen H Geribo - Ameriprise Financial Services 7968 El Cajon Blvd, La Mesa, CA 91942
85876xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Hayley N Beard 963 Orange Ave, Coronado, CA 92118
61943xxxx2 a.j*********@e**********.com 5 2 83507
5 1
Edward Jones - Financial Advisor: Evan Cohen? 700 Garden View Court, Suite 203, Encinitas, CA 92024
76075xxxx5 a.-********@e**********.com
The Financial Planning & Investment Group - Ameriprise Financial Services 4455 Morena Blvd Ste 215, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
Merrill Lynch Wealth Management Advisor Sarah Wallace 701 B St 24th Floor, San Diego, CA 92101
61969xxxx0 ale*********@m*.com
Rohe Levy Financial and Insurance Services, Inc. 3131 Camino del Rio N Suite 415, San Diego, CA 92108
61935xxxx7 doe**@r*******.com 5 1 153 3 149
Jeff Fink - RBC Wealth Management Financial Advisor? 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx0 rbc*********@r**.com
Scott B. Austin, CFP, RICP, Financial Advisor at Morgan Stanley 4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122
85864xxxx8 gar***@m**************.com 502 509
Private Wealth Management | U.S. Bank 600 W Broadway Suite 1225, San Diego, CA 92101
61969xxxx2 aar************@u*****.com 345615 5351 348000
Security Investment Partners 2907 Shelter Island Dr, San Diego, CA 92106
61978xxxx1 5 1
Taylor R. Schulte, CFP 12526 High Bluff Dr, Suite 238, San Diego, CA 92130
85834xxxx7 inf*@d**************.com 5 9 5 5 300 324
Sustainable Financial Planning 6265 Greenwich Dr Suite 100, San Diego, CA 92122
85890xxxx0 kat*****@s*****************.com
Premier Wealth Advisors 12531 High Bluff Dr, #110, San Diego, CA 92130
85866xxxx6 ant****@m**************.com 474 39 486
Southwest Securities Inc: Drew Arden 750 B St Suite 3100, San Diego, CA 92101 80076xxxx2
Lincoln Financial Advisors 2020 Camino Del Rio N # 800, San Diego, CA 92108
61954xxxx5 aki**************@l**.com
Bank of America Private Client Advisor Dirk Harris 701 B St, San Diego, CA 92101
61951xxxx5 ban**********@e****.bankofamerica
Karen Dhuyvetter - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx7 ale*******@u**.com
Brian Venn - Ameriprise Financial Services 5898 Copley Dr, San Diego, CA 92111
85876xxxx7 bri*******@a***.com
Merrill Lynch Wealth Management Advisor Paul B Pintek 701 B St Suite 2400, San Diego, CA 92101
61969xxxx0 ale*********@m*.com
Presidio Capital Management 12626 High Bluff Dr Ste 440, San Diego, CA 92130
85846xxxx9 ali**@p*********.com 5 4
5 2
Cheryl Lopez - Ameriprise Financial Services 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 che***********@a***.com
Shari Miller - Symbio Financial Partners 7777 Fay Ave, La Jolla, CA 92037
85855xxxx0 bla**@s**************.com 5 2
Edward Jones - Financial Advisor: Andrew W Shaw? 111 Chesterfield Dr, Suite 119, Cardiff By The Sea, CA 92007
76063xxxx4 a.-********@e**********.com
Merrill Lynch Wealth Management Advisor Miguel A. Ortega 11811 Bernardo Plaza Ct, San Diego, CA 92128
85867xxxx6 ale*********@m*.com
The Light for Seniors, Inc 8250 Vickers St G, San Diego, CA 92111
85875xxxx2 dat********@r*******.com
Gregory Hakim - Ameriprise Financial Services 4455 Morena Blvd Ste 215, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
Goldman Wealth Management & Associates, LLC. 12526 High Bluff Drive, Suite 300, San Diego, CA 92130
85836xxxx8 she****@g********.com 5 7 111 3 114
Cavalry Financial Agency 9444 Waples St Suite 321, San Diego, CA 92121 61928xxxx4 5 4
Alejandro Valle - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx4 3d@a******.morganstanley
Pahal, Vora and Associates - Ameriprise Financial Services, Inc.? 401 W A St Ste 2245, San Diego, CA 92101
61935xxxx3 dns*****@a***.com
Andrew Norolahi - Ameriprise Financial Services, LLC 6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121
85867xxxx6 dns*****@a***.com
TIAA Financial Services 3655 Nobel Dr Suite 140, San Diego, CA 92122
87755xxxx8 acc******************@t***.org 5 2 90969 524 91000
Wealth Manager Group 3131 Camino Del Rio N, San Diego, CA 92108
61957xxxx6 3d@**w.inghamwealthmanagement
Raymond James Financial Services 7955 Silverton Ave Suite 1201, San Diego, CA 92126
61927xxxx1 a.-************@r***********.com 16943
Philip E Smith - Ameriprise Financial Services 3655 Nobel Dr Ste 510, San Diego, CA 92122
85821xxxx3 dns*****@a***.com
Mission Wealth 1455 Frazee Rd Ste 500, San Diego, CA 92108
61933xxxx6 3d@m************.com
Wells Fargo Advisors 10707 Camino Ruiz, San Diego, CA 92126 85856xxxx1
Satori Wealth Management, Inc. 4660 La Jolla Village Dr Suite 100, San Diego, CA 92122
61930xxxx3 dan**@s***********.com
Daniel Shahmoradian - Financial Planner 600 W Broadway Suite 600, San Diego, CA 92101
61923xxxx2 ade********@n*.com 5 12
Merrill Lynch Wealth Management Advisor Ken Morris 12830 El Camino Real Suite 300, San Diego, CA 92130
85867xxxx6 adm***********@m*.com
Bair Financial Planning 7676 Hazard Center Dr Ste 1050, San Diego, CA 92108
61954xxxx0 ben*****@b********************.com
Bair Financial Planning 7676 Hazard Center Dr, San Diego, CA 92108
61954xxxx0 3d@**w.bairfinancialplanning 5 1
Greg Gorder - Financial Advisor, Ameriprise Financial Services, LLC 4655 Executive Dr Ste #300, San Diego, CA 92121
85879xxxx6 dns*****@a***.com 4.621
Institute of Business & Finance (IBF) 4141 Jutland Dr Ste 330, San Diego, CA 92117
80084xxxx9 adm**@i***.com 5 8 158 4 167
DACA Tax Services 4542 Ruffner St, San Diego, CA 92111
85856xxxx6 adm**@d*****.com 5 19
Group 4540 Kearny Villa Rd Ste 202, San Diego, CA 92123
85827xxxx0 333*********@w**************.com
Mohr Group 12555 High Bluff Dr # 205, San Diego, CA 92130
85875xxxx8 605*****************************@s**********.wixpress 5 4
Grant Vahalla - TIAA Wealth Management Advisor 3655 Nobel Dr Ste 140, San Diego, CA 92122
87755xxxx8 acc******************@t***.org
Redstone Wealth Advisors - Ameriprise Financial Services, LLC? 2173 Salk Ave, Ste 250, Carlsbad, CA 92010
76049xxxx0 dns*****@a***.com
Zimmerman Private Wealth Management 3111 Camino del Rio N, Ste 400, San Diego, CA 92108
61952xxxx5 bri**@z***********.com 5 4 88 1 85
San Diego & Imperial Small Business Development Center Network 880 National City Blvd., National City, CA 91950
61948xxxx1 imp************@s*******.org 4.5 8 949 69 1149
Creative Capital Management Investments LLC (CCMI) 8880 Rio San Diego Dr #1150, San Diego, CA 92108
61929xxxx3 bma****@m*****.com 549
Symbio Financial Partners 7777 Fay Ave, Ste 315, La Jolla, CA 92037
85855xxxx1 bla**@s**************.com 5 2 193 3 196
Stephanie Karpow - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx8 bar**************@a***.com
Investment Placement Group 350 Tenth Ave #1150, San Diego, California 92101
61932xxxx0 alb****@i********.com 5 1
Financial Services & Wealth Management 4182 North Viking Way suit 213, Long Beach, CA 90808
31072xxxx1 dns******@a*******.com 5 19 336 131 336
Next Gen Financial Planning 2020 Camino Del Rio N, San Diego, CA 92108
61936xxxx7 3d@**w.nextgenfinancialplanning 5 7 4.5 10
Edward Jones - Financial Advisor: David S Peterson, AAMS™ 12750 Carmel Country Rd Ste 208, San Diego, CA 92130
85852xxxx0 a.j*********@e**********.com 4.9 29 204
San Diego Carburetor 6622 University Ave, San Diego, CA 92115
61926xxxx0 3.6 24 5 2 6
The LaCroix Wealth Management Group - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61923xxxx0 3d@a******.morganstanley
Homeowners Financial Group 600 B St Ste 300, San Diego, CA 92101
61982xxxx0 abe*@h***********.com
Merrill Lynch Wealth Management Advisor Jorge Llamas 701 B St 24th Floor, San Diego, CA 92101
61969xxxx7 ale*********@m*.com
Russ Zorn - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 car*********@a***.com
Advanced Equities Wealth Management 655 W Broadway #1050, San Diego, CA 92101 61923xxxx2
William Noonan - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx7 dns*****@a***.com
TruFinancial
61995xxxx5 aso**********@t***********.org 5 86 378 24
Marriage Financial Solutions 11661 San Vicente Boulevard, Suite 820, Los Angeles, CA 90049
31044xxxx3 ali@m****************.com 77 85
Reuven I Rubinson, CPA 7918 El Cajon Blvd, Ste N # 157, San Diego, CA 92124
85834xxxx4 acc*******@r***********.com 5 3 96 46 93
Fundamental Wealth Management - Ameriprise Financial Services, LLC 13520 Evening Creek Dr N #110, San Diego, CA 92128
85876xxxx1 dns*****@a***.com
Premier Wealth Advisors, LLC 12531 High Bluff Dr #110, San Diego, CA 92130
85866xxxx6 ant****@m**************.com 493 34 504
Hilltop Securities Inc. 750 B St Suite 3100, San Diego, CA 92101
61923xxxx2 ada*******@h****************.com 3.4 5
Merrill Lynch Wealth Management 11811 Bernardo Plaza Ct, San Diego, CA 92128
85867xxxx0 bro*********@m*.com
Creative Planning 12760 High Bluff Dr Ste. 210, San Diego, CA 92130
85876xxxx0 aar**********@c***************.com
Ariston Services Group, LLC Symphony Tower, 750 B St #2630, San Diego, CA 92101
61924xxxx6 ale******@a*******************.com
John A Galano San Diego, CA 61969xxxx8
Danielle Vigneault - Financial Advisor, Ameriprise Financial Services, LLC 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85834xxxx0 dns*****@a***.com 5 4
elhoff wealth strategies 3665 Ruffin Rd, San Diego, CA 92123
61937xxxx0 dav*@e*****.com
Engage San Diego
ala*@e*************.org 5 1 505 553
Wealth Analytics 12730 High Bluff Dr #260, San Diego, CA 92130
85879xxxx0 bel**@w**************.com
Edward Jones - Financial Advisor: Jon Harris 11440 W Bernardo Ct Ste 273, San Diego, CA 92127
85848xxxx4 and*******@c*************.ca
Merrill Lynch Wealth Management Advisor Maria De. J. Aguilar 701 B St 24th Floor, San Diego, CA 92101
61969xxxx0 ale*********@m*.com
North Financial Advisors LLC 704 J St, San Diego, CA 92101
92926xxxx7 24e*************************************@w*****************.com
San Diego Group 14420 Chase St, Panorama City, CA 91402
81892xxxx9 89d*****************************@s*****.io 5 1 181 43 184
Manning Wealth Management, Inc 401 B St Ste 2300, San Diego, CA 92101
61923xxxx7 3d@**w.manningwm
Merrill Lynch Financial Advisor David A Reicks 701 B St, 24th Floor, San Diego, CA 92101
61969xxxx9 ale*********@m*.com
Steve Lahre - RBC Wealth Management Branch Director 655 W Broadway Ste 1000, San Diego, CA 92101
61969xxxx1 bri*********@r**.com
U.S. Bancorp Investments - Financial Advisors: San Diego 4195 Genesee Ave, San Diego, CA 92111
85842xxxx7 aar************@u*****.com 344563 4277
Merrill Lynch Wealth Management Advisor Kaitlyn M. Cruse 701 B St 24th Floor, San Diego, CA 92101
61969xxxx9 ale*********@m*.com
Simon Lewis - Financial Advisor, Ameriprise Financial Services, LLC 4655 Executive Dr Ste #300, San Diego, CA 92121
85879xxxx7 bri***************@a***.com
Raymond James 1011 C Ave, Coronado, CA 92118
61943xxxx3 a.-************@r***********.com
San Diego ENA 8695 Spectrum Center Blvd (Meeting Location Only - Not for Mailing), San Diego, CA 92123
18008xxxxx7 bnk********@h******.com 3.9 43 5 3 534 9 597
Aligned Financial Planning 9540 Towne Centre Dr #150, San Diego, CA 92121
85835xxxx0 joh*@a***************.com
Western Financial Planning Corp. 401 W A St Ste 1830, San Diego, CA 92101 61923xxxx5
roman financial advisors 4455 Murphy Canyon Rd, San Diego, CA 92123 61966xxxx1
Michael Walsh - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx4 dns*****@a***.com
Reason Financial 4747 Morena Blvd #102, San Diego, CA 92117
85848xxxx0 aly***@y*********.com 5 6 45 7 51
Linda Catalina, CPA 8880 Rio San Diego Dr #800, San Diego, CA 92108
85848xxxx7 lin**@l***************.com 3.7 24 5 3 55 60
San Diego Sells 2776 Gateway Rd, Carlsbad, CA 92009
85848xxxx3 hom**@s******.com 5 4 273 2 279
Homeowners Financial Group 350 10th Ave Ste 1000, San Diego, CA 92101
61982xxxx0 abe*@h***********.com
Dustin Tracy, CFP - UBS Financial Services Inc. 600 W Broadway Suite 2100, San Diego, CA 92101
61955xxxx7 ade********@u**.com
Cain Advisory Group 4858 Mercury St, San Diego, CA 92111
85843xxxx5 bxx****@c****************.com 3.6 5 4 29
Cetera Advisor Networks 814 Morena Blvd Ste 108, San Diego, CA 92110
61929xxxx7 adm**@a********.com
Ivan A Schleder - Ameriprise Financial Services, LLC 8880 Rio San Diego Dr Fl 8, San Diego, CA 92108
61920xxxx5 dns*****@a***.com
LPL Financial 501 W Broadway #800, San Diego, CA 92101 61920xxxx1
Lantern Investment Serving theSan Diego Area
85856xxxx9 ala********@h************.com
San Diego Financial Advisor - Platt Wealth Management 3838 Camino Del Rio N Unit 365, San Diego, CA 92108
61925xxxx4 inf*@p******.com 5 2 114 126
Contractors San Diego San Diego, CA 92111
85833xxxx2 9 11
Christopher Cohn - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx5 chr*************@a***.com
Andrew Marshall Financial 5857 Owens Ave Ste 300, Carlsbad, CA 92008
76065xxxx5 and***@a**********************.com
Chisholm Financial Planning 3550 Camino Del Rio N, San Diego, CA 92108
61978xxxx4 chi****************************************@a********.com 5 8
Edward Jones - Financial Advisor: Sean M Manatt, AAMS® 814 Morena Blvd Suite 301, San Diego, CA 92110
61949xxxx9 a.-********@e**********.com 5 2
San Diego Wealth 6390 Greenwich Drive, Suite 230, San Diego, CA 92122
85827xxxx5 ari**@s*************.com 2196 1 2190
LPL Financial San Diego, CA 92101
61979xxxx8 59@g****.com
Financial Haus 1253 University Ave 1002, San Diego, CA 92103
61999xxxx1 edg**@t***************.com
Meiss Wealth Management, Inc. 1980 Kettner Blvd #408, San Diego, CA 92101
85838xxxx0 m***@e**********.com
Pars Financial Corp 8736 Production Ave, San Diego, CA 92121
85854xxxx0 a.p****@p************.com 5 13
Advanced Equities Asset Management 655 W Broadway #1050, San Diego, CA 92101 61970xxxx0
20-20 Financial Advisors 1660 Hotel Cir N # 705, San Diego, CA 92108
61977xxxx3 ast*******@2*****.com 5.02
Higgins Capital Management, Inc. 2223 Avenida de la Playa, Ste 210, La Jolla, CA 92037
85845xxxx3 deb***@h*************.com 5 5 877 875
Daniel Parent - TIAA Wealth Management Advisor 3655 Nobel Dr Ste 140, San Diego, CA 92122
87755xxxx8 ada*********@t***.org
Essential Planners 113 W G St #816, San Diego, CA 92101
85858xxxx7 dfo*@e****************.com
Lineage Lending Reverse Mortgages 4455 Murphy Canyon Rd. Ste 100, San Diego, CA 92123
61929xxxx0 joh**@l********.com 5 7 243 239
Cors 16935 W Bernardo Dr Ste 103, San Diego, CA 92127
85879xxxx4 ash***@a********.com
Bixler-Gustin Financial Group - UBS Financial Services Inc. 600 W Broadway UNIT 2100, San Diego, CA 92101
61955xxxx0 ale*******@u**.com
WorthPointe 888 Prospect Ave, La Jolla, CA 92037
80062xxxx2 inf*@w***.com
NAREB San Diego Realtist for Democracy in Housing - San Diego chapter
85838xxxx6 dco*****@g****.com 5 19 992 1069
Financial Designs Ltd 5075 Shoreham Pl # 200, San Diego, CA 92122
85859xxxx0 5 1
Kevin Kellogg - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 car*********@a***.com
LPL Financial 4835 Voltaire St, San Diego, CA 92107
Simon Lewis - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx7 dns*****@a***.com
Merrill Lynch Financial Advisor Brian R Johns 701 B St Suite 2400, San Diego, CA 92101
50945xxxx6 ale*********@m*.com
Barron Anthony 501 W Broadway, San Diego, CA 92101 61940xxxx8
First Command Financial Advisor - Lawrence Lagud 2650 Camino Del Rio N Ste 210, San Diego, CA 92108
61929xxxx2 ael******@f***********.com
Edward Jones 236 E Broadway, Vista, CA 92084
76063xxxx8 a.-********@e**********.com
Wealth Alliance, LLC 12526 High Bluff Dr UNIT 300, San Diego, CA 92130
85879xxxx3 boi****@w*********.com 5 1
Financial Advisors | U.S. Bancorp Investments 1606 Grand Ave, San Diego, CA 92109
85858xxxx4 aar************@u*****.com
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. 2173 Salk Ave, Carlsbad, CA 92008
94971xxxx0 bbo***@d******************.com 5 3
Guthrie Cook RICP, Financial Professional with Nylife Securities LLC 4365 Executive Dr, Suite 800, San Diego, CA 92121 84539xxxx7 1 1 244 245
Jake Harrison - Ameriprise Financial Services 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85834xxxx0 dea**********@a***.com 5 5
Trilogy Financial Services 12520 High Bluff Dr #140, San Diego, CA 92130
85875xxxx6 aar**********@t********.com 3.8 4
J S Tucker Insurance Services 990 Highland Ave, Solana Beach, CA 92075
85834xxxx2 con***@j**********.com
San Diego Tax Team
85828xxxx3 inf*@s**************.com 5 6 143 144
Bricks Marine Services - San Diego San Diego, CA
83142xxxx8 3fc*************************************@w*****************.com 5 2 287 1 290
Sigdestad Financial 9666 Businesspark Ave, San Diego, CA 92131
85869xxxx0 eri*@r***********.com
Buchholz Financial Planning 2051, 11622 El Camino Real #100, San Diego, CA 92130
61941xxxx1 ly**@b************************.com
Next Gen Financial Planning 2020 Camino Del Rio N Suite 215, San Diego, CA 92108
61936xxxx7 ahm**@n***********************.com 5 8
Sensible Financial Planning San Diego 3111 Camino Del Rio N #400, San Diego, CA 92108
61957xxxx1 aim****@s****************.com
Merrill Lynch Wealth Management Advisor Donovan R. Filpi? 1000 Aviara Pkwy Ste 200, Carlsbad, CA 92011
76093xxxx0 ale*********@m*.com
Independent Financial Group 12671 High Bluff Dr Suite 200, San Diego, CA 92130
80026xxxx3 aim**@i****.com 1.7 3
San Diego - Center for Employment Training 4153 Market St, Ste C, San Diego, CA 92102
61952xxxx5 aag****@c*****.edu 4 22 4 24 2523 849 2512
Edelman Financial Engines 3570 Carmel Mountain Rd Suite 450, San Diego, CA 92130
83375xxxx3 aar*******@e**********************.com 1 1 18374 14 19773
JG Wealth Management (San Diego Office) 2305 Historic Decatur Road, Suite 100, San Diego, CA 92106 80042xxxx3
LPL Financial 4707 Executive Dr, San Diego, CA 92121
80087xxxx0 a.b******@l**.com 3.6 14 20100 233 21000
San Diego Ecars Inc 8830 Miramar Rd, San Diego, CA 92126
85830xxxx0 sal*@s******.com 4.6 58 5 8 216 96 283
First Midwest Securities 501 W Broadway Ste 800, San Diego, CA 92101
61923xxxx0
Adventures In San Diego 800 The Mark Ln, San Diego, CA 92101
61943xxxx0 bri******@a*******************.com 4.8 18 1137 34 1168
Salient Wealth Planning - Ameriprise Financial Services 3655 Nobel Dr Ste 510, San Diego, CA 92122
85821xxxx3 dns*****@a***.com 108
Lund Financial 852 Fifth Ave #210, San Diego, CA 92101
95146xxxx8 jlu**@c**.net
Merrill Lynch Wealth Management Advisor Gregory J Roel 701 B St 24th Floor, San Diego, CA 92101
61969xxxx5 ale*********@m*.com
Raymond James Financial Services 16399 W Bernardo Dr, San Diego, CA 92127
85838xxxx2 a.-************@r***********.com 5 1 17178
Commonwealth Financial Network 110 Plaza, 110 W A St UNIT 1800, San Diego, CA 92101 61947xxxx0 3.3 7
Love In Action Inc PO Box 813, San Diego, CA 95661
3 1 233 9 238
Lenhoff Financial Group 5860 Owens Ave, Carlsbad, CA 92008
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Stifel? 5780 Fleet St Ste 250, Carlsbad, CA 92008
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The Frachon Group - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
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Master Gardener Association of San Diego County
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Edward Mirsky - UBS Financial Services Inc. 600 W Broadway Suite 2800, San Diego, CA 92101
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Sean Donnelly - Financial Advisor, Ameriprise Financial Services, LLC 4510 Executive Dr Ste P9, San Diego, CA 92121
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Morgan Stanley Wealth Management 3900 Lomaland Dr, San Diego, CA 92106
61997xxxx5 3d@w***.morganstanley 111957 3016 121665
Young Engineers Greater San Diego 5715 Kearny Villa Rd Ste 109, San Diego, CA 92123
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Pure Financial Advisors, LLC 3131 Camino Del Rio N #1550, San Diego, CA 92108
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Rooney Crull Financial 9820 Willow Creek Rd, San Diego, CA 92131
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Reyes Financial Architecture 4365 Executive Dr Ste 250, San Diego, CA 92121
85859xxxx6 dav**@r********.com 4.8 8 201 24
The Financial Planning & Investment Group - Ameriprise Financial Services, LLC 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117
85849xxxx8 5 1
Tari Nagel - Ameriprise Financial Services 4455 Morena Blvd Ste 215, San Diego, CA 92117
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Thomas J Stout - Financial Advisor, Ameriprise Financial Services, LLC 9119 Clairemont Mesa Blvd Ste A, San Diego, CA 92123
85876xxxx7 dns*****@a***.com 2.52
Concierge Wealth Management & Insurance Solutions 4660 La Jolla Village Drive, Ste 300, San Diego, CA 92122
61964xxxx5 don@c****.com 167 6 172
First Command Financial Advisor - Ben Grad 2650 Camino Del Rio N Ste 210, San Diego, CA 92108
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MAJOR Real Estate in San Diego San Diego, CA 5 9 190 4 203
Shane Kochon - Ameriprise Financial Services 3655 Nobel Dr Ste 510, San Diego, CA 92122
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Aero Financial 11199 Sorrento Valley Rd, San Diego, CA 92121 85820xxxx8
Ameriprise Financial Services Serving theSan Diego Area
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Sensible Financial Planning San Diego 600 B St Suite 300, San Diego, CA 92101
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The Financial Planning & Investment Group
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USA Financial Consultants 4545 Murphy Canyon Rd Ste 209, San Diego, CA 92123 85856xxxx0 bac****@u***********.com 4.8 23 4.9 149 2960 566
5 176
Mariner Wealth Advisors 11512 El Camino Real # 370, San Diego, CA 92130
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Tracey Davis - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
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Beacon Pointe Advisors 12750 High Bluff Dr Ste 460, San Diego, CA 92130
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Edward Jones - Financial Advisor: Mark J Mertsoc? 1800 Thibodo Rd Ste 250, Vista, CA 92081
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Pahal, Vora and Associates 41973 6th St. Suite C, Temecula, CA 92590
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Financial Planning Consultants 1450 Frazee Rd Ste 202, San Diego, CA 92108
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Keri A Kirchner - Associate Financial Advisor, Ameriprise Financial Services, LLC 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117
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Financial Planning Consultants 1450 Frazee Rd Ste. 308, San Diego, CA 92108 61929xxxx4 3d@f***************.com 69
Messenger Wealth Management, Inc. 4835 Voltaire St, San Diego, CA 92107
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Casting San Diego San Diego, CA 92101
31086xxxx3 gos***********@w**********.com 5 1 114 124
Capital Growth Inc. Wealth Management 8910 University Center Ln, San Diego, CA 92122
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Jean-Charles Lebours - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
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Edelman Financial Engines 3570 Carmel Mountain Rd, San Diego, CA 92130
83375xxxx3 a.j@e**********************.com 1 3
Courtney Anderson EA Tax 2801 B St, San Diego, CA 92102
85825xxxx4 cou*****@c*********.com 4.5 19
Merrill Lynch Wealth Management Advisor Paul B Pintek? 701 B St Ste 2400, San Diego, CA 92101
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WFA San Diego 3170 Fourth Avenue, Third Floor, San Diego, CA 92103
61949xxxx5 bro***@w****************.com 337 4 334
Ameriprise Financial Inc San Diego, CA 92105 61954xxxx6 3d@**w.ameriprise 132657 134546
Stifel | Jeffrey P. Elman 12544 High Bluff Dr Ste 190, San Diego, CA 92130
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Next Gen Financial Planning? 2020 Camino del Rio N, San Diego, CA 92108
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5 10
American Tax and Financial Services Grand Terrace 22365 Barton Rd Suite 308 Grand Terrace CA, Grand Terrace, CA not-applicable
95123xxxx3 ceo@p*******************.com 5 12 5 6 199 12 201
Santa Fe' Wealth Management, Inc. 5755 Oberlin Dr #301, San Diego, CA 92121
61997xxxx3 has*****@s************.com
AJ Del Castillo - Financial Advisor, Ameriprise Financial Services, LLC 3655 Nobel Dr UNIT 510, San Diego, CA 92122
97894xxxx5 dns*****@a***.com 5.02
Ocean Point Financial Systems Inc 3565 Del Rey St Ste 204, San Diego, CA 92109
85827xxxx0 dia**@o******************.com
Robert Berry - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
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Robert Brower, CFP CIMA - UBS Financial Services Inc. 600 W Broadway Suite 2100, San Diego, CA 92101
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Del Mar Financial Partners 12544 High Bluff Dr, San Diego, CA 92130
85825xxxx0 bob**********@d*******.com
San Diego Real Estate & Loans Chula Vista, CA 91914 61932xxxx4 5 1 1415 1422
Dark Horse CPAs 2033 San Elijo Ave, Cardiff, CA 92007
61973xxxx4 3d@d********.cpa 5 53 5 40
Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85895xxxx0 dns*****@a***.com 5 5
Jeffrey Lynn - Ameriprise Financial Services, LLC 8910 University Center Ln Ste 200, San Diego, CA 92122
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Peck Financial Advisors 7676 Hazard Center Dr #500, San Diego, CA 92108
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Phase Four Financial Solutions San Diego, CA 92108
61929xxxx3 je**@p*******.com 5 2 119 3 118
James Schwager - Ameriprise Financial Services, LLC 5405 Morehouse Dr Ste 140, San Diego, CA 92121
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Preservation Financial & Insurance Services, Inc. 3655 Nobel Drive Suite 270, San Diego, CA 92122
80030xxxx4 inf*@p********************.net 5 4 99 99
Retired Employees of San Diego County 8825 Aero Dr, Ste 205, San Diego, CA 92123
61968xxxx9 boa**@r****.net 4.3 3 542 8 579
De Groote Financial Group 3013 Willow Lane, Thousand Oaks, CA 91361
80098xxxx2 chr**@d****************.com 377 379
Wells Fargo Advisors 10788 Black Mountain Rd, San Diego, CA 92126 85853xxxx0
First Command Financial Advisor - Nick Wallace 2650 Camino Del Rio N Suite 210, San Diego, CA 92108
61929xxxx2 ael******@f***********.com 6972 254 7467
San Diego Painting & Refinishing San Diego, CA 92139
61933xxxx2 joh*****@e******.com 115 1 130
USA Financial Consultants Inc. 4545 Murphy Canyon Rd, Ste. 211, San Diego, CA 92123
85856xxxx0 fel***@u**********************.com 4.9 70 2977 490 2993
Lucia Capital Group - Financial Planning and Wealth Education 16789 Bernardo Center Drive, San Diego, CA 92128
18006xxxxx0 amo****@l*******.com 615 8 677
Sanya Mulhern - RBC Wealth Management Financial Advisor 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx2 bri*********@r**.com 220
| Nathan Medina l LPL Financial CFP, Financial & Retirement Planning 1255 Scott St, San Diego, CA 92106 61936xxxx6 5 5
Wells Fargo Advisors 9232 Miramar Rd, San Diego, CA 92126
85854xxxx0 11
Italian Honorary Consulate in San Diego 250 W. Date St., San Diego, CA 92101
61980xxxx4 con***********@c***.esteri 401 1 412
Define Financial 12526 High Bluff Dr, San Diego, CA 92130
85834xxxx7 inf*@d**************.com 5 9 5 10
Peter Dold - Ameriprise Financial Services 4510 Executive Dr Ste P9, San Diego, CA 92121
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New York Life Insurance: Aaron M. Kaplan, MBA 4365 Executive Dr Ste 800, San Diego, CA 92121
85862xxxx8 amk*****@f*.newyorklife
David J. CPA 428 C St Suite 302 I, San Diego, CA 92101
85876xxxx0 3d@d********.com
Pro-Vision Wealth Management 5531 Cancha De Golf, San Diego, CA 92101
16192xxxxx8 lar**@p***************.com 5 3 225 222
David Harris - UBS Financial Services Inc. 600 W Broadway Suite 2100, San Diego, CA 92101
61955xxxx9 ade********@u**.com
Warren Stone Duthie One America Plaza, 600 W Broadway Ste 600, San Diego, CA 92101
61923xxxx7 web******@n*****************.com
Brian Kurlan Financial Advisor 1200 Prospect St, La Jolla, CA 92037
61960xxxx5 aar*********@w******.com 5 2 5 7 235 1 233
San Diego Financial Advisor - Platt Wealth Management 3838 Camino Del Rio N, San Diego, CA 92108
61925xxxx4 con****@i*********.com 5 2
DePauw Johnson Tax & Financial Services 400 South Melrose Dr, Vista, CA 92081
76094xxxx3 inf*@d********.com 4.6 28 4.5 21
GuidedChoice Investment Advice 8910 University Center Ln, Ste 400, San Diego, CA 92122
80077xxxx9 dbe*****@g***********.com 29991 29820
Bradley Wealth Management 350 10th Ave Ste 820, San Diego, CA 92101
61951xxxx0 ale*@b************.com 767
Charles L Palmer III - Morgan Stanley 5796 Armada Dr Ste 200, Carlsbad, CA 92008
76093xxxx5
LPL Financial 402 W Broadway Ste 400, San Diego, CA 92101
61944xxxx2 art*********@l**.com 109 2 108
Blue Ocean Financial 110 W A St #600, San Diego, CA 92101 61921xxxx8
Edward Jones - Financial Advisor: Justin Peek 3451 Via Montebello, Carlsbad, CA 92009
76063xxxx7 a.-********@e**********.com 5 1
Aperture Financial 1420 Kettner Boulevard, Suite 300, San Diego, CA 92101
61978xxxx1 dev**@a**********.com 5 1 156 2 155
Tom Luong - Financial Advisor, Ameriprise Financial Services, LLC 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 dns*****@a***.com 3.513
L J K Financial Services 4639 Huron Ave, San Diego, CA 92117 61927xxxx4
Alex Friedberg, Partner with New York Life 4365 Executive Dr. Suite 800, San Diego, CA 92121
85862xxxx8 a.-**************@n**********.com 5 9 299 3 302
The Tax & Estate Planning Forum 2470 Union St, San Diego, CA 92101
80033xxxx5 adm**@t***************************.com 4.4 7 5 4 138 4 150
WealthBuilders 704 J St, San Diego, CA 92101
40864xxxx8 doe**@w*********.com 5 10
Cheryl Lopez - Ameriprise Financial Services, LLC 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 dns*****@a***.com
Merrill Lynch 701 B St, San Diego, CA 92101
61969xxxx0 a-k**********@m*.com 4.7 3 5 26 1080 26
Datsun Auto Wrecking San Diego CA 6550 Datsun St, San Diego, CA 92154
61966xxxx4 3.6 48 298 12 303
Illumination Wealth Management 4320 La Jolla Village Dr #210, San Diego, CA 92122
85824xxxx5 chr********@i*****************.com 5 2
My Big Debt - Debt Relief Program 113 West G Street #610, San Diego, CA 92101
80085xxxx1 605*****************************@s**********.wixpress 4.7 137 439 4 440
Define Financial 12526 High Bluff Dr #238, San Diego, CA 92130
85834xxxx7 inf*@d**************.com 5 11 5 12 407 2 420
Chris Cooper & Company 4080 Centre St, Suite 202, San Diego, CA 92103
80035xxxx4 chr**@c**********.com 4.1 7 126 2 131
William Kim, Tax & Financial Group (TFG), Financial Advisor/Financial Planning 5075 Shoreham Pl #280, San Diego, CA 92122
85826xxxx4 abi****@t******.com 186 107
Aspiriant | San Diego 12481 High Bluff Dr Suite 110, San Diego, CA 92130
85875xxxx9 aca****************@a********.com
Armond Wietzel - Ameriprise Financial Services, Inc 8910 University Center Ln Ste 200, San Diego, CA 92122 85853xxxx1
Jan Pretorius - Ameriprise Financial Services 4455 Morena Blvd Ste 215, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
Nicholas-Applegate Capital 600 W Broadway, San Diego, CA 92101 61968xxxx0
Chisholm Financial Planning & Investments
61978xxxx4 jen**@c************************.com 5 1
Dowling & Yahnke Wealth Advisors 12265 El Camino Real UNIT 300, San Diego, CA 92130
85850xxxx0 ala***********@d*******.com 5 1
Dmitriy Bgatov - Ameriprise Financial Services 11440 W Bernardo Ct Ste 300, San Diego, CA 92127
85895xxxx5 dmi***********@a***.com
HoyleCohen, LLC 9350 Waxie Way, Suite 500, San Diego, CA 92123
85857xxxx0 apr**********@h*********.com 5 4 109 27 123
Elegant Financial 4061 Oceanside Blvd Ste J, Oceanside, CA 92056
76072xxxx7 b1e*************************************@w*****************.com
5 4
Northwestern Mutual 600 W BRdway #600, San Diego, CA 92101
61923xxxx8 3d@n*****************.com 4.2 917 104757 15640 106249
John O Todd III One America Plaza, 600 W Broadway #600, San Diego, CA 92101 61923xxxx5
Zion Financial Management 1620 Fifth Ave, San Diego, CA 92101
61969xxxx6 605*****************************@s**********.wixpress
Ameriprise Financial 5927 Balfour Ct Ste 207, Carlsbad, CA 92008
76080xxxx4 dns*****@a***.com
Merrill Lynch Financial Advisor Juan Pablo (JP) Bustamante 701 B St, 24th Floor, San Diego, CA 92101
61969xxxx9 ale*********@m*.com
Edward Jones - Financial Advisor: David S Peterson 12750 Carmel Country Rd, San Diego, CA 92130
85852xxxx0 a.-********@e**********.com 4.9 30 5 5
Merrill Lynch Wealth Management 6002 El Tordo, Rancho Santa Fe, CA 92067 85838xxxx0 3 2
Laurens Rhinelander - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx4 dns*****@a***.com
Client Benefit Insurance Services 10769 Woodside Avenue Ste 103, Santee, CA 92071
85856xxxx0 605*****************************@s**********.wixpress 5 4 102 5 101
Tony Ricci 2831 Camino Del Rio S, San Diego, CA 92108
61979xxxx4 ton*******@l**.com 5 1 5 4
Rowling & Associates 8889 Rio San Diego Dr # 202, San Diego, CA 92108
61929xxxx0 cpa*@r******.com 3 2
San Diego Home Loan 600 B Street Suite 300, San Diego, CA 92101
61964xxxx9 edg**@p****.com 1449 367 1474
Mission Hills Financial 1633 West Lewis Street, San Diego, CA 92103
61929xxxx0 des****@m********************.com 5 2 5 1 141 11 145
Define Financial 85834xxxx7 inf*@d**************.com 5 15 409 2
5 15
Charles Schwab 7777 Fay Ave Ste 105, San Diego, CA 92037
85855xxxx1 alt**********************@s*****.com 4 2
AVRExpos - San Diego, CA 7465 Mission Gorge Rd, Unit 123, San Diego, CA 92120
85821xxxx2 bxx@a*******.com 5 4 51 52
Courtney Anderson EA Tax 2801 B St Unit 2126, San Diego, CA 92102
85825xxxx4 cou*****@c*********.com 5 7
Cetera Investors 9275 Sky Park Ct #425, San Diego, CA 92123
85865xxxx0 ann**********@c**************.com 5 2 1889 106
Pete Williams Farmers Insurance Agency 7946 Ivanhoe Ave #222, La Jolla, CA 92037
85858xxxx6 age*********@z***.eu 5 13 5 6 505 11 525
Santiago Financial, Inc. 161 Fashion Lane #206, Tustin, CA 92780
71473xxxx0 ali**@s****************.com 4.3 82 4.5 47 1575 2 1596
Charles Schwab
nam*@e******.com 4
Wealth Planners 500 Third Ave, San Diego, CA 92101 61923xxxx7
Commonwealth Financial Network 110 W A St UNIT 1800, San Diego, CA 92101 61947xxxx0
Merrill Lynch Wealth Management Advisor ELOY CELIS SANCHEZ? 701 B St 24th Fl, San Diego, CA 92101
61969xxxx9 ale*********@m*.com
Benjamin Nussbaum, CFP - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx2 ade********@u**.com
San Diego Tax & Wealth Management 7777 Alvarado Rd #405, La Mesa, CA 91942
61969xxxx2 bho**@s**********.com 5 3
John F. Howells, CFP ® , ChFC ® , CLU ® 701 B St, San Diego, CA 92101
76094xxxx0 ana*********@e********.com
First Allied Financial Services, Inc. 16162 Beach Blvd., #250, Huntington Beach, CA 92647
71437xxxx0 d*t*@f***************************.com 5 1 132 1 135
Wedbush Morgan Securities Inc 501 W Broadway Ste 2000, San Diego, CA 92101
61923xxxx0 a.c*******@w******.com 4.3 19 4500 292
Independent Capital Management, Inc. 3131 Camino Del Rio N #810, San Diego, CA 92108
61928xxxx2 a.a@i***********.com 4 4 13533 13000
AZCA Financial Group 2888 Loker Avenue East, Suite 204, Carlsbad, CA 92010
76060xxxx2 cwe***@a*****************.com
Michael Walsh - Ameriprise Financial Services, LLC 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx4 dns*****@a***.com
Merrill Lynch Wealth Management Advisor Kelly S. Garton 701 B St 24th Floor, San Diego, CA 92101
85867xxxx1 ale*********@m*.com
Edward Jones - Financial Advisor: Todd W Stucker? 300 Carlsbad Village Dr Ste 119, Carlsbad, CA 92008
85851xxxx6 a.-********@e**********.com
Decision Investments 4445 Eastgate Mall, Ste 200, San Diego, CA 92121
85881xxxx6 amp*********@d******************.com 4.3 6 126 3 122
Bair Financial Planning 7676 Hazard Center Dr #1050 Ste 1050, San Diego, CA 92108
61954xxxx0 afo****@w*******.com 662 125
1
Merrill Lynch Wealth Management Advisor Roberto A Vila 701 B St 24th Floor, San Diego, CA 92101
61969xxxx2 ale*********@m*.com
Pacific Wealth Management 11512 El Camino Real #350, San Diego, CA 92130
85850xxxx7 adm**@p********.com 4.7 14
Successful Retiement Solutions 8787 Complex Dr #410, San Diego, CA 92123
61946xxxx3 dav**@s******************.com
Bull Oak Capital 4747 Executive Dr, San Diego, CA 92121
85899xxxx0 3d@b*************.com 5 20 5 42
Parabolic Asset Management - San Diego Financial Advisor 8465 Regents Rd Ste 201, San Diego, CA 92122
61988xxxx0 hey*******@g****.com 5 4
Thomas G Ventimiglia 8910 University Center Ln Ste 300, San Diego, CA 92122 85862xxxx5
David Spataro - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx1 dav**********@a***.com
San Diego BMW CCA
aus*********@s*******.com 1592 1733
Charles Schwab 12481 High Bluff Dr #100, San Diego, CA 92130 85852xxxx4 4.7 6
Wells Fargo Advisors 13520 Evening Creek Dr E #500, San Diego, CA 92128
85824xxxx0 a.b@w*****************.com 1 1
John Tanner - Financial Advisor, Ameriprise Financial Services, LLC 5405 Morehouse Dr #140, San Diego, CA 92121
85845xxxx0 dns*****@a***.com
Cady North - North Financial Advisors? 704 J St, San Diego, CA 92101
92926xxxx7 24e*************************************@w*****************.com
Dean Roland Russell LLC, Family Wealth Management 10815 Rancho Bernardo Rd #230, San Diego, CA 92127
85848xxxx7 inf*@d********.com
Neruda, Francis Ameriprise Financial 8910 University Center Ln Ste 200, San Diego, CA 92122 85853xxxx1
Avenue Advisors LLC 12636 High Bluff Dr Suite 400, San Diego, CA 92130
85858xxxx4 d_j@a*************.com
Delphi Private Advisors 3611 Valley Centre Dr #125, San Diego, CA 92130
85822xxxx0 adm***********@d************.com
TSR Inc 401 W A St, San Diego, CA 92101 61923xxxx7
South West Securities 750 B St UNIT 1000, San Diego, CA 92101 61923xxxx2
LPL Financial 3511 Camino del Rio S UNIT 406, San Diego, CA 92108 61928xxxx7
Azul Financial Planning - Ameriprise Financial Services, LLC 2535 Camino del Rio S #115, San Diego, CA 92108
61923xxxx8 dns*****@a***.com
Brian Venn - Financial Advisor, Ameriprise Financial Services, LLC 5898 Copley Dr, San Diego, CA 92111
85876xxxx7 bri*******@a***.com
Merrill Lynch Wealth Management 4624 Paseo De La Vis, Bonita, CA 91902
61969xxxx0 abu**@b************.com
Rhinelander, Lewis, Cohn & Associates - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx6 dns*****@a***.com
Remarie Cajucom Dinogan | New York Life Insurance 4365 Executive Dr Ste 800, San Diego, CA 92121
85862xxxx5 rcd******@f*.newyorklife 123 31
AWM Global Advisors 750 B St, San Diego, CA 92101
61922xxxx0 aal****@a****.com
5 1
San Diego Defenders 585 3rd Ave, Chula Vista, CA 91910
61923xxxx0 *m.*@s****************.com 5 71 4.6 11 261 5 291
Morgan Stanley Financial Advisors? 101 W Broadway, Ste 1800, San Diego, CA 92101
61923xxxx1 ade***********@m************.com
Wealth Enhancement Group 120 C Ave Ste 170, Coronado, CA 92118
61955xxxx0 aba****@w****************.com
Open Door Financial 3465 Camino del Rio S STE 250, San Diego, CA 92108
61979xxxx3 df6*************************************@w*****************.com 5 2
Parabolic Asset Management - San Diego Financial Advisor 7565 Charmant Dr UNIT 502, San Diego, CA 92122
rai****@p********.us 5 10 5 10 99 100
Carmel Capital Partners 4435 Eastgate Mall, San Diego, CA 92121 85845xxxx4
Real Estate in San Diego County and California 12770 El Camino Real, Suite 100, San Diego, CA 92130
Chris Shamoon - State Farm Insurance Agent 10440 Clairemont Mesa Blvd, San Diego, CA 92124
85873xxxx8 chr**@c***********.com 5 24 5 14 279 14 299
Gillespie Group Wealth Management 909 Prospect St, Ste 100e, La Jolla, CA 92037
85835xxxx2 605*****************************@s**********.wixpress 394 1 398
Chisholm Financial Planning & Investments 3550 Camino Del Rio N #207, San Diego, CA 92108
61978xxxx4 chi****************************************@a********.com
Wealth Legacy Group®, Inc. 4540 Kearny Villa Rd # 114, San Diego, CA 92123
85856xxxx3 333*********@w**************.com 5 11
Driven Wealth Management 2445 Poinsettia Dr, San Diego, CA 92106 61963xxxx0 5 2
The AIM Financial Consulting Group, Inc.
61929xxxx0 dfo****@a***********.cc 58 55
Gregory Martin II - Financial Planner San Diego, CA 92101
76080xxxx7 doe*****@m***********.myhomehq 13 13
Axiom Advisory, LLC 750 B St Suite 1610, San Diego, CA 92101
61929xxxx8 hel**@a************.com
Mission Home Mortgage 3033 5th Ave, San Diego, CA 92103
61943xxxx2 ala*@m******************.com 4.9 135 4.5 12
The Rosen McGhee Group - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx5 ade***********@m************.com
Dan Rosen - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61923xxxx1 ade***********@m************.com
Merrill Lynch Wealth Management 12830 El Camino Real, San Diego, CA 92130
85867xxxx0 bro*********@m*.com 5 3
Miguel Hernandez - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx1 ade***********@m************.com
Egan Yamamura - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx9 dns*****@a***.com
Serenity Financial Planning - Financial Planning in La Jolla, California 16870 W Bernardo Dr #400, San Diego, CA 92127
85825xxxx5 ann************@l**.com 5 10 227
Merrill Lynch Wealth Management Advisor Rodrigo K Hanna 701 B St 24th Floor, San Diego, CA 92101
61969xxxx7 ale*********@m*.com
Unlimited Income Tax, Bookkeeping & Travel Services 442 W. Highland Ave., Ste. # C, San Bernardino, CA 92405
87782xxxx5 2 6 4.8 26 523 63 532
Gregory R Schmitt, Financial Planner, MassMutual Pacific Coast 4275 Executive Sq. Ste 400, La Jolla, CA 92037
76021xxxx4 adv*****************@m*********.com 3.3 7 83 83
Stone Steps Financial? 533 2nd St Ste 207, Encinitas, CA 92024
76045xxxx7 fir**@s******************.com 5 29
Optify Financial 845 15th St Ste 103, San Diego, CA 92101
61959xxxx0 inf*@o**************.com 5 1
USA College Planners 1660 Hotel Cir N, San Diego, CA 92108
61926xxxx7
U.S. Bank – Wealth Management Banker: Delia Ruemenapp 16880 Bernardo Center Dr, San Diego, CA 92128
85867xxxx9 aar************@u*****.com 5.01 341231 3973 343791
Edward Jones - Financial Advisor: Todd W Stucker 700 Garden View Ct Ste 203, Encinitas, CA 92024
76075xxxx5 a.-********@e**********.com
Irs Protection Plan 8030 La Mesa Blvd, La Mesa, CA 91942
61967xxxx9
Aligned Financial Planning 1420 Kettner Blvd, San Diego, CA 92101
85835xxxx0 kxx**********@a***********************.com
U.S. Bancorp Investments - Financial Advisors 1455 Frazee Rd Ste 104, San Diego, CA 92108
61927xxxx0 aar************@u*****.com 345 341230 3973 343790
The Maglio Group HomeStreet Bank 4370 La Jolla Village Dr, San Diego, CA 92122
85822xxxx3 abd**************@h*********.com 4.6 9 4 5
Walmart San Diego - Murphy Canyon Rd 3382 Murphy Canyon Rd, San Diego, CA 92123
85857xxxx4 !ol***@w******.com 3.9 6448 2047 13298 2041
USA Mortgage - San Diego 11622 El Camino Real, Ste 100, San Diego, CA 92130 85844xxxx4 bar*******@u***********.com 5 8 27 30
Teddy Dowding, Investment Sales Broker 9255 Towne Centre Dr, Ste 700, San Diego, CA 92121
85899xxxx1 ala*@r***.com 545 4 538
Modern Money Management
85822xxxx5 nni******@y****.com 5 6
Merrill Lynch Wealth Management Advisor Keith Kitagawa 701 B St 24th Floor, San Diego, CA 92101
61969xxxx4 ale*********@m*.com
Raymond James & Associates 13500 Evening Creek Dr N Ste 100, San Diego, CA 92128
85885xxxx3 a.-************@r***********.com 17473 18000
Edward Jones Investments 2222 Fern St, San Diego, CA 92104
61951xxxx4 a.-********@e**********.com
Wisdom Wealth Management - Ameriprise Financial Services, LLC 13520 Evening Creek Dr N #110, San Diego, CA 92128
85879xxxx8 deb***********@a***.com 163 179
Creative Planning 7777 Alvarado Rd, La Mesa, CA 91942
80068xxxx7 a.j******@c***************.com 6159 81
Dollar Smart Money Centers 405 Washington St, San Diego, CA 92103
61954xxxx0 5 5 714 46 734
Merrill Lynch Wealth Management Advisor Gilda J Aceves 701 B St 24th Floor, San Diego, CA 92101
61969xxxx5 ale*********@m*.com
Constant, Athena, AGT 12555 High Bluff Dr, San Diego, CA 92130
85834xxxx0 ame******************@a***.com 132656 134659
Wealth Alliance Tax & Financial Services 1870 Cordell Ct, Ste 106, El Cajon, CA 92020
61957xxxx7 bri**@w*********.com 111 6 110
Ben D Grad - Financial Advisor, Ameriprise Financial Services, LLC 2535 Camino del Rio S #115, San Diego, CA 92108
61923xxxx8 dns*****@a***.com
Alissa Todd - The Wealth Consulting Group 7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
61926xxxx6 ali***@w*******.com 5 4 411 428
Rachel Paulin - RBC Wealth Management Financial Advisor 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx2 rbc*********@r**.com
BLOCKVEST 101 Broadway, San Diego, CA 92101 80075xxxx7
20/20 Financial Advisers of San Diego, LLC 1545 & 1565, 1545 Hotel Cir S UNIT 190, San Diego, CA 92108
61950xxxx1 ast*******@2*****.com 5.08
Jim Lynch - RBC Wealth Management Financial Advisor 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx4 rbc*********@r**.com 14777 16000
San Diego Wealth 6390 Greenwich Dr, San Diego, CA 92122
85827xxxx5 ari**@s*************.com 5 5
Edward Jones - Financial Advisor: David Harding, AAMS™|CRPC™ 3029 Adams Ave, San Diego, CA 92116
61928xxxx6 a.j*********@e**********.com
Bank of America Private Client Advisor Lauri Ann Smith 701 B St, San Diego, CA 92101
61951xxxx7 ban**********@e****.bankofamerica
Comprehensive Financial Group 6265 Greenwich Dr #125, San Diego, CA 92122
85862xxxx6
Merrill Lynch Wealth Management 7825 Fay Ave Suite 300, La Jolla, CA 92037
85845xxxx9 ale*********@m*.com 5 1
Melbrod Wealth Management 13520 Evening Creek Dr N Suite 130, San Diego, CA 92128
76047xxxx2 inf*@m******.com 5 2
Comprehensive Advisor? 2011 Palomar Airport Rd, Carlsbad, CA 92011
76081xxxx5 bre**@c*******************.com
My Solo 401k Financial 701 Palomar Airport Rd, Carlsbad, CA 92011
80048xxxx1 bus*****@m*********.net 4.9 53
Scripps Wealth Management 9915 Mira Mesa Blvd, Ste 110, San Diego, CA 92131
85827xxxx8 ben@p************.com 19 3 20
San Diego Manufactured Housing 61974xxxx7 5 1 53 55
Bull Oak Capital 4747 Executive Drive #1010, San Diego, CA 92121
85899xxxx0 aly***@b*************.com 5 20 185 39 193
LPL Financial Services 7863 La Mesa Blvd, La Mesa, CA 91942
61946xxxx0
The San Diego Legacy Group - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101 61923xxxx1 ade***********@m************.com
Copley Financial Group, Inc. 2650 Camino Del Rio N Ste 350, San Diego, CA 92108
61929xxxx8 d-j@f***********************.com 4.9 50 557 26
5 28
FSI Wealth Management 1455 Frazee Rd Suite 804, San Diego, CA 92108
61968xxxx1 aar***@t*************.com 251 17
SimpliFi 9666 Businesspark Ave Suite 111, San Diego, CA 92131
87769xxxx0 ale***@r***********.com 5 12
University of California
ada*******@u*********************.edu 166144 176099
Debra K Haverly, CPA 411 Camino Del Rio S, San Diego, CA 92108
61956xxxx4 3d@**w.incometaxassist 3.7 6 4 21
LPL Financial 591 Camino De La Reina, San Diego, CA 92108
80087xxxx0 aar*********@l**.com 19867 200
Dawson Wealth Management Group - UBS Financial Services Inc. 600 W Broadway UNIT 2100, San Diego, CA 92101
61955xxxx2 ben*******************@u**.com
Jorge Guerra - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101 61954xxxx0
Western Financial Corporation 600 B St STE 2204, San Diego, CA 92101
61954xxxx0 mat****@w**********.com 5 1
Scott Dickerson, CFP, RICP, Chartered Financial Consultant 8910 University Center Lane, Ste. 150, San Diego, CA 92122
85855xxxx0 a-h********@m***********.com 24 22
Fresh Method Financial (402 West Broadway, San Diego) 402 West Broadway, San Diego, CA 92101 61937xxxx6 1 1 1
Falcon Wealth Planning 600 W Broadway Suite 700, San Diego, CA 92101
85596xxxx6 cca*****@f*******************.com 5.012
San Diego Athletics
85841xxxx2 jen**@a***************.com 4.7 121 3853 3887
Pacific Coast Financial Planning Group - Ameriprise Financial Services, LLC 12626 High Bluff Dr Ste 450, San Diego, CA 92130
85869xxxx6 aly****************@a***.com 189
The Financial Planning & Investment Group 4455 Morena Blvd #215, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
AdvisorTouch 113 G St #816, San Diego, CA 92101
85876xxxx0 adm**@a***********.com
Wealth Preservation, LLC 12520 High Bluff Dr Suite 360, San Diego, CA 92130
85836xxxx3 dav*@w********************.com 5 3 5 13 408 2 397
New American Funding - San Diego, CA 1615 Murray Canyon RdSuite 1050, San Diego, CA 92108
61930xxxx5 a.-******@n*****************.com 4.9 72 4.6 10 78 89 90
Pamela Matthews - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx7 dns*****@a***.com
Sunbelt Financial Corporation 9449 Balboa Ave #312, San Diego, CA 92123 85860xxxx7
Heritage Investments and Retirement Planning, Inc. 8880 Rio San Diego Dr Suite 835, San Diego, CA 92108 61943xxxx4
Nautica Wealth Advisors 11440 W Bernardo Ct Suite 290, San Diego, CA 92127
85825xxxx0 inf*@n*********.net 4.7 3 451 452
Practice CFO 13400 Sabre Springs Parkway #255, San Diego, CA 92128
80067xxxx2 aar**@p**********.com 5 32 5 2 181 3 194
Beacon Retirement Planning Group 2100 Palomar Airport Rd, Carlsbad, CA 92011
85534xxxx3 inf*@b*******.com 3 1 3 2
Edward Jones - Financial Advisor: Peter A Susic, CFP®|CFA? 2888 Loker Ave E Ste 304, Carlsbad, CA 92010
76047xxxx0 a.-********@e**********.com
TIAA (San Diego) 3655 Nobel Drive, Suite 140, San Diego, CA 92122
87755xxxx8 acc******************@t***.org 5 2 1 1
Telesis Financial 7777 Alvarado Rd, La Mesa, CA 91942 61946xxxx4
Luminous Financial Group 11622 El Camino Real Ste 100, San Diego, CA 92130
85876xxxx0 chr*******@l*********.com 5 3 75 78
Bair Financial Group 1010 University Ave, San Diego, CA 92103
61949xxxx9
FSI Wealth Management Inc. 1455 Frazee Rd Suite 804, San Diego, CA 92108
61968xxxx1 col***@f********.net 5 11 249 15 252
Chrysalis Wealth Partners - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx0 ade********@u**.com
Terri Brown - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx5 ade***********@m************.com
Dwayne DW Kitchen - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 car*********@a***.com
Robinson Wealth Management of Raymond James 8910 University Center Ln, San Diego, CA 92122
85832xxxx1 a.-************@r***********.com 5 4
Ryan Souligny - RBC Wealth Management Financial Advisor 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx6 rbc*********@r**.com 10947 12226
Crest Capital Advisors 12680 High Bluff Dr Suite 450, San Diego, CA 92130
85835xxxx0 amo***@h****************.com
Morgan Stanley Financial Advisors 4350 La Jolla Village Dr Ste 1000, San Diego, CA 92122
85859xxxx7 ade***********@m************.com
Canter Wealth 7825 Fay Ave, La Jolla, CA 92037
85881xxxx0 bga*****@c***********.com 5 8
Lance Pelky & Associates 3550 Camino Del Rio N, San Diego, CA 92108
61928xxxx8 lan***@p****.com 5 3
Krause Wealth Partners 350 Tenth Ave, San Diego, CA 92101 85836xxxx2
The Financial Planning & Investment Group 4455 Morena Blvd, San Diego, CA 92117
85849xxxx8 dns*****@a***.com 4.5 12
Edward Jones - Financial Advisor: Henry DeMatteis III? 911 A Hacienda Dr, Vista, CA 92081
76047xxxx0 a.-********@e**********.com
Prestige Financial and Insurance Services, Inc. 6300 Wilshire Blvd, Ste 2200, Los Angeles, CA 90048
32378xxxx7 eah****@p**********.com 400 10 403
Jeffrey Lynn - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 dns*****@a***.com
Carlo Boton - Ameriprise Financial Services 45 N Broadway, Chula Vista, CA 91910
85876xxxx8 car********@a***.com
Chet Atlas Certified Financial 6120 Paseo Del Norte, Carlsbad, CA 92011 76073xxxx0
Edward Jones - Financial Advisor: Casey A Caliva, AAMS® 2222 Fern St, San Diego, CA 92104
61951xxxx4 a.-********@e**********.com 5 1
Joe Rogers - Northwestern Mutual 4225 Executive Square, Ste 1250, La Jolla, CA 92037
85835xxxx4 ade********@n*.com 2 2
Wilsey Asset Management 10680 Treena St #160, San Diego, CA 92131
85854xxxx6 bre***@w********************.com 5 1
Integrated Financial Concepts 2525 Camino del Rio S #320, San Diego, CA 92108
61922xxxx7 ain*******@i****.com
Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC 13520 Evening Creek Dr N #110, San Diego, CA 92128
85879xxxx8 dns*****@a***.com 4.03
Merrill Lynch Wealth Management Advisor John Taylor? 1000 Aviara Pkwy Ste 200, Carlsbad, CA 92011
76093xxxx4 ale*********@m*.com
Dean Roland Russell LLC, Family Wealth Management 16880 W Bernardo Dr STE 170, San Diego, CA 92127
85848xxxx7 inf*@d********.com
Sean Reynolds - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx1 3d@a******.morganstanley
Andrew Hathaway - Ameriprise Financial Services, LLC 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85895xxxx0 dns*****@a***.com
Bryce Herman - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx7 ade********@u**.com
Brandon Sussman - Financial Advisor 600 W Broadway, San Diego, CA 92101
94987xxxx8 ade********@n*.com 5 19
First Command 2650 Camino Del Rio N #210, San Diego, CA 92108
61929xxxx2 aab*******@f***********.com 5 27 7166 263
Morgan Stanley Financial Advisors 16644 W Bernardo Dr Suite 400, San Diego, CA 92127
85867xxxx0 ade***********@m************.com 5 2
PJ Chryssostomides Jr - Financial Advisor, Ameriprise Financial Services, LLC 1525 W Lewis St, San Diego, CA 92103
61928xxxx6 dns*****@a***.com 3.02
Linsco-Private Ledger Corp. 12141 Charbono St, San Diego, CA 92131 85853xxxx4
Andreasen Gleeson Wealth Management Group - UBS Financial Services Inc. 600 W Broadway Suite 2100, San Diego, CA 92101
61955xxxx3 ade********@u**.com
Jessica Simmons - Financial Advisor, Ameriprise Financial Services, LLC 9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131
85876xxxx2 dns*****@a***.com 5.02
LPL FINANCIAL - Arthur Muniz, CFP®, CPFA 402 W Broadway Ste 400, San Diego, CA 92101
61944xxxx2 art*********@l**.com
TK Pacific Wealth 120 Birmingham Dr, Cardiff by the Sea, CA 92007
61973xxxx9 inf*@s***************.com 5 8
Financial Advisors | U.S. Bancorp Investments? 7730 El Camino Real, Carlsbad, CA 92009
76094xxxx1 aar************@u*****.com
RockSteady Financial Group 4455 Murphy Canyon Rd #100-20, San Diego, CA 92123
85838xxxx3 03d*************************************@w*****************.com 5 3
Merrill Lynch Wealth Management Advisor John A Galano 701 B St 24th Floor, San Diego, CA 92101
61969xxxx8 ale*********@m*.com
Woodson Wealth Management Ramona, CA
85892xxxx0 adm**@w********.com 5 8 152 49 170
Women in Real Estate San Diego
61953xxxx2 aar**********@e********.com 25 32
Duncan Financial 600 W Broadway Ste 600, San Diego, CA 92101
61923xxxx9 cha****@d**************.com
Absolute Financial 2173 Salk Ave #250, Carlsbad, CA 92008
76048xxxx9 bob@a********.net
Hearthstone Advisors Inc 380 Stevens Ave, Solana Beach, CA 92075
85879xxxx7 hea********@h**********.com
Ashley Ortega at CMG Financial 1033 B Ave Suite 105, Coronado, CA 92118
61955xxxx5 aac****@c****.com 5 30 521 78 552
Bright Financial Planning 2790 Skypark Dr, Torrance, CA 90505
31025xxxx1 kbr****@r******.com 190 181
Merrill Lynch Wealth Management Advisor Brian R Johns 701 B St Suite 2400, San Diego, CA 92101
61969xxxx0 ale*********@m*.com
Innovative Capital Corporation 1075 Rosecrans St San Diego, CA 92106
65726xxxx0 ala*@i*****.com 4.6 9
Forexify International LLC 406 Ninth Ave King Access, San Diego, CA 92101 61933xxxx9
Edward Jones- Financial Advisor: Hayley Beard 963 Orange Avenue, Coronado, CA 92119, Coronado, CA 92118
61943xxxx2 a.-********@e**********.com 5 2 142 17 147
Pure Financial Advisors, Inc. 3131 Camino Del Rio N Ste 1550, San Diego, CA 92108
61981xxxx0 ada************@p************.com 5 4 1639
5 4
Epstein & White, Proudly Part of Mercer Advisors 9740 Appaloosa Road Suite 150, San Diego, CA 92131
85856xxxx6 inf*@e***********.com 4.4 9 199 17 228
Dan Converse, Financial Advisor 5040 Seachase Way, San Diego, CA 92130 61981xxxx3 175 1 179
Wells Fargo Advisors 600 W Broadway Suite 1450, San Diego, CA 92101
61970xxxx6 &.m****@w*****************.com 5 4
Brubaker & Associates 2585 Pio Pico Dr, Carlsbad, CA 92008
76072xxxx0 ant****@b*****************.com 5 9 4.5 6
L M Advisors Symphony Tower Llc, 750 B St #3020, San Diego, CA 92101 61981xxxx0
Jane Fitzpatrick - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101 61923xxxx9 3d@m**************.com
Parabolic Asset Management - San Diego Financial Advisor 8465 Regents Rd, San Diego, CA 92122
61988xxxx0 doe*@p********.us 5 4 5 10
Sean Donnelly - Ameriprise Financial Services 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 dns*****@a***.com
Merrill Lynch Wealth Management Advisor Dean Ridgway 701 B St 24th Floor, San Diego, CA 92101
61969xxxx2 ale*********@m*.com
Merrill Lynch Financial Advisor Paul B Pintek 701 B St Suite 2400, San Diego, CA 92101
61969xxxx0 ale*********@m*.com
Brian Wilverding - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 ane********@a***.com
Todd Financial & Insurance Services 7676 Hazard Center Dr, San Diego, CA 92108
85886xxxx0 con******@t************.com 4.5 6
Pahal, Vora and Associates - Ameriprise Financial Services, Inc. 401 W A St Ste 2245, San Diego, CA 92101
61935xxxx3 ali***********@a***.com
2
Merrill Lynch Wealth Management? 6002 El Tordo, Rancho Santa Fe, CA 92067
85838xxxx0 ale*********@m*.com
The Retirement Group, LLC 5414 Oberlin Dr #220, San Diego, CA 92121
80090xxxx7 4.3 10 361 398
Glenn N Reiter & Associates 2535 Kettner Blvd, San Diego, CA 92101 61923xxxx0
Guide My Finances 6120 Paseo Del Norte, Carlsbad, CA 92011
76054xxxx5 dav**@g**************.com 5 3 5 12
TMF San Diego San Diego, CA 92115
61973xxxx6 605*****************************@s**********.wixpress 19 20
Van Nostrand Wealth Management 16870 W Bernardo Dr #400, San Diego, CA 92127
85848xxxx5 joh*******@v*******.com 5 1
Pelorus Financial Group 234 Meadow Vista Way, Encinitas, CA 92024
17602xxxxx0 cro***@p********.com 5 13
First Command Financial Advisor - Dustin Ferreiro 2650 Camino Del Rio N Suite 210, San Diego, CA 92108
61929xxxx2 ael******@f***********.com
Jim Lynch - RBC Wealth Management Financial Advisor
14168xxxxx3 rbc*********@r**.com
Tony Ricci, CFP 2831 Camino del Rio S Suite 101, San Diego, CA 92108
61979xxxx4 ton*******@l**.com 5.042
Capital Growth, Inc. 8910 University Center Lane, Ste. 150, San Diego, CA 92122
85855xxxx0 art*@c***************.com 5 2 227 20 233
HighTower San Diego 12680 High Bluff Dr #450, San Diego, CA 92130
85835xxxx0 aar***@h****************.com
TruFinancial 444 West C St, Suite 340, San Diego, CA 92101
61995xxxx5 dan**********@t***********.org 5 71 375 24 379
Perkins Randel L 3655 Nobel Dr Ste 360, San Diego, CA 92122
85864xxxx0 3d@n**.com 6103 91
Clear Sky Wealth 5010 Shoreham Place # 120, San Diego, CA 92122
61949xxxx5 aim**@c*************.com 173 9 185
Giustiniano Wealth Strategies 3111 Camino Del Rio N, San Diego, CA 92108
85877xxxx7 a.-************@r***********.com
Merrill Lynch Wealth Management 701 B St Ste 2350, San Diego, CA 92101
61969xxxx0 3d@**w.wealthmanagement 4.7 3
CalCPA San Diego Chapter San Diego, CA 92101 85858xxxx1
Royal Alliance Associates Inc 1205 Pacific Hwy, San Diego, CA 92101
61979xxxx8 aba*****@r************.com
Astle Wealth Management 101 W Broadway, San Diego, CA 92101
61957xxxx9 joa********@c******.com
Andrew Norolahi - Ameriprise Financial Services 6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121
85867xxxx6 and**************@a***.com
Jay A. Wurtzler, CFP, CDFA 8910 University Center Lane Suite 150, San Diego, CA 92122
85855xxxx0 art*@c***************.com 5 2 5 2 173 176
Kevin Witowich - Financial Advisor, Ameriprise Financial Services, LLC 9420 Mira Mesa Blvd, San Diego, CA 92126
85876xxxx3 dns*****@a***.com 5.03
Financial Alternatives, Inc 7825 Fay Ave #210, La Jolla, CA 92037
85845xxxx9 art*****@f********************.com 5 1
Bank of America Private Client Advisor Brett Lindeman 701 B St, San Diego, CA 92101
61951xxxx9 3d@p******.bankofamerica
Ford Equity Research Serving theSan Diego Area
85875xxxx7 ach**@f*********.com
Jess Reimnitz - Thrivent 445 Marin View Ave., San Diego, CA 92130
85834xxxx7 bil*****************@t*******.com
One Degree Advisors 8880 Rio San Diego Dr, Ste 1000, San Diego, CA 92108
61928xxxx8 adm**@o****************.com 867 1 876
First Financial Security 3944 Murphy Canyon Rd #103, San Diego, CA 92123 61962xxxx7
Holland Group Inc 701 B St #1830, San Diego, CA 92101 61955xxxx8
Attentive Home Care - San Diego 2333 1st Ave, San Diego, CA 92101
61928xxxx0 605*****************************@s**********.wixpress 4.3 4 5 6 314 7 328
Ljmg Inc 110 W C St #1300, San Diego, CA 92101 61964xxxx0
Charles Schwab 7510 Hazard Center Dr #407, San Diego, CA 92108 61957xxxx0 3.6 16
HoyleCohen Wealth Management, San Diego 350 Camino De La Reina Suite 500, San Diego, CA 92108
85857xxxx0 ale********@h*********.com
Submarine Training Facility San Diego 544 White Rd, San Diego, CA 92106
61955xxxx4 and**********@n***.navy 4.3 10 614 50 656
Virtuity Financial Partners - San Diego 5151 Shoreham Place suite 270, South San Diego, CA 92122
81846xxxx7 abd********@l*****.ee 74 33 76
Richard Vertucci - Ameriprise Financial Services 3655 Nobel Dr Ste 510, San Diego, CA 92122
85821xxxx3 dns*****@a***.com
U.S. Bancorp Investments - Financial Advisors: San Diego 7895 Highlands Village Pl, San Diego, CA 92129
76063xxxx3 aar************@u*****.com 345614 5351 348000
Jeff Fink - RBC Wealth Management Financial Advisor 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx0 3d@u*.rbcwealthmanagement 12495
New York Life Insurance: Aaron M. Kaplan, MBA 4857 College Ave Apt 21, San Diego, CA 92115
85862xxxx8 amk*****@f*.newyorklife 5 7 233
Paul Cowan - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 car*********@a***.com
Ross Allford - Raymond James 925 Fort Stockton Dr #201, San Diego, CA 92103 61929xxxx0 4 1
Jonathan D. Murphy, CFP® - Northwestern Mutual Wealth Management Co. 600 W Broadway Suite 600, San Diego, CA 92101
61923xxxx5 acc******@n*.com
Jake Harrison - Financial Advisor, Ameriprise Financial Services, LLC 12555 High Bluff Dr Ste 380, San Diego, CA 92130
85895xxxx0 dns*****@a***.com 5 5
San Diego Home Services San Diego, CA 92123
61938xxxx1 605*****************************@s**********.wixpress 52 56
Merrill Lynch Wealth Management Advisor Robert Rose 701 B St 24th Floor, San Diego, CA 92101
61969xxxx8 ale*********@m*.com
Merrill Lynch Wealth Management Advisor Dylan J Cooke 701 B St 24th Floor, San Diego, CA 92101
61969xxxx9 ale*********@m*.com
Concurrent Advisors 12651 High Bluff Dr #250, San Diego, CA 92130
85863xxxx5 a.m****@c*****************.com
Sensible Financial Planning San Diego 600 B St Ste 300, San Diego, CA
44222xxxx5 aim****@s****************.com 5 6 98 4
United Capital Financial Advisers 9191 Towne Centre Dr #100, San Diego, CA 92122 85852xxxx0 5 1
Daniel Rodriguez - Northwestern Mutual Financial Network 600 W Broadway, San Diego, CA 92101
61923xxxx3 a.f*************@n***.com
| Nathan Medina l LPL Financial CFP, Financial & Retirement Planning 5 1
Excel Wealth Management - UBS Financial Services Inc. 17180, Center Suite 100, San Diego, CA 92128
85852xxxx3 ade********@u**.com
Merrill Lynch Wealth Management Advisor ELOY CELIS SANCHEZ 701 B St 24th Floor, San Diego, CA 92101
61969xxxx9 ale*********@m*.com
Philip E Smith - Ameriprise Financial Services, Inc. 3655 Nobel Dr UNIT 510, San Diego, CA 92122
85821xxxx3 dns*****@a***.com
Neza Financial 1120 Sycamore Ave Ste 2A, Vista, CA 92081
76056xxxx0 022*************************************@w*****************.com
RBC Wealth Management Branch - San Diego 655 W Broadway Suite 1000, San Diego, CA 92101 61969xxxx0 rbc*********@r**.com
Bradley Wealth Management 350 Tenth Ave #1000, San Diego, CA 92101
61951xxxx0 ale*******@b************.com
Strategic Advisor Solutions 113 W G St, San Diego, CA 92101
94923xxxx7 lis*****@s************************.com
Halbert Hargrove Global Advisors 101 W Broadway #1460, San Diego, CA 92101
61923xxxx0 afe*****@h**************.com
San Diego Market - UBS Financial Services Inc. 600 W Broadway Ste 2100, San Diego, CA 92101
85845xxxx1 ade********@u**.com
The Wealth Consulting Group 7676 Hazard Center Dr, San Diego, CA 92108
61954xxxx0 3d@m*********.com
Dyer Wealth Management 5672 La Jolla Blvd, La Jolla, CA 92037
85845xxxx7 dxx**@d*******************.com 5 3 254 1 266
Daniel Shahmoradian, CFP - Financial Planner 600 W Broadway #600, San Diego, CA 92101
61923xxxx2 ark**************@n*.com 5 12 96 94
HoyleCohen 9350 Waxie Way Suite 500, San Diego, CA 92123 85857xxxx0
Brian Grigg Wealth Management 1010 Pioneer Way, El Cajon, CA 92020
61963xxxx1 3d@**w.griggwa 4 2 5 35
Timothy Gardner - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 dns*****@a***.com
Root Financial Partners 125 South Highway 101, Suite #101 PMB #7, Solana Beach, CA 92075
76045xxxx0 ari@r********************.com 5 7
Jason Gordon - AmeriFirst Financial 11440 W Bernardo Ct, San Diego, CA 92127
85846xxxx7 gor*****@g*************.com 5 26 5 75
San Diego Certified Financial Planner 9350 Waxie Way, San Diego, CA 92123
76044xxxx5 abe****@c*************.com 4.4 14
SharMarc Financial Advisors, Inc. 16855 W Bernardo Dr #250, San Diego, CA 92127
85845xxxx2 sha**************@l**.com 5.01
Morgan Wedbush Securities Inc 501 Broadway, San Diego, CA 92101 61923xxxx3
Glenn Associates 6265 Greenwich Dr Ste 100, San Diego, CA 92122 85845xxxx0 a.b******@l**.com
Kent Thompson - Ameriprise Financial Services, LLC 13520 Evening Creek Dr N Ste 110, San Diego, CA 92128
85879xxxx8 dns*****@a***.com
Dennis Hennings - Ameriprise Financial Services 13520 Evening Creek Dr N Ste 110, San Diego, CA 92128
85879xxxx8 den**************@a***.com
The Cannon Wealth Management Group - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx4 ade********@u**.com
First Command Financial Advisor - Stephany Nguyen 2650 Camino Del Rio N Ste 210, San Diego, CA 92108
61929xxxx2 ael******@f***********.com
Alain Connelly - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx2 ala***********@a***.com
Schneider Financial Group of Wells Fargo Advisors 12531 High Bluff Dr Suite 400, San Diego, CA 92130
85852xxxx5 jas********@w*****************.com
Michael Ramirez - Associate Financial Advisor, Ameriprise Financial Services, LLC 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
Wealth Manager Group 3131 Camino Del Rio N #1650, San Diego, CA 92108
61957xxxx6 hco**@w********.com
Brian Venn - Financial Advisor, Ameriprise Financial Services 5898 Copley Dr, San Diego, CA 92111
85876xxxx7 bri*******@a***.com
Merrill Lynch Wealth Management Advisor Courtney Breen 701 B St 24th Floor, San Diego, CA 92101
61969xxxx3 ale*********@m*.com
San Diego Tax & Financial Associates 5411 Avenida Encinas, Carlsbad, CA 92008
76061xxxx9 axx*****@s**********************.com 4.9 164 5 111
U.S. Bancorp Investments - Financial Advisors: San Diego 1331 Rosecrans St, San Diego, CA 92106
61922xxxx9 aar************@u*****.com 345628 5337 348000
Financial Advisors | U.S. Bancorp Investments 1331 Rosecrans St, San Diego, CA 92106
61922xxxx9 aar************@u*****.com
San Diego Fit 2949 Garnet Ave, San Diego, CA 92107
61967xxxx2 inf*@s********.fit 5 7 266 268
Zeiter Financial & Insurance Services 4660 La Jolla Village Drive, San Diego, CA 92122
61968xxxx6 aci*******@f*************.com 33 33
Kelly Nilsson, CFP 4275 Executive Sq, La Jolla, CA 92037 85854xxxx6 5 1
Fiduciary Wealth Management: Your Dedicated Fiduciary 401 B St UNIT 2300, San Diego, CA 92101
84475xxxx3 inf*@y*********************.com 404 397
Brendan McNamara - Ameriprise Financial Services 3655 Nobel Dr Ste 510, San Diego, CA 92122
85884xxxx8 dns*****@a***.com
business relationship with lpl 4835 Voltaire St, San Diego, CA 92107
61974xxxx0 ben**********@l**.com
Bank of America Private Client Advisor Barry W Shillito 701 B St, San Diego, CA 92101
ban**********@e****.bankofamerica
JPL Financial and Insurance Service Inc.
62658xxxx7 inf*@l*****.com 5 5 77 78
Financial Planning Department Inc. 350 W Ash St, San Diego, CA 92101
61927xxxx1 ama***@f*****.net
Khanh Ngo 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx9 rbc*********@r**.com
Wells Fargo Private Bank 4365 Executive Dr, San Diego, CA 92121
85862xxxx8 aar**********@w*********.com 155113
San Diego Beach Vacation Rentals 5118 Voltaire St, San Diego, CA 92107
61986xxxx2 5 4 1507 2 1579
Merrill Lynch Wealth Management Advisor Eric Hutz 701 B St 24th Floor, San Diego, CA 92101
61969xxxx6 ale*********@m*.com
Blankinship & Foster, LLC? 420 Stevens Ave Ste 250, Solana Beach, CA 92075
85875xxxx6 bey***@b*********.com
WorthPointe Financial Planners 4445 Eastgate Mall #200, San Diego, CA 92121
80062xxxx2 doe**@w****************.com
Protax Financial Services 1520 W Cameron Ave STE 252, West Covina, CA 91790
62696xxxx0 con***@p*******.com 5 19 5 48 325 96 328
The Austin Group - Morgan Stanley 4350 La Jolla Village Dr Ste 1000, San Diego, CA 92122
85864xxxx6 3d@a******.morganstanley
Edward Jones - Financial Advisor: Craig A Harris 3410 Del Lago Blvd, Escondido, CA 92029
76083xxxx7 a.-********@e**********.com 5 1
Kevin Witowich - Ameriprise Financial Services 9420 Mira Mesa Blvd, San Diego, CA 92126
85876xxxx3 dns*****@a***.com
Financial Sense Wealth Management 10809 Thornmint Rd # 2, San Diego, CA 92127
85848xxxx9 aar**********@f*************.com 4 3 3174 3 3200
James Rossi - WestPac Wealth Partners 4275 Executive Square, Suite 800, San Diego, CA 92037
41226xxxx4 jan**@w********************.com 4 12 5 2 242 245
Blair Financial Services 4540 Kearny Villa Rd # 209, San Diego, CA 92123 61926xxxx9
First Command Financial Advisor - Andres Sanchez Quiroz 2650 Camino Del Rio N Suite 210, San Diego, CA 92108
61929xxxx2 ael******@f***********.com
Leah Burnett - Ameriprise Financial Services 9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131
85876xxxx2 ame************@a***.com
Progressive Financial Solutions 1901 1st Ave, San Diego, CA 92101 88886xxxx0
Covered California Certified Agent - Debra Patterson 701 B St UNIT 1500, San Diego, CA 92101
61955xxxx2 atr*********@e********.com
NKS Financial
91673xxxx5 aye***@t******.com 5 8 110 119
San Diego Realtor 7676 Hazard Center Dr, Ste 200, San Diego, CA 92108
61987xxxx5 inf*@g*********.realtor 5 52 6965 774 7462
The Financial Planning Company 2761 Teresita St, San Diego, CA 92104
61999xxxx1 bre*****@t***.co 5 6
20-20 Financial Advisors 1660 Hotel Cir N Ste 205, San Diego, CA 92108
61971xxxx0 3d@**w.2020fa
James Teleposky - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx1 ade***********@m************.com
Accumulation Wealth Partners 13520 Evening Creek Dr N #130, San Diego, CA 92128
85825xxxx5 inf*@a*****************.com
First Command Financial Advisor - Sean Jacob Ferreiro 2650 Camino Del Rio N #210, San Diego, CA 92108
61929xxxx2 aab*******@f***********.com 163 3
Bridy L Condon Oreshack, Special Care Planner 4275 Executive Square, San Diego, CA 92037 85820xxxx4
enTrust Wealth Advisors 12760 High Bluff Dr, San Diego, CA 92130 85825xxxx6 4.712
Cristina Jackson - Ameriprise Financial Services 9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131
85876xxxx2 ame************@a***.com
Financial Advisors | U.S. Bancorp Investments? 131 N El Camino Real, Encinitas, CA 92024
76063xxxx4 aar************@u*****.com
Reyes Financial Architecture, Inc. 4660 La Jolla Village Dr #725, San Diego, CA 92122
85859xxxx6 dav**@r********.com 4.7 7
Yuva Wealth Planning 440 Stevens Ave Ste 200, Solana Beach, CA 92075
85827xxxx1
Schoettle Financial 1010 Turquoise St Ste 225, San Diego, CA 92109
85848xxxx0 joh*****@s*****************.com
The Financial Planning Company 2761 Teresita St, San Diego, CA
61999xxxx1 bre*****@t**************************.com 5 6
5 6
CUSO Financial Services, L.P. 10150 Meanley Dr Ste 200, San Diego, CA 92131
80068xxxx4 aba***@c******.com 2.7 12
Sorrento Pacific Financial LLC 10150 Meanley Dr Ste 200, San Diego, CA 92131
87728xxxx8 ajo***@s**************.com 1 2
Golden Age Financial Solutions, Inc. 2831 Camino del Rio S, 102, San Diego, CA 92108
86640xxxx7 inf*@g*******.com 5 6 14 15
Hamilton & Associates 7979 Ivanhoe Ave, La Jolla, CA 92037
85855xxxx0 rac***@k*********************.com 5 1 5 1
Ivan A Schleder - Financial Advisor, Ameriprise Financial Services, LLC 8880 Rio San Diego Dr 8th Floor, San Diego, CA 92108
61920xxxx5 dns*****@a***.com
Stratos Wealth Partners 12340 El Camino Real, San Diego, CA 92130
85876xxxx3 605*****************************@s**********.wixpress
Financial Services 326 Juniper St # 418, San Diego, CA 92101 61961xxxx4
UBS Financial Service 17140 Bernardo Center Dr Ste 350, San Diego, CA 92128
85852xxxx0 a.h********@u**.com 229732 236244
Jan Pretorius - Ameriprise Financial Services, LLC 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Adam J Vale Cruz, AAMS™ 3810 Park Blvd, Suite 130, San Diego, CA 92103
61929xxxx0 a.j*********@e**********.com 87314 99000
WLP Financial Services 5349 Crenshaw Blvd, Ste 101, Los Angeles, CA 90043
32329xxxx0 wlp***@p******.net 208 1 208
The Falkowski Wealth Management Group - UBS Financial Services Inc. 600 W Broadway Suite 2100, San Diego, CA 92101
61955xxxx3 ade********@u**.com
Merrill Lynch Financial Advisor Javier Malfavon 701 B St 24th Floor, San Diego, CA 92101
61969xxxx7 bri************@b***.com
Allison Wooton - Ameriprise Financial Services 3655 Nobel Dr Ste 510, San Diego, CA 92122
85821xxxx3 dns*****@a***.com
James Schwager - Ameriprise Financial Services 5405 Morehouse Dr Ste 140, San Diego, CA 92121
85862xxxx9 dns*****@a***.com
Merrill Lynch Financial Advisor Gregory J Roel 701 B St 24th Floor, San Diego, CA 92101
61969xxxx5 ale*********@m*.com
Edward Jones - Financial Advisor: Matt Leonard, AAMS®? 2121 Palomar Airport Rd Ste 100, Carlsbad, CA 92011
76043xxxx7 a.-********@e**********.com 4.7 3
Eagles Financial? 1001 W San Marcos Blvd Ste 205, San Marcos, CA 92078
61941xxxx0 i8v*********@c*************.email
Beach Financial Group
31041xxxx0 acc*****@b******************.com 4.2 19 686 697
Donnelly Wealth Advisors 5151 Shoreham Pl Ste 270, San Diego, CA 92122
85862xxxx9 awe****@d*****.com
San Diego County Real Estate 402 W Broadway, Ste 400, San Diego, CA 92101
61984xxxx8 512 6 571
Edward Jones - Financial Advisor: Vincent T Alessi, AAMS®|CRPC®? 5962 La Place Ct, #160, Carlsbad, CA 92008
76072xxxx0 a.-********@e**********.com
Farmers District Office - San Diego 9820 Willow Creek Rd, Ste 250, San Diego, CA 92131
85855xxxx0 aad***@f***********.com 5 6 569 51 568
Daniel Shahmoradian Financial Planner? 600 W Broadway Ste 600, San Diego, CA 92101
61923xxxx2 ade********@n*.com
Sanders, Alvin Ameriprise Financial 110 W C St Ste 808, San Diego, CA 92101
61929xxxx0 3d@a*****************.com
Raymond James Financial Services 3111 Camino Del Rio N Suite 920, San Diego, CA 92108
61946xxxx1 sea***********@r***********.com
San Diego Unified Wellness Program 4100 Normal St, San Diego, CA 92103
63619xxxxxx0 aar**@s**************.org 2.3 20 120 4 130
BluePrint Wealth Partners 2525 Camino del Rio S, San Diego, CA 92108 61979xxxx2
J&F Wealth Management 402 W Broadway #400, San Diego, CA 92101 86655xxxx6
Merrill Lynch Wealth Management Advisor Alexis Olivares 701 B St 24th Floor, San Diego, CA 92101
61969xxxx1 ale*********@m*.com
Sorrento Pacific Financial 10455 Sorrento Valley Rd, San Diego, CA 92121
85880xxxx0 adm***********@s**************.com
Todd Volkart - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 dns*****@a***.com
Market Pulse Wealth Management 12555 High Bluff Dr, San Diego, CA 92130
61955xxxx9 5 1 5 6
Steve Lahre - RBC Wealth Management Financial Advisor 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx1 bri*********@r**.com 221 230
Fromm Investment Management 525 B St, San Diego, CA 92101 61933xxxx0
Overland & Shanahan Wealth Advisors, Inc. 12520 High Bluff Dr #120, San Diego, CA 92130
85879xxxx7 5 3
Hall Private Wealth Advisors 2305 Historic Decatur Rd, Liberty Station, Suite 100, San Diego, CA 92106
85826xxxx5 cla********@h******.com 5 1 180 183
Grant Lewis - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61923xxxx2 3d@a******.morganstanley
Lester, Karpow, Dyer & Associates - Ameriprise Financial Services 8910 University Ln Ste 200, San Diego, CA 92122
85879xxxx8 dns*****@a***.com
Mission Hills Financial? 1633 W Lewis St, San Diego, CA 92103
61929xxxx0 des****@m********************.com 5 2
5 1
Planned Solutions Inc. - Financial Management
91636xxxx0 can****@p***************.com 224 221
Landry Financial, Inc. 717 Lazerette Way, Carlsbad, CA 92011
76047xxxx6 tim@l**************.com
Jeremy Patterson - Fairway Mortgage 7863 La Mesa Blvd, La Mesa, CA 91942
61927xxxx0 cou*****@j**************.com 5 3 5 33
San Diego Wealth Management 6390 Greenwich Dr Suite 230, San Diego, CA 92122
85827xxxx5 ari**@s*************.com 5 1 2172
Seapoint Wealth Advisors 12626 High Bluff Dr Suite 350, San Diego, CA 92130
85829xxxx0 cha*@s*************.com
ASIA, Inc 1201 Fifth Ave, San Diego, CA 92101 85822xxxx5
San Diego Real Estate Solutions 2250 Fourth Ave, San Diego, CA 92101
85884xxxx5 mel****@s**************************.com 5 11 631 243 662
Greg Grajek 17140 Bernardo Center Dr, San Diego, CA 92128
85852xxxx0 ade********@u**.com
Craig V. Castanos CPA 401 B St UNIT 2300, San Diego, CA 92101
61923xxxx1 cca******@c*****.net 4.4 7
Financial Bridges 12975 Brookprinter Pl, Poway, CA 92064
85848xxxx0 car**@f***************.com 5 2
LPL Financial Corp 4760 Eastgate Mall, San Diego, CA 92121
85867xxxx0 a.b******@l**.com 3.5 11
Krause Wealth Partners 350 10th ave suite 1000, San Diego, CA 92101
85836xxxx2 con******@k*************.com 5 3 117 7 117
Michael Walsh - Financial Advisor, Ameriprise Financial Services, LLC 8910 University Center Ln Lobby, San Diego, CA 92122
85879xxxx4 bri***************@a***.com
Financial Planning Consultants? 1450 Frazee Rd Ste 308, San Diego, CA 92108
61929xxxx4 ed@f***************.com
Aligned Financial Planning 1420 Kettner Blvd suite 100, San Diego, CA 92101
85835xxxx0
Merrill Lynch Wealth Management Advisor Jake Hayes 701 B St 24th Floor, San Diego, CA 92101
61969xxxx6 ale*********@m*.com
Merrill Lynch Wealth Management Advisor Andrew Odish 701 B St 24th Floor, San Diego, CA 92101
61969xxxx2 ale*********@m*.com 4.7 3
RKG Wealth Management - UBS Financial Services Inc. 600 W Broadway Suite 2100, San Diego, CA 92101
61955xxxx7 ade********@u**.com
Mullins Wealth Advisors of California, LLC 350 Tenth Ave UNIT 1000, San Diego, CA 92101
61934xxxx0 jim@m******.com
Merrill Lynch Financial Advisor William E Sparks 701 B St 24th Floor, San Diego, CA 92101
61969xxxx1 ale*********@m*.com 5 1
Wells Fargo Advisors 9996 Scripps Ranch Blvd, San Diego, CA 92131 85869xxxx3
Megan Thompson - Ameriprise Financial Services 13520 Evening Creek Dr N Ste 110, San Diego, CA 92128
85879xxxx8 dns*****@a***.com
Financial Chapters 2941 Kobe Dr, San Diego, CA 92123 5 1
Centara Capital Group 4747 Executive Dr, San Diego, CA 92121
61939xxxx0 aki@c*************.com 1 1
Seawise Financial, Inc. 120 Birmingham Dr Suite 240F, Cardiff, CA 92007
61973xxxx9 alf****@w************.com
Matthew Schrady - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85879xxxx8 dns*****@a***.com
B Ri Investments 9880 Via Pasar, San Diego, CA 92126 85869xxxx9 cps@p*****.com 4.1 44
Reilly Financial Advisors, now part of Creative Planning 7777 Alvarado Rd, La Mesa, CA 91942
80068xxxx7 ab@r*********.com
Fusion Financial Partners LLC 2150 Palomar Airport Rd Ste 206, Carlsbad, CA 92011
76086xxxx8 bfr***@f*******.com
The Capital Group 2221 Camino Del Rio S, San Diego, CA 92108 61929xxxx3
Aurora Wealth Advisors - Ameriprise Financial Services 9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131
85876xxxx2 ame************@a***.com 98
Jonathan Stahley - Ameriprise Financial Services 3655 Nobel Dr Ste 510, San Diego, CA 92122
85845xxxx4 3d@**w.ameripriseadvisors
Epstein & White, Proudly a Part of Mercer Advisors 9740 Appaloosa Rd UNIT 150, San Diego, CA 92131
85856xxxx6 eve***@e***********.com 4.4 9 220 18
Bank of America Private Client Advisor Esperanza Martinez 701 B St, San Diego, CA 92101
61951xxxx4 3d@p******.bankofamerica
Burns Financial & Investment Services Inc. 10951 Sorrento Valley Road Suite 2-c, San Diego, CA 92121
85845xxxx0 bur*****@m**.com 102 100
Nathan Parviz - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx1 ade***********@m************.com 3 2
Alan Holt - Financial Advisor, Ameriprise Financial Services, LLC 4655 Executive Dr Ste #300, San Diego, CA 92121
85853xxxx1 dns*****@a***.com 5.02
Chisholm Financial Planning 3550 Camino Del Rio N #207, San Diego, CA 92108
61978xxxx4 chi****************************************@a********.com
Stolper & Co 750 B St #1750, San Diego, CA 92101
88878xxxx7 bma****@s********.com
Asset Preservation Strategies, Inc 3636 Nobel Dr # 440, San Diego, CA 92122
85845xxxx5 con****@p*************.org
Teacher Retirement Service 333 S Juniper St, Escondido, CA 92025 76073xxxx1
Tax & Financial Consulting Services Anaheim, CA 92806 71499xxxx0 87 87
Marc Schneider - TIAA Wealth Management Advisor 3655 Nobel Dr Ste 140, San Diego, CA 92122
87755xxxx8 acc******************@t***.org
Vantage Wealth Management 1921 Palomar Oaks Wayne Ste 100, Carlsbad, CA 92008
76075xxxx2 ali**********@l**.com
Reyes Financial Architecture 4660 La Jolla Village Drive, San Diego, CA 92122
85859xxxx6 dav**@r********.com 4.8 8 188 24 199
Farmers Insurance - Kevin Cox Agency 3232 Governor Dr Ste E, San Diego, CA 92122
85845xxxx0 324************************@f******.com 4.9 33 5 1 64 68
Copley Financial Group 2650 Camino Del Rio N, San Diego, CA 92108
61929xxxx8 d-j@f***********************.com 5 44 5 6
Stirling Financial Group: Catherine M Arambula 750 B St suite 2230, San Diego, CA 92101
61954xxxx2 cat******@s*********************.com 5 3
Lara Ryan - Northwestern Mutual 4225 Executive Square, Suite 1250, La Jolla, CA 92037
30769xxxx6 ade********@n*.com 67 67
Plan For Tomorrow 4250 Executive Sq, Ste 700, San Diego, CA 92037
85855xxxx7 gar*********@l**.com 286 4 287
Anthony H Barron Financial Advisor 501 W Broadway, San Diego, CA 92101 61940xxxx8
Jonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co. 600 W Broadway #600, San Diego, CA 92101
61923xxxx5 ark**************@n*.com
Action Foreclosure Services Inc 3033 5th Ave Ste 235, San Diego, CA 92103 61970xxxx0
EP Wealth Advisors 3655 Nobel Dr Suite 200, San Diego, CA 92122 85875xxxx2 aba**@e*******.com
Chokshi & Coghill Wealth Advisors 4510 Executive Dr Ste 203, San Diego, CA 92121 85855xxxx0
Beacon Pointe Advisors 11622 El Camino Real Suite 100, San Diego, CA 92130
85876xxxx4 aba*****@b***********.com
Mercer Advisors Wealth Management 9740 Appaloosa Rd Suite 150, San Diego, CA 92131
80092xxxx1 52b*****************************@o******.ingest 5 4
SaveWealth 501 W Broadway #A660, San Diego, CA 92101
61923xxxx0
Brandon Sussman, CFP® - Financial Advisor 600 W Broadway, San Diego, CA 92101
61930xxxx3 ark**************@n*.com 5 20
Wealth Compass Financial 5857 Owens Ave, Carlsbad, CA 92008
76068xxxx8 bxx********@w*********************.com
Prudent Investors Network 2598 Fortune Way Ste G, Vista, CA 92081
80045xxxx8 inf*@p*************.com
San Diego Financial Literacy Center 1835A S. Centre City Pkwy #508, Escondido, CA 92025
85881xxxx7 211****@2**********.org 4.9 138 5 15 1006 10 1076
August Financial Alliance 1240 India St UNIT 1402, San Diego, CA 92101
31295xxxx4 bha****@r******.com
JPS Financial Services, Inc. 1227 Scott St., San Diego, CA 92106
61956xxxx3 jas**@j**********************.com 3 2 5 2 161 2 162
GFH Financial? 2131 Palomar Airport Rd Ste 214, Carlsbad, CA 92011
76044xxxx0 gre**@g***********.com 5 3
West Coast Financial Consultants - Thrivent Financial 2727 Camino del Rio S UNIT 246, San Diego, CA 92108
61953xxxx4 ali*********@t*******.com 412430 404234
Express Financial Services Group 4221 Wilshire Blvd, Los Angeles, CA 90010
32393xxxx7 24 26
Goodrich Financial Group 16835 W Bernardo Dr, San Diego, CA 92127
85848xxxx0 deb****@g*********.com
Bamboo Wealth Strategies 3131 Camino Del Rio N, San Diego, CA 92108
61928xxxx5 605*****************************@s**********.wixpress 5 2
Charles Shackelford, Financial Planner 2727 Camino Del Rio S, San Diego, CA 92108
61929xxxx0 cms*******************@d***********************.com
The Financial Team 5740 Fleet Street, suite 120, Carlsbad, CA 92008
76044xxxx2 eri*@t***************.com 5 2
CI Dowling & Yahnke Private Wealth 12265 El Camino Real UNIT 300, San Diego, CA 92130
85850xxxx0 dow*************@c*.com 5 1
Kitchen Kellogg Group - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 car*********@a***.com
Davis & Seiley Wealth Management 5400 Connecticut Ave, La Mesa, CA 91942
61969xxxx4 eri*@d***********.com 5 1
John Tanner - Ameriprise Financial Services 5405 Morehouse Dr Ste 140, San Diego, CA 92121
85845xxxx0 dns*****@a***.com
Mission Wealth Management - UBS Financial Services Inc. 12220 El Camino Real Ste 400, San Diego, CA 92130
85894xxxx1 ade********@u**.com
Morgan Stanley Financial Advisors? 5796 Armada Drive, Suite 200, Carlsbad, CA 92008
76093xxxx0 ade***********@m************.com
Radia Hunter - Ameriprise Financial Services 12626 High Bluff Dr Ste 450, San Diego, CA 92130
85869xxxx6 aly****************@a***.com
Superlab San Diego, CA 92101 61969xxxx2
Ferguson Financial Services 701 Palomar Airport Rd, Carlsbad, CA 92011
76060xxxx1
Rice Hall James & Associates 900 Broadway Cir, San Diego, CA 92101
61923xxxx5 doe****@r************.com
Cleaning Services San Diego San Diego, CA 91910
61947xxxx7 bgh*********@c*************.email 20 22
Karen Purvis - Ameriprise Financial Services, LLC 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
Bair Financial Group 7676 Hazard Center Dr Suite 1050, San Diego, CA 92108 61949xxxx9
Capital Financial Management 2221 Camino del Rio S # 303, San Diego, CA 92108
61929xxxx3 inf*@c******************.com
OWL Wealth Management - Ameriprise Financial Services, LLC 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 dns*****@a***.com
First Command Financial Advisor - Jason Surya 2650 Camino Del Rio N Ste 210, San Diego, CA 92108
61929xxxx2 ael******@f***********.com
Beachwood Financial Solutions 5355 Via Bello, San Diego, CA 92111
85824xxxx3 alb***@b********.co
Used Cars San Diego San Diego, CA 92115 570 589
Merrill Lynch Financial Advisor Sergio Bache 701 B St, 24th Floor, San Diego, CA 92101
61969xxxx1 ale*********@m*.com
Jim Lee Financial? 937 S Coast Highway 101 Ste C-206, Encinitas, CA 92024
76043xxxx1 inf*@j**************.com 5 7
4.5 11
Merrill Lynch Wealth Management Advisor Juan Cabanas 701 B St 24th Floor, San Diego, CA 92101
61969xxxx7 ale*********@m*.com
Dasanderling Ventures 4401 Eastgate Mall, San Diego, CA 92121
85855xxxx1 bbl******@s*********.com
Pandelis Chryssostomides - Financial Advisor, Ameriprise Financial Services, LLC 1525 W Lewis St, San Diego, CA 92103
61928xxxx6 pan*********************@a***.com
The Sinkoff Group - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx8 3d@a******.morganstanley
Newell Wealth Management 6310 Greenwich Dr Ste 150, San Diego, CA 92122
85853xxxx0 kel*********@n***********.com 90 90
Blue Water Capital Management, LLC 5755 Oberlin Dr Suite 301, San Diego, CA 92121
87727xxxx4 deb****@s**************.com
Real Estate in San Diego San Diego, CA 92101
61937xxxx1 580*****************************@s*****.io 144 153
Lora Moore & Ken Bayer - Health Insurance Services 3511 Camino del Rio South, San Diego, CA 92108
61952xxxx0 doe*****@m***********.myhomehq 5 1 101 100
Salient Wealth Planning - Ameriprise Financial Services, LLC 3655 Nobel Dr Ste 510, San Diego, CA 92122
85821xxxx3 dns*****@a***.com
BWM Financial 12340 El Camino Real Suite 110, San Diego, CA 92130
84424xxxx4 inf*@b***********.com 201 5 222
First Command Financial Advisor - Sean Ferreiro 2650 Camino Del Rio N Ste 210, San Diego, CA 92108
61929xxxx2 ael******@f***********.com
Beta Wealth Group 11421 West Bernardo Court, San Diego, CA 92127
85820xxxx7 coo*****************@b**************.com 105 3 114
Wealth Analytics Retirement Planning 12730 High Bluff Dr #260, San Diego, CA 92130
85879xxxx0 bel**@w**************.com
Karen Purvis - Ameriprise Financial Services 4455 Morena Blvd Ste 215, San Diego, CA 92117
85849xxxx8 dns*****@a***.com
Financial Planning Association of San Diego San Diego, CA 92168
fpa****@g****.com 84 96
Daniel Fleming, CFP®
85865xxxxxxx0 ann**********@c**************.com 1889 106
Merrill Lynch Wealth Management Advisor Javier Malfavon 701 B St 24th Floor, San Diego, CA 92101
61969xxxx7 ale*********@m*.com
MassMutual Pacific Coast 4275 Executive Sq, Ste 400, La Jolla, CA 92037
85855xxxx0 agl****@f*************.com 3.3 7 5 12 204 52 220
Christopher Wells - RBC Wealth Management Financial Advisor 655 W Broadway Suite 1000, San Diego, CA 92101
61969xxxx7 rbc*********@r**.com
Pacific Advisors, LLC 9605 Scranton Rd Suite 625, San Diego, CA 92121 85855xxxx0 cam*************@g***********.com 1.02
LPL Financial: Sanders Alvin 555 W Beech St #458, San Diego, CA 92101
61929xxxx0 ren**************@l**.com
Merrill Lynch Financial Advisor Michael P. Licari 701 B St 24th Floor, San Diego, CA 92101
61969xxxx0 bri************@b***.com
Alan Holt - Ameriprise Financial Services 8910 University Center Ln Ste 200, San Diego, CA 92122
85853xxxx1 ala********@a***.com
Abraham Cecena - Financial Advisor, Ameriprise Financial Services, LLC 4370 La Jolla Village Dr #600, San Diego, CA 92122
61998xxxx1 dns*****@a***.com 5.01
Aaron J. Farmer Insurance Agency 7960 Silverton Avenue Ste. 202, San Diego, CA 92126
85822xxxx8 a@f**************.com 5 19 299 6 307
DB Wealth Management Group 1450, Frazee Rd #610, San Diego, CA 92108
61949xxxx4 bry*********@d****.com 5 4
Merritt Financial Services 701 Palomar Airport Rd, Carlsbad, CA 92011
76044xxxx0 dat*****************@i****.de
David Harrison Rascoe - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61954xxxx2 3d@a******.morganstanley
PracticeCFO 13400 Sabre Springs Pkwy, San Diego, CA 92128
80067xxxx2 aar**@p**********.com 5 32 5 21
Financial Focus 1917 Palomar Oaks Way Ste 130, Carlsbad, CA 92008
76043xxxx0 cwa******@f****************.com
Cfg Wealth Management 4370 La Jolla Village Dr, San Diego, CA 92122
85855xxxx0 3d@c*****.com 4.6 20
SagePoint Financial 6540 Lusk Blvd # C112, San Diego, CA 92121
85855xxxx0 den***@j**********.com
Kev Baker, Founder & Financial Advisor I FinancialHaus 9370 Sky Park Court Suite 150, San Diego, CA 92123
and***@f************.com 255 1 257
Fiduciary Wealth Management: Your Dedicated Fiduciary® 401 B St UNIT 2300, San Diego, CA 92101
84475xxxx3 3d@y*********************.com
20/20 Financial Advisers? 2041 San Elijo Ave, Cardiff by the Sea, CA 92007
76047xxxx1 aga************@2*****.com
1
First Command Financial Advisor - Shanel Dubique 2650 Camino Del Rio N Ste 210, San Diego, CA 92108
61929xxxx2 ael******@f***********.com
Thomas J Stout - Ameriprise Financial Services 9119 Clairemont Mesa Blvd Ste A, San Diego, CA 92123
85876xxxx7 dns*****@a***.com
Financial Planning Solutions Inc 2784 Gateway Rd Ste 102, Carlsbad, CA 92009
76092xxxx0 inf*@f**************.net
San Diego, California San Diego, CA
aad******@s*******.gov 14975 1018221 16854866 1016257
Morgan Stanley Financial Advisors 101 W Broadway Ste 1800, San Diego, CA 92101
61923xxxx1 ade***********@m************.com 3 2
Merrill Lynch Wealth Management Advisor Luke Podbury 701 B St 24th Floor, San Diego, CA 92101
61969xxxx6 ale*********@m*.com
Bret A Cleveland - Morgan Stanley 101 W Broadway Ste 1800, San Diego, CA 92101
61923xxxx9 ade***********@m************.com
Courtney Taylor 655 W Broadway Suite 1000, San Diego, CA 92101
76077xxxx9 bri*********@r**.com 220
Stockton Financial and Insurance Services 501 Jones Road, 5TH Floor, Canton, MA 92121
sto******@f*.newyorklife 231 146 216
Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS® 2550 Fifth Ave Ste 65, San Diego, CA 92103
61923xxxx9 a.-********@e**********.com
UNA USA San Diego Chapter 2171 Pan American Plz, San Diego, CA 92101
19198xxxxx1 ach*****@u****.org 4.4 20 4.6 28 2699 100 2923
American-California Financial Services Torrance, CA 90503
31054xxxx0 al@a******************.com 5 21 604 605
LPL Financial 4707 Executive Dr, San Diego, CA 92122
85855xxxx0 a.b******@l**.com 3.5 11 7 116 1990 116
SagePoint Financial 5405 Morehouse Drive, San Diego, CA 92121
85855xxxx0 den***@j**********.com 4 1 4
Pure Financial Advisors 3131 Camino Del Rio N, San Diego, CA 92108
61981xxxx0 ala*********@p************.com 5 3 4.5 14
NEED Financial Services 701 Santa Monica Blvd, Suite 200, Santa Monica, CA 90401
31039xxxx0 bag*****@n********************.com 5 2 5 11 375 20 375
Merrill Lynch Wealth Management Advisor David A Reicks 701 B St 24th Floor, San Diego, CA 92101
61969xxxx9 ale*********@m*.com