Shusterman Wealth Management |
16935 W Bernardo Dr UNIT 223, San Diego, CA 92127 |
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85867xxxx0 |
bry***@s***************.com |
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5 |
21 |
311 |
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325 |
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Goal Financial |
401 W A St, San Diego, CA 92101 |
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61968xxxx0 |
ako********@g************.net |
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Lifetime Financial Advisors, Inc.? |
2210 Encinitas Blvd Ste C, Encinitas, CA 92024 |
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76094xxxx0 |
bre***********@l******.com |
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Ryder Vehicles Sales San Diego CA |
8491 Avenida de la Fuente, San Diego, CA 92154 |
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61934xxxx9 |
a-s****************@r****.com |
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1 |
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1 |
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Merrill Lynch Wealth Management Advisor Jennifer R Perkinson? |
5951 La Sendita, Bldg A, Rancho Santa Fe, CA 92067 |
|
85838xxxx1 |
ale*********@m*.com |
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Edward Jones - Financial Advisor: Matthew Stratton |
3990 Old Town Ave Suite A211, San Diego, CA 92110 |
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61971xxxx7 |
a.-********@e**********.com |
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83517 |
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Epic Trust Investment Advisors - San Diego |
8880 Rio San Diego Dr # 800, San Diego, CA 92108 |
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61994xxxx8 |
acc*******@e********.com |
5.02 |
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Brio Financial Group |
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41562xxxx0 |
bra****@b*****.com |
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573 |
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594 |
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Legacy Wealth Transitions Inc |
2243 San Diego Ave Lobby, San Diego, CA 92110 |
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61995xxxx2 |
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Jon Luskin, CFP® |
San Diego, CA 92101 |
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com*******@j********.com |
5 |
12 |
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Andrew Norolahi - Certified Financial Planner practitioner |
6725 Mesa Ridge Road Suite 200, San Diego, CA 92121 |
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85867xxxx6 |
and**************@a***.com |
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51 |
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51 |
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San Diego, CA Private Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Suite 400, San Diego, CA 92130 |
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80052xxxx7 |
ber*******@u**.com |
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Merrithew & Thorsten, Inc |
9820 Willow Creek Rd, San Diego, CA 92131 |
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85854xxxx5 |
les@f***************.com |
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Centura Wealth Advisory |
12255 El Camino Real #125, San Diego, CA 92130 |
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85877xxxx0 |
aan******@c************.com |
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53 |
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U.S. Bancorp Investments - Financial Advisors |
1606 Grand Ave, San Diego, CA 92109 |
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85858xxxx4 |
aar************@u*****.com |
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345 |
341231 |
3973 |
343791 |
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Lester, Karpow, Dyer & Associates |
8910 University Center Lane #200, San Diego, CA 92122 |
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85879xxxx8 |
bar**************@a***.com |
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218 |
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218 |
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Aurora Wealth Advisors - Ameriprise Financial Services, LLC |
9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131 |
|
85876xxxx2 |
ame************@a***.com |
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Torrey Capital Investments |
11622 El Camino Real Ste 100, San Diego, CA 92130 |
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85876xxxx2 |
jac***@t***********************.com |
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Securus Financial |
10620 Treena St, # 230, San Diego, CA 92131 |
|
85893xxxx0 |
inf*@g********.com |
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5 |
2 |
85 |
6 |
93 |
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The Financial Team |
6005 Hidden Valley Rd Ste 105, Carlsbad, CA 92011 |
|
76044xxxx2 |
eri*@t***************.com |
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Blue Water Capital Management |
3655 Nobel Dr, San Diego, CA 92122 |
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85855xxxx8 |
3d@**w.bluewaterportfolios |
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North Financial Advisors LLC |
4648 Park Blvd, San Diego, CA 92116 |
|
92926xxxx7 |
cad*@n*********************.com |
5.08 |
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JPS Financial Services Inc. |
1227 Scott St, San Diego, CA 92106 |
|
61956xxxx3 |
jas**@j**********************.com |
3 |
2 |
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WestPac Wealth Partners |
5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121 |
|
61968xxxx0 |
aar**********@w************.com |
4.2 |
10 |
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Matthew Lord - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx2 |
ade********@u**.com |
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Matthew B Lord - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61954xxxx0 |
ade***********@m************.com |
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M Wg Financial & Insurance Services |
6333 Greenwich Dr # 210, San Diego, CA 92122 |
|
85865xxxx3 |
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San Diego Advertising Fund for Emergencies |
550 West B Street, San Diego, CA 92101 |
|
61925xxxx1 |
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4.9 |
194 |
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5 |
3 |
322 |
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355 |
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A B Investments |
5730 Guincho Rd, San Diego, CA 92124 |
|
85827xxxx9 |
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The Lehman Group |
1925 Palomar Oaks Way, Carlsbad, CA 92008 |
|
76065xxxx5 |
605*****************************@s**********.wixpress |
5 |
19 |
5 |
25 |
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Ross Allford - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx1 |
ros*********@r**.com |
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19 |
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20 |
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Jan Pretorius - Financial Advisor, Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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Advent Financial Services |
4540 Kearny Villa Rd STE 202, San Diego, CA 92123 |
|
85865xxxx4 |
afo*****@s***************.com |
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NFFC San Diego |
Hickman Dr, San Diego, CA 92111 |
|
61998xxxx2 |
bkr*****@n****************.com |
4.2 |
17 |
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474 |
7 |
499 |
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Merrill Lynch Financial Advisor Michael D Fendley |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx1 |
bri************@b***.com |
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Your Favorite Lender |
6333 Greenwich Dr, San Diego, CA 92122 |
|
61999xxxx0 |
sha**@y*****************.com |
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von Berge Wealth Management |
600 W Broadway, San Diego, CA 92101 |
|
61934xxxx3 |
eri*********@v****************.com |
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Quynh Dao - Ameriprise Financial Services |
3550 Camino Del Rio N Ste 100, San Diego, CA 92108 |
|
61950xxxx2 |
dns*****@a***.com |
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College Planning Source |
10875 Rancho Bernardo Rd, Ste 115, San Diego, CA 92127 |
|
18586xxxxx0 |
chr****@c********************.com |
4.8 |
16 |
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5 |
1 |
364 |
6 |
370 |
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Beacon Financial Management |
533 2nd St, Encinitas, CA 92024 |
|
76047xxxx5 |
bb@b******************.com |
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Fund'd |
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Edward Jones - Financial Advisor |
3838 Camino Del Rio N Suite 375, San Diego, CA 92108 |
|
61951xxxx5 |
a.-********@e**********.com |
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Edward Jones - Financial Advisor: Lee J Fox |
2550 5th Ave Ste 65, San Diego, CA 92103 |
|
61923xxxx9 |
acc**********@e**********.com |
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97 |
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174 |
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Edward Jones - Financial Advisor: David S Tam, AAMS™ |
4134 Adams Ave UNIT 104, San Diego, CA 92116 |
|
61952xxxx3 |
a.j*********@e**********.com |
5 |
2 |
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112 |
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Tori Gutierrez - Financial Advisor |
605 E. Huntington Drive, Suite 203, Monrovia, CA 91016 |
|
56268xxxx9 |
ale********@c**************.com |
5 |
3 |
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259 |
35 |
269 |
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Andrew Hathaway - Financial Advisor, Ameriprise Financial Services, LLC |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85895xxxx0 |
dns*****@a***.com |
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San Diego Dream Homes- Oceanfront Specialists |
6027 Paseo Delicias, Rancho Santa Fe, CA 92067 |
|
76061xxxx8 |
chi**@c****.me |
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4927 |
1 |
4941 |
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Fidelity Investments |
7676 Hazard Center Dr Suite 820, San Diego, CA 92108 |
|
80063xxxx2 |
a.m**@f*******.com |
3.7 |
28 |
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329208 |
|
353000 |
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Rawdin-Baron Financial Inc |
4747 Morena Blvd Ste 201, San Diego, CA 92117 |
|
85848xxxx0 |
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5 |
3 |
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Stephen H Geribo - Ameriprise Financial Services |
7968 El Cajon Blvd, La Mesa, CA 91942 |
|
85876xxxx0 |
dns*****@a***.com |
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Edward Jones - Financial Advisor: Hayley N Beard |
963 Orange Ave, Coronado, CA 92118 |
|
61943xxxx2 |
a.j*********@e**********.com |
5 |
2 |
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83507 |
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5 |
1 |
Edward Jones - Financial Advisor: Evan Cohen? |
700 Garden View Court, Suite 203, Encinitas, CA 92024 |
|
76075xxxx5 |
a.-********@e**********.com |
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The Financial Planning & Investment Group - Ameriprise Financial Services |
4455 Morena Blvd Ste 215, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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Merrill Lynch Wealth Management Advisor Sarah Wallace |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx0 |
ale*********@m*.com |
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Rohe Levy Financial and Insurance Services, Inc. |
3131 Camino del Rio N Suite 415, San Diego, CA 92108 |
|
61935xxxx7 |
doe**@r*******.com |
|
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5 |
1 |
153 |
3 |
149 |
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Jeff Fink - RBC Wealth Management Financial Advisor? |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx0 |
rbc*********@r**.com |
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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 |
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502 |
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509 |
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Private Wealth Management | U.S. Bank |
600 W Broadway Suite 1225, San Diego, CA 92101 |
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61969xxxx2 |
aar************@u*****.com |
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345615 |
5351 |
348000 |
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Security Investment Partners |
2907 Shelter Island Dr, San Diego, CA 92106 |
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61978xxxx1 |
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5 |
1 |
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Taylor R. Schulte, CFP |
12526 High Bluff Dr, Suite 238, San Diego, CA 92130 |
|
85834xxxx7 |
inf*@d**************.com |
5 |
9 |
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5 |
5 |
300 |
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324 |
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Sustainable Financial Planning |
6265 Greenwich Dr Suite 100, San Diego, CA 92122 |
|
85890xxxx0 |
kat*****@s*****************.com |
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Premier Wealth Advisors |
12531 High Bluff Dr, #110, San Diego, CA 92130 |
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85866xxxx6 |
ant****@m**************.com |
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474 |
39 |
486 |
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Southwest Securities Inc: Drew Arden |
750 B St Suite 3100, San Diego, CA 92101 |
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80076xxxx2 |
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Lincoln Financial Advisors |
2020 Camino Del Rio N # 800, San Diego, CA 92108 |
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61954xxxx5 |
aki**************@l**.com |
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Bank of America Private Client Advisor Dirk Harris |
701 B St, San Diego, CA 92101 |
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61951xxxx5 |
ban**********@e****.bankofamerica |
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Karen Dhuyvetter - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx7 |
ale*******@u**.com |
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Brian Venn - Ameriprise Financial Services |
5898 Copley Dr, San Diego, CA 92111 |
|
85876xxxx7 |
bri*******@a***.com |
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Merrill Lynch Wealth Management Advisor Paul B Pintek |
701 B St Suite 2400, San Diego, CA 92101 |
|
61969xxxx0 |
ale*********@m*.com |
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Presidio Capital Management |
12626 High Bluff Dr Ste 440, San Diego, CA 92130 |
|
85846xxxx9 |
ali**@p*********.com |
5 |
4 |
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5 |
2 |
Cheryl Lopez - Ameriprise Financial Services |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
|
85876xxxx1 |
che***********@a***.com |
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Shari Miller - Symbio Financial Partners |
7777 Fay Ave, La Jolla, CA 92037 |
|
85855xxxx0 |
bla**@s**************.com |
5 |
2 |
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Edward Jones - Financial Advisor: Andrew W Shaw? |
111 Chesterfield Dr, Suite 119, Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
a.-********@e**********.com |
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Merrill Lynch Wealth Management Advisor Miguel A. Ortega |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx6 |
ale*********@m*.com |
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The Light for Seniors, Inc |
8250 Vickers St G, San Diego, CA 92111 |
|
85875xxxx2 |
dat********@r*******.com |
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Gregory Hakim - Ameriprise Financial Services |
4455 Morena Blvd Ste 215, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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Goldman Wealth Management & Associates, LLC. |
12526 High Bluff Drive, Suite 300, San Diego, CA 92130 |
|
85836xxxx8 |
she****@g********.com |
5 |
7 |
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111 |
3 |
114 |
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Cavalry Financial Agency |
9444 Waples St Suite 321, San Diego, CA 92121 |
|
61928xxxx4 |
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5 |
4 |
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Alejandro Valle - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61954xxxx4 |
3d@a******.morganstanley |
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Pahal, Vora and Associates - Ameriprise Financial Services, Inc.? |
401 W A St Ste 2245, San Diego, CA 92101 |
|
61935xxxx3 |
dns*****@a***.com |
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Andrew Norolahi - Ameriprise Financial Services, LLC |
6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121 |
|
85867xxxx6 |
dns*****@a***.com |
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TIAA Financial Services |
3655 Nobel Dr Suite 140, San Diego, CA 92122 |
|
87755xxxx8 |
acc******************@t***.org |
5 |
2 |
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90969 |
524 |
91000 |
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Wealth Manager Group |
3131 Camino Del Rio N, San Diego, CA 92108 |
|
61957xxxx6 |
3d@**w.inghamwealthmanagement |
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Raymond James Financial Services |
7955 Silverton Ave Suite 1201, San Diego, CA 92126 |
|
61927xxxx1 |
a.-************@r***********.com |
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16943 |
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Philip E Smith - Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
|
85821xxxx3 |
dns*****@a***.com |
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Mission Wealth |
1455 Frazee Rd Ste 500, San Diego, CA 92108 |
|
61933xxxx6 |
3d@m************.com |
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Wells Fargo Advisors |
10707 Camino Ruiz, San Diego, CA 92126 |
|
85856xxxx1 |
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Satori Wealth Management, Inc. |
4660 La Jolla Village Dr Suite 100, San Diego, CA 92122 |
|
61930xxxx3 |
dan**@s***********.com |
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Daniel Shahmoradian - Financial Planner |
600 W Broadway Suite 600, San Diego, CA 92101 |
|
61923xxxx2 |
ade********@n*.com |
5 |
12 |
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Merrill Lynch Wealth Management Advisor Ken Morris |
12830 El Camino Real Suite 300, San Diego, CA 92130 |
|
85867xxxx6 |
adm***********@m*.com |
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Bair Financial Planning |
7676 Hazard Center Dr Ste 1050, San Diego, CA 92108 |
|
61954xxxx0 |
ben*****@b********************.com |
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Bair Financial Planning |
7676 Hazard Center Dr, San Diego, CA 92108 |
|
61954xxxx0 |
3d@**w.bairfinancialplanning |
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5 |
1 |
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Greg Gorder - Financial Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
|
85879xxxx6 |
dns*****@a***.com |
4.621 |
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Institute of Business & Finance (IBF) |
4141 Jutland Dr Ste 330, San Diego, CA 92117 |
|
80084xxxx9 |
adm**@i***.com |
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5 |
8 |
158 |
4 |
167 |
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DACA Tax Services |
4542 Ruffner St, San Diego, CA 92111 |
|
85856xxxx6 |
adm**@d*****.com |
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5 |
19 |
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Group |
4540 Kearny Villa Rd Ste 202, San Diego, CA 92123 |
|
85827xxxx0 |
333*********@w**************.com |
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Mohr Group |
12555 High Bluff Dr # 205, San Diego, CA 92130 |
|
85875xxxx8 |
605*****************************@s**********.wixpress |
5 |
4 |
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Grant Vahalla - TIAA Wealth Management Advisor |
3655 Nobel Dr Ste 140, San Diego, CA 92122 |
|
87755xxxx8 |
acc******************@t***.org |
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Redstone Wealth Advisors - Ameriprise Financial Services, LLC? |
2173 Salk Ave, Ste 250, Carlsbad, CA 92010 |
|
76049xxxx0 |
dns*****@a***.com |
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Zimmerman Private Wealth Management |
3111 Camino del Rio N, Ste 400, San Diego, CA 92108 |
|
61952xxxx5 |
bri**@z***********.com |
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5 |
4 |
88 |
1 |
85 |
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San Diego & Imperial Small Business Development Center Network |
880 National City Blvd., National City, CA 91950 |
|
61948xxxx1 |
imp************@s*******.org |
4.5 |
8 |
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949 |
69 |
1149 |
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Creative Capital Management Investments LLC (CCMI) |
8880 Rio San Diego Dr #1150, San Diego, CA 92108 |
|
61929xxxx3 |
bma****@m*****.com |
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549 |
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Symbio Financial Partners |
7777 Fay Ave, Ste 315, La Jolla, CA 92037 |
|
85855xxxx1 |
bla**@s**************.com |
5 |
2 |
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193 |
3 |
196 |
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Stephanie Karpow - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx8 |
bar**************@a***.com |
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Investment Placement Group |
350 Tenth Ave #1150, San Diego, California 92101 |
|
61932xxxx0 |
alb****@i********.com |
5 |
1 |
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Financial Services & Wealth Management |
4182 North Viking Way suit 213, Long Beach, CA 90808 |
|
31072xxxx1 |
dns******@a*******.com |
|
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5 |
19 |
336 |
131 |
336 |
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Next Gen Financial Planning |
2020 Camino Del Rio N, San Diego, CA 92108 |
|
61936xxxx7 |
3d@**w.nextgenfinancialplanning |
5 |
7 |
4.5 |
10 |
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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 |
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204 |
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San Diego Carburetor |
6622 University Ave, San Diego, CA 92115 |
|
61926xxxx0 |
|
3.6 |
24 |
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5 |
2 |
6 |
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The LaCroix Wealth Management Group - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61923xxxx0 |
3d@a******.morganstanley |
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Homeowners Financial Group |
600 B St Ste 300, San Diego, CA 92101 |
|
61982xxxx0 |
abe*@h***********.com |
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|
Merrill Lynch Wealth Management Advisor Jorge Llamas |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx7 |
ale*********@m*.com |
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|
Russ Zorn - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
car*********@a***.com |
|
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Advanced Equities Wealth Management |
655 W Broadway #1050, San Diego, CA 92101 |
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61923xxxx2 |
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William Noonan - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx7 |
dns*****@a***.com |
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TruFinancial |
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61995xxxx5 |
aso**********@t***********.org |
5 |
86 |
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378 |
24 |
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Marriage Financial Solutions |
11661 San Vicente Boulevard, Suite 820, Los Angeles, CA 90049 |
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31044xxxx3 |
ali@m****************.com |
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77 |
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85 |
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Reuven I Rubinson, CPA |
7918 El Cajon Blvd, Ste N # 157, San Diego, CA 92124 |
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85834xxxx4 |
acc*******@r***********.com |
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5 |
3 |
96 |
46 |
93 |
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Fundamental Wealth Management - Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85876xxxx1 |
dns*****@a***.com |
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Premier Wealth Advisors, LLC |
12531 High Bluff Dr #110, San Diego, CA 92130 |
|
85866xxxx6 |
ant****@m**************.com |
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493 |
34 |
504 |
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Hilltop Securities Inc. |
750 B St Suite 3100, San Diego, CA 92101 |
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61923xxxx2 |
ada*******@h****************.com |
3.4 |
5 |
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Merrill Lynch Wealth Management |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
bro*********@m*.com |
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Creative Planning |
12760 High Bluff Dr Ste. 210, San Diego, CA 92130 |
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85876xxxx0 |
aar**********@c***************.com |
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Ariston Services Group, LLC |
Symphony Tower, 750 B St #2630, San Diego, CA 92101 |
|
61924xxxx6 |
ale******@a*******************.com |
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John A Galano |
San Diego, CA |
|
61969xxxx8 |
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Danielle Vigneault - Financial Advisor, Ameriprise Financial Services, LLC |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85834xxxx0 |
dns*****@a***.com |
5 |
4 |
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elhoff wealth strategies |
3665 Ruffin Rd, San Diego, CA 92123 |
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61937xxxx0 |
dav*@e*****.com |
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Engage San Diego |
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ala*@e*************.org |
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5 |
1 |
505 |
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553 |
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Wealth Analytics |
12730 High Bluff Dr #260, San Diego, CA 92130 |
|
85879xxxx0 |
bel**@w**************.com |
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Edward Jones - Financial Advisor: Jon Harris |
11440 W Bernardo Ct Ste 273, San Diego, CA 92127 |
|
85848xxxx4 |
and*******@c*************.ca |
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Merrill Lynch Wealth Management Advisor Maria De. J. Aguilar |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx0 |
ale*********@m*.com |
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North Financial Advisors LLC |
704 J St, San Diego, CA 92101 |
|
92926xxxx7 |
24e*************************************@w*****************.com |
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San Diego Group |
14420 Chase St, Panorama City, CA 91402 |
|
81892xxxx9 |
89d*****************************@s*****.io |
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5 |
1 |
181 |
43 |
184 |
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Manning Wealth Management, Inc |
401 B St Ste 2300, San Diego, CA 92101 |
|
61923xxxx7 |
3d@**w.manningwm |
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Merrill Lynch Financial Advisor David A Reicks |
701 B St, 24th Floor, San Diego, CA 92101 |
|
61969xxxx9 |
ale*********@m*.com |
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Steve Lahre - RBC Wealth Management Branch Director |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx1 |
bri*********@r**.com |
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U.S. Bancorp Investments - Financial Advisors: San Diego |
4195 Genesee Ave, San Diego, CA 92111 |
|
85842xxxx7 |
aar************@u*****.com |
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344563 |
4277 |
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Merrill Lynch Wealth Management Advisor Kaitlyn M. Cruse |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx9 |
ale*********@m*.com |
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Simon Lewis - Financial Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
|
85879xxxx7 |
bri***************@a***.com |
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Raymond James |
1011 C Ave, Coronado, CA 92118 |
|
61943xxxx3 |
a.-************@r***********.com |
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San Diego ENA |
8695 Spectrum Center Blvd (Meeting Location Only - Not for Mailing), San Diego, CA 92123 |
|
18008xxxxx7 |
bnk********@h******.com |
3.9 |
43 |
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5 |
3 |
534 |
9 |
597 |
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Aligned Financial Planning |
9540 Towne Centre Dr #150, San Diego, CA 92121 |
|
85835xxxx0 |
joh*@a***************.com |
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Western Financial Planning Corp. |
401 W A St Ste 1830, San Diego, CA 92101 |
|
61923xxxx5 |
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roman financial advisors |
4455 Murphy Canyon Rd, San Diego, CA 92123 |
|
61966xxxx1 |
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Michael Walsh - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx4 |
dns*****@a***.com |
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Reason Financial |
4747 Morena Blvd #102, San Diego, CA 92117 |
|
85848xxxx0 |
aly***@y*********.com |
5 |
6 |
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45 |
7 |
51 |
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Linda Catalina, CPA |
8880 Rio San Diego Dr #800, San Diego, CA 92108 |
|
85848xxxx7 |
lin**@l***************.com |
3.7 |
24 |
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5 |
3 |
55 |
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60 |
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San Diego Sells |
2776 Gateway Rd, Carlsbad, CA 92009 |
|
85848xxxx3 |
hom**@s******.com |
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5 |
4 |
273 |
2 |
279 |
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Homeowners Financial Group |
350 10th Ave Ste 1000, San Diego, CA 92101 |
|
61982xxxx0 |
abe*@h***********.com |
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Dustin Tracy, CFP - UBS Financial Services Inc. |
600 W Broadway Suite 2100, San Diego, CA 92101 |
|
61955xxxx7 |
ade********@u**.com |
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Cain Advisory Group |
4858 Mercury St, San Diego, CA 92111 |
|
85843xxxx5 |
bxx****@c****************.com |
3.6 |
5 |
4 |
29 |
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Cetera Advisor Networks |
814 Morena Blvd Ste 108, San Diego, CA 92110 |
|
61929xxxx7 |
adm**@a********.com |
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Ivan A Schleder - Ameriprise Financial Services, LLC |
8880 Rio San Diego Dr Fl 8, San Diego, CA 92108 |
|
61920xxxx5 |
dns*****@a***.com |
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LPL Financial |
501 W Broadway #800, San Diego, CA 92101 |
|
61920xxxx1 |
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Lantern Investment |
Serving theSan Diego Area |
|
85856xxxx9 |
ala********@h************.com |
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San Diego Financial Advisor - Platt Wealth Management |
3838 Camino Del Rio N Unit 365, San Diego, CA 92108 |
|
61925xxxx4 |
inf*@p******.com |
5 |
2 |
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114 |
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126 |
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Contractors San Diego |
San Diego, CA 92111 |
|
85833xxxx2 |
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9 |
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Christopher Cohn - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx5 |
chr*************@a***.com |
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Andrew Marshall Financial |
5857 Owens Ave Ste 300, Carlsbad, CA 92008 |
|
76065xxxx5 |
and***@a**********************.com |
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Chisholm Financial Planning |
3550 Camino Del Rio N, San Diego, CA 92108 |
|
61978xxxx4 |
chi****************************************@a********.com |
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5 |
8 |
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Edward Jones - Financial Advisor: Sean M Manatt, AAMS® |
814 Morena Blvd Suite 301, San Diego, CA 92110 |
|
61949xxxx9 |
a.-********@e**********.com |
5 |
2 |
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San Diego Wealth |
6390 Greenwich Drive, Suite 230, San Diego, CA 92122 |
|
85827xxxx5 |
ari**@s*************.com |
|
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2196 |
1 |
2190 |
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LPL Financial |
San Diego, CA 92101 |
|
61979xxxx8 |
59@g****.com |
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Financial Haus |
1253 University Ave 1002, San Diego, CA 92103 |
|
61999xxxx1 |
edg**@t***************.com |
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Meiss Wealth Management, Inc. |
1980 Kettner Blvd #408, San Diego, CA 92101 |
|
85838xxxx0 |
m***@e**********.com |
|
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Pars Financial Corp |
8736 Production Ave, San Diego, CA 92121 |
|
85854xxxx0 |
a.p****@p************.com |
5 |
13 |
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Advanced Equities Asset Management |
655 W Broadway #1050, San Diego, CA 92101 |
|
61970xxxx0 |
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20-20 Financial Advisors |
1660 Hotel Cir N # 705, San Diego, CA 92108 |
|
61977xxxx3 |
ast*******@2*****.com |
5.02 |
|
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|
Higgins Capital Management, Inc. |
2223 Avenida de la Playa, Ste 210, La Jolla, CA 92037 |
|
85845xxxx3 |
deb***@h*************.com |
5 |
5 |
|
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|
|
877 |
|
875 |
|
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|
Daniel Parent - TIAA Wealth Management Advisor |
3655 Nobel Dr Ste 140, San Diego, CA 92122 |
|
87755xxxx8 |
ada*********@t***.org |
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Essential Planners |
113 W G St #816, San Diego, CA 92101 |
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85858xxxx7 |
dfo*@e****************.com |
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Lineage Lending Reverse Mortgages |
4455 Murphy Canyon Rd. Ste 100, San Diego, CA 92123 |
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61929xxxx0 |
joh**@l********.com |
5 |
7 |
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243 |
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239 |
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Cors |
16935 W Bernardo Dr Ste 103, San Diego, CA 92127 |
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85879xxxx4 |
ash***@a********.com |
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Bixler-Gustin Financial Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
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61955xxxx0 |
ale*******@u**.com |
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WorthPointe |
888 Prospect Ave, La Jolla, CA 92037 |
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80062xxxx2 |
inf*@w***.com |
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NAREB San Diego Realtist for Democracy in Housing - San Diego chapter |
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85838xxxx6 |
dco*****@g****.com |
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5 |
19 |
992 |
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1069 |
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Financial Designs Ltd |
5075 Shoreham Pl # 200, San Diego, CA 92122 |
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85859xxxx0 |
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5 |
1 |
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Kevin Kellogg - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
car*********@a***.com |
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LPL Financial |
4835 Voltaire St, San Diego, CA 92107 |
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Simon Lewis - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
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85879xxxx7 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Brian R Johns |
701 B St Suite 2400, San Diego, CA 92101 |
|
50945xxxx6 |
ale*********@m*.com |
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Barron Anthony |
501 W Broadway, San Diego, CA 92101 |
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61940xxxx8 |
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First Command Financial Advisor - Lawrence Lagud |
2650 Camino Del Rio N Ste 210, San Diego, CA 92108 |
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61929xxxx2 |
ael******@f***********.com |
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Edward Jones |
236 E Broadway, Vista, CA 92084 |
|
76063xxxx8 |
a.-********@e**********.com |
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Wealth Alliance, LLC |
12526 High Bluff Dr UNIT 300, San Diego, CA 92130 |
|
85879xxxx3 |
boi****@w*********.com |
5 |
1 |
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Financial Advisors | U.S. Bancorp Investments |
1606 Grand Ave, San Diego, CA 92109 |
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85858xxxx4 |
aar************@u*****.com |
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Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. |
2173 Salk Ave, Carlsbad, CA 92008 |
|
94971xxxx0 |
bbo***@d******************.com |
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5 |
3 |
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Guthrie Cook RICP, Financial Professional with Nylife Securities LLC |
4365 Executive Dr, Suite 800, San Diego, CA 92121 |
|
84539xxxx7 |
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1 |
1 |
244 |
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245 |
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Jake Harrison - Ameriprise Financial Services |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85834xxxx0 |
dea**********@a***.com |
5 |
5 |
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Trilogy Financial Services |
12520 High Bluff Dr #140, San Diego, CA 92130 |
|
85875xxxx6 |
aar**********@t********.com |
3.8 |
4 |
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J S Tucker Insurance Services |
990 Highland Ave, Solana Beach, CA 92075 |
|
85834xxxx2 |
con***@j**********.com |
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San Diego Tax Team |
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85828xxxx3 |
inf*@s**************.com |
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5 |
6 |
143 |
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144 |
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Bricks Marine Services - San Diego |
San Diego, CA |
|
83142xxxx8 |
3fc*************************************@w*****************.com |
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5 |
2 |
287 |
1 |
290 |
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Sigdestad Financial |
9666 Businesspark Ave, San Diego, CA 92131 |
|
85869xxxx0 |
eri*@r***********.com |
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Buchholz Financial Planning |
2051, 11622 El Camino Real #100, San Diego, CA 92130 |
|
61941xxxx1 |
ly**@b************************.com |
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Next Gen Financial Planning |
2020 Camino Del Rio N Suite 215, San Diego, CA 92108 |
|
61936xxxx7 |
ahm**@n***********************.com |
5 |
8 |
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Sensible Financial Planning San Diego |
3111 Camino Del Rio N #400, San Diego, CA 92108 |
|
61957xxxx1 |
aim****@s****************.com |
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Merrill Lynch Wealth Management Advisor Donovan R. Filpi? |
1000 Aviara Pkwy Ste 200, Carlsbad, CA 92011 |
|
76093xxxx0 |
ale*********@m*.com |
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Independent Financial Group |
12671 High Bluff Dr Suite 200, San Diego, CA 92130 |
|
80026xxxx3 |
aim**@i****.com |
1.7 |
3 |
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San Diego - Center for Employment Training |
4153 Market St, Ste C, San Diego, CA 92102 |
|
61952xxxx5 |
aag****@c*****.edu |
4 |
22 |
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4 |
24 |
2523 |
849 |
2512 |
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Edelman Financial Engines |
3570 Carmel Mountain Rd Suite 450, San Diego, CA 92130 |
|
83375xxxx3 |
aar*******@e**********************.com |
1 |
1 |
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18374 |
14 |
19773 |
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JG Wealth Management (San Diego Office) |
2305 Historic Decatur Road, Suite 100, San Diego, CA 92106 |
|
80042xxxx3 |
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LPL Financial |
4707 Executive Dr, San Diego, CA 92121 |
|
80087xxxx0 |
a.b******@l**.com |
3.6 |
14 |
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20100 |
233 |
21000 |
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San Diego Ecars Inc |
8830 Miramar Rd, San Diego, CA 92126 |
|
85830xxxx0 |
sal*@s******.com |
4.6 |
58 |
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5 |
8 |
216 |
96 |
283 |
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First Midwest Securities |
501 W Broadway Ste 800, San Diego, CA 92101 |
|
61923xxxx0 |
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Adventures In San Diego |
800 The Mark Ln, San Diego, CA 92101 |
|
61943xxxx0 |
bri******@a*******************.com |
4.8 |
18 |
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1137 |
34 |
1168 |
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Salient Wealth Planning - Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
|
85821xxxx3 |
dns*****@a***.com |
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108 |
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Lund Financial |
852 Fifth Ave #210, San Diego, CA 92101 |
|
95146xxxx8 |
jlu**@c**.net |
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Merrill Lynch Wealth Management Advisor Gregory J Roel |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx5 |
ale*********@m*.com |
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Raymond James Financial Services |
16399 W Bernardo Dr, San Diego, CA 92127 |
|
85838xxxx2 |
a.-************@r***********.com |
5 |
1 |
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17178 |
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Commonwealth Financial Network |
110 Plaza, 110 W A St UNIT 1800, San Diego, CA 92101 |
|
61947xxxx0 |
|
3.3 |
7 |
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Love In Action Inc |
PO Box 813, San Diego, CA 95661 |
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3 |
1 |
233 |
9 |
238 |
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Lenhoff Financial Group |
5860 Owens Ave, Carlsbad, CA 92008 |
|
76050xxxx0 |
aho**@l***********.com |
4.3 |
7 |
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Stifel? |
5780 Fleet St Ste 250, Carlsbad, CA 92008 |
|
76080xxxx0 |
a.-******@s*****.com |
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The Frachon Group - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61923xxxx7 |
3d@a******.morganstanley |
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5 |
2 |
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Master Gardener Association of San Diego County |
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|
85882xxxx1 |
ass***@m**********************.org |
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5 |
12 |
6470 |
|
7208 |
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Edward Mirsky - UBS Financial Services Inc. |
600 W Broadway Suite 2800, San Diego, CA 92101 |
|
61955xxxx7 |
ade********@u**.com |
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Sean Donnelly - Financial Advisor, Ameriprise Financial Services, LLC |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
|
85876xxxx1 |
dns*****@a***.com |
5 |
1 |
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Morgan Stanley Wealth Management |
3900 Lomaland Dr, San Diego, CA 92106 |
|
61997xxxx5 |
3d@w***.morganstanley |
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111957 |
3016 |
121665 |
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Young Engineers Greater San Diego |
5715 Kearny Villa Rd Ste 109, San Diego, CA 92123 |
|
85825xxxx8 |
ana@e***************.com |
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19 |
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20 |
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Pure Financial Advisors, LLC |
3131 Camino Del Rio N #1550, San Diego, CA 92108 |
|
61981xxxx0 |
3d@p************.com |
5 |
6 |
|
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1665 |
|
1700 |
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Rooney Crull Financial |
9820 Willow Creek Rd, San Diego, CA 92131 |
|
85840xxxx0 |
san***@r**********.com |
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|
Reyes Financial Architecture |
4365 Executive Dr Ste 250, San Diego, CA 92121 |
|
85859xxxx6 |
dav**@r********.com |
4.8 |
8 |
|
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201 |
24 |
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|
The Financial Planning & Investment Group - Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
|
5 |
1 |
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|
Tari Nagel - Ameriprise Financial Services |
4455 Morena Blvd Ste 215, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
|
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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 |
|
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Concierge Wealth Management & Insurance Solutions |
4660 La Jolla Village Drive, Ste 300, San Diego, CA 92122 |
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61964xxxx5 |
don@c****.com |
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167 |
6 |
172 |
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First Command Financial Advisor - Ben Grad |
2650 Camino Del Rio N Ste 210, San Diego, CA 92108 |
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61929xxxx2 |
ael******@f***********.com |
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MAJOR Real Estate in San Diego |
San Diego, CA |
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5 |
9 |
190 |
4 |
203 |
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Shane Kochon - Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
|
85821xxxx3 |
dns*****@a***.com |
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Aero Financial |
11199 Sorrento Valley Rd, San Diego, CA 92121 |
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85820xxxx8 |
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Ameriprise Financial Services |
Serving theSan Diego Area |
|
85867xxxx6 |
ame******************@a***.com |
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Sensible Financial Planning San Diego |
600 B St Suite 300, San Diego, CA 92101 |
|
44222xxxx5 |
aim****@s****************.com |
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98 |
4 |
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The Financial Planning & Investment Group |
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85849xxxx8 |
cur***@a*****************.com |
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46 |
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50 |
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USA Financial Consultants |
4545 Murphy Canyon Rd Ste 209, San Diego, CA 92123 |
|
85856xxxx0 |
bac****@u***********.com |
4.8 |
23 |
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4.9 |
149 |
2960 |
566 |
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5 |
176 |
Mariner Wealth Advisors |
11512 El Camino Real # 370, San Diego, CA 92130 |
|
91364xxxx0 |
aad***@b**.com |
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Tracey Davis - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
dns*****@a***.com |
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Beacon Pointe Advisors |
12750 High Bluff Dr Ste 460, San Diego, CA 92130 |
|
85876xxxx8 |
aba*****@b***********.com |
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Edward Jones - Financial Advisor: Mark J Mertsoc? |
1800 Thibodo Rd Ste 250, Vista, CA 92081 |
|
76059xxxx0 |
a.-********@e**********.com |
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Pahal, Vora and Associates |
41973 6th St. Suite C, Temecula, CA 92590 |
|
61935xxxx3 |
dns*****@a***.com |
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125 |
1 |
133 |
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Financial Planning Consultants |
1450 Frazee Rd Ste 202, San Diego, CA 92108 |
|
61929xxxx4 |
3d@**w.fpconsultantsinc |
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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 |
|
85849xxxx8 |
dns*****@a***.com |
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Financial Planning Consultants |
1450 Frazee Rd Ste. 308, San Diego, CA 92108 |
|
61929xxxx4 |
3d@f***************.com |
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69 |
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Messenger Wealth Management, Inc. |
4835 Voltaire St, San Diego, CA 92107 |
|
61957xxxx8 |
adm**************@l**.com |
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Casting San Diego |
San Diego, CA 92101 |
|
31086xxxx3 |
gos***********@w**********.com |
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5 |
1 |
114 |
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124 |
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Capital Growth Inc. Wealth Management |
8910 University Center Ln, San Diego, CA 92122 |
|
85855xxxx0 |
art*@c***************.com |
5 |
3 |
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239 |
21 |
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Jean-Charles Lebours - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
dns*****@a***.com |
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Edelman Financial Engines |
3570 Carmel Mountain Rd, San Diego, CA 92130 |
|
83375xxxx3 |
a.j@e**********************.com |
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1 |
3 |
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Courtney Anderson EA Tax |
2801 B St, San Diego, CA 92102 |
|
85825xxxx4 |
cou*****@c*********.com |
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4.5 |
19 |
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Merrill Lynch Wealth Management Advisor Paul B Pintek? |
701 B St Ste 2400, San Diego, CA 92101 |
|
61969xxxx0 |
ale*********@m*.com |
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WFA San Diego |
3170 Fourth Avenue, Third Floor, San Diego, CA 92103 |
|
61949xxxx5 |
bro***@w****************.com |
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337 |
4 |
334 |
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Ameriprise Financial Inc |
San Diego, CA 92105 |
|
61954xxxx6 |
3d@**w.ameriprise |
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132657 |
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134546 |
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Stifel | Jeffrey P. Elman |
12544 High Bluff Dr Ste 190, San Diego, CA 92130 |
|
85875xxxx4 |
jef*******@s*****.com |
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Next Gen Financial Planning? |
2020 Camino del Rio N, San Diego, CA 92108 |
|
61936xxxx7 |
and***@n***********************.com |
5 |
7 |
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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 |
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5 |
6 |
199 |
12 |
201 |
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Santa Fe' Wealth Management, Inc. |
5755 Oberlin Dr #301, San Diego, CA 92121 |
|
61997xxxx3 |
has*****@s************.com |
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AJ Del Castillo - Financial Advisor, Ameriprise Financial Services, LLC |
3655 Nobel Dr UNIT 510, San Diego, CA 92122 |
|
97894xxxx5 |
dns*****@a***.com |
5.02 |
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Ocean Point Financial Systems Inc |
3565 Del Rey St Ste 204, San Diego, CA 92109 |
|
85827xxxx0 |
dia**@o******************.com |
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Robert Berry - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61923xxxx7 |
ade***********@m************.com |
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Robert Brower, CFP CIMA - UBS Financial Services Inc. |
600 W Broadway Suite 2100, San Diego, CA 92101 |
|
61955xxxx7 |
ade********@u**.com |
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Del Mar Financial Partners |
12544 High Bluff Dr, San Diego, CA 92130 |
|
85825xxxx0 |
bob**********@d*******.com |
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San Diego Real Estate & Loans |
Chula Vista, CA 91914 |
|
61932xxxx4 |
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5 |
1 |
1415 |
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1422 |
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Dark Horse CPAs |
2033 San Elijo Ave, Cardiff, CA 92007 |
|
61973xxxx4 |
3d@d********.cpa |
5 |
53 |
5 |
40 |
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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 |
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Jeffrey Lynn - Ameriprise Financial Services, LLC |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
dns*****@a***.com |
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Peck Financial Advisors |
7676 Hazard Center Dr #500, San Diego, CA 92108 |
|
80078xxxx4 |
cli***********@p*****.com |
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Phase Four Financial Solutions |
San Diego, CA 92108 |
|
61929xxxx3 |
je**@p*******.com |
5 |
2 |
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119 |
3 |
118 |
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James Schwager - Ameriprise Financial Services, LLC |
5405 Morehouse Dr Ste 140, San Diego, CA 92121 |
|
85862xxxx9 |
dns*****@a***.com |
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Preservation Financial & Insurance Services, Inc. |
3655 Nobel Drive Suite 270, San Diego, CA 92122 |
|
80030xxxx4 |
inf*@p********************.net |
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5 |
4 |
99 |
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99 |
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Retired Employees of San Diego County |
8825 Aero Dr, Ste 205, San Diego, CA 92123 |
|
61968xxxx9 |
boa**@r****.net |
4.3 |
3 |
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542 |
8 |
579 |
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De Groote Financial Group |
3013 Willow Lane, Thousand Oaks, CA 91361 |
|
80098xxxx2 |
chr**@d****************.com |
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377 |
|
379 |
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Wells Fargo Advisors |
10788 Black Mountain Rd, San Diego, CA 92126 |
|
85853xxxx0 |
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First Command Financial Advisor - Nick Wallace |
2650 Camino Del Rio N Suite 210, San Diego, CA 92108 |
|
61929xxxx2 |
ael******@f***********.com |
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6972 |
254 |
7467 |
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San Diego Painting & Refinishing |
San Diego, CA 92139 |
|
61933xxxx2 |
joh*****@e******.com |
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115 |
1 |
130 |
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USA Financial Consultants Inc. |
4545 Murphy Canyon Rd, Ste. 211, San Diego, CA 92123 |
|
85856xxxx0 |
fel***@u**********************.com |
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4.9 |
70 |
2977 |
490 |
2993 |
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|
Lucia Capital Group - Financial Planning and Wealth Education |
16789 Bernardo Center Drive, San Diego, CA 92128 |
|
18006xxxxx0 |
amo****@l*******.com |
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|
615 |
8 |
677 |
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Sanya Mulhern - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx2 |
bri*********@r**.com |
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220 |
|
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| Nathan Medina l LPL Financial CFP, Financial & Retirement Planning |
1255 Scott St, San Diego, CA 92106 |
|
61936xxxx6 |
|
5 |
5 |
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|
Wells Fargo Advisors |
9232 Miramar Rd, San Diego, CA 92126 |
|
85854xxxx0 |
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11 |
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|
Italian Honorary Consulate in San Diego |
250 W. Date St., San Diego, CA 92101 |
|
61980xxxx4 |
con***********@c***.esteri |
|
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401 |
1 |
412 |
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|
Define Financial |
12526 High Bluff Dr, San Diego, CA 92130 |
|
85834xxxx7 |
inf*@d**************.com |
5 |
9 |
5 |
10 |
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|
Peter Dold - Ameriprise Financial Services |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
|
85876xxxx1 |
dns*****@a***.com |
|
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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 |
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David J. CPA |
428 C St Suite 302 I, San Diego, CA 92101 |
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85876xxxx0 |
3d@d********.com |
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Pro-Vision Wealth Management |
5531 Cancha De Golf, San Diego, CA 92101 |
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16192xxxxx8 |
lar**@p***************.com |
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5 |
3 |
225 |
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222 |
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David Harris - UBS Financial Services Inc. |
600 W Broadway Suite 2100, San Diego, CA 92101 |
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61955xxxx9 |
ade********@u**.com |
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Warren Stone Duthie |
One America Plaza, 600 W Broadway Ste 600, San Diego, CA 92101 |
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61923xxxx7 |
web******@n*****************.com |
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Brian Kurlan Financial Advisor |
1200 Prospect St, La Jolla, CA 92037 |
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61960xxxx5 |
aar*********@w******.com |
5 |
2 |
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5 |
7 |
235 |
1 |
233 |
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San Diego Financial Advisor - Platt Wealth Management |
3838 Camino Del Rio N, San Diego, CA 92108 |
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61925xxxx4 |
con****@i*********.com |
5 |
2 |
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DePauw Johnson Tax & Financial Services |
400 South Melrose Dr, Vista, CA 92081 |
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76094xxxx3 |
inf*@d********.com |
4.6 |
28 |
4.5 |
21 |
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GuidedChoice Investment Advice |
8910 University Center Ln, Ste 400, San Diego, CA 92122 |
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80077xxxx9 |
dbe*****@g***********.com |
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29991 |
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29820 |
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Bradley Wealth Management |
350 10th Ave Ste 820, San Diego, CA 92101 |
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61951xxxx0 |
ale*@b************.com |
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767 |
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Charles L Palmer III - Morgan Stanley |
5796 Armada Dr Ste 200, Carlsbad, CA 92008 |
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76093xxxx5 |
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LPL Financial |
402 W Broadway Ste 400, San Diego, CA 92101 |
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61944xxxx2 |
art*********@l**.com |
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109 |
2 |
108 |
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Blue Ocean Financial |
110 W A St #600, San Diego, CA 92101 |
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61921xxxx8 |
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Edward Jones - Financial Advisor: Justin Peek |
3451 Via Montebello, Carlsbad, CA 92009 |
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76063xxxx7 |
a.-********@e**********.com |
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5 |
1 |
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Aperture Financial |
1420 Kettner Boulevard, Suite 300, San Diego, CA 92101 |
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61978xxxx1 |
dev**@a**********.com |
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5 |
1 |
156 |
2 |
155 |
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Tom Luong - Financial Advisor, Ameriprise Financial Services, LLC |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
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85876xxxx1 |
dns*****@a***.com |
3.513 |
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L J K Financial Services |
4639 Huron Ave, San Diego, CA 92117 |
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61927xxxx4 |
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Alex Friedberg, Partner with New York Life |
4365 Executive Dr. Suite 800, San Diego, CA 92121 |
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85862xxxx8 |
a.-**************@n**********.com |
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5 |
9 |
299 |
3 |
302 |
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The Tax & Estate Planning Forum |
2470 Union St, San Diego, CA 92101 |
|
80033xxxx5 |
adm**@t***************************.com |
4.4 |
7 |
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5 |
4 |
138 |
4 |
150 |
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WealthBuilders |
704 J St, San Diego, CA 92101 |
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40864xxxx8 |
doe**@w*********.com |
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5 |
10 |
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Cheryl Lopez - Ameriprise Financial Services, LLC |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
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85876xxxx1 |
dns*****@a***.com |
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Merrill Lynch |
701 B St, San Diego, CA 92101 |
|
61969xxxx0 |
a-k**********@m*.com |
4.7 |
3 |
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5 |
26 |
1080 |
26 |
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Datsun Auto Wrecking San Diego CA |
6550 Datsun St, San Diego, CA 92154 |
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61966xxxx4 |
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3.6 |
48 |
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298 |
12 |
303 |
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Illumination Wealth Management |
4320 La Jolla Village Dr #210, San Diego, CA 92122 |
|
85824xxxx5 |
chr********@i*****************.com |
5 |
2 |
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My Big Debt - Debt Relief Program |
113 West G Street #610, San Diego, CA 92101 |
|
80085xxxx1 |
605*****************************@s**********.wixpress |
4.7 |
137 |
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439 |
4 |
440 |
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Define Financial |
12526 High Bluff Dr #238, San Diego, CA 92130 |
|
85834xxxx7 |
inf*@d**************.com |
5 |
11 |
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5 |
12 |
407 |
2 |
420 |
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Chris Cooper & Company |
4080 Centre St, Suite 202, San Diego, CA 92103 |
|
80035xxxx4 |
chr**@c**********.com |
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4.1 |
7 |
126 |
2 |
131 |
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William Kim, Tax & Financial Group (TFG), Financial Advisor/Financial Planning |
5075 Shoreham Pl #280, San Diego, CA 92122 |
|
85826xxxx4 |
abi****@t******.com |
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186 |
107 |
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Aspiriant | San Diego |
12481 High Bluff Dr Suite 110, San Diego, CA 92130 |
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85875xxxx9 |
aca****************@a********.com |
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Armond Wietzel - Ameriprise Financial Services, Inc |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
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Jan Pretorius - Ameriprise Financial Services |
4455 Morena Blvd Ste 215, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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Nicholas-Applegate Capital |
600 W Broadway, San Diego, CA 92101 |
|
61968xxxx0 |
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Chisholm Financial Planning & Investments |
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61978xxxx4 |
jen**@c************************.com |
5 |
1 |
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Dowling & Yahnke Wealth Advisors |
12265 El Camino Real UNIT 300, San Diego, CA 92130 |
|
85850xxxx0 |
ala***********@d*******.com |
5 |
1 |
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Dmitriy Bgatov - Ameriprise Financial Services |
11440 W Bernardo Ct Ste 300, San Diego, CA 92127 |
|
85895xxxx5 |
dmi***********@a***.com |
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HoyleCohen, LLC |
9350 Waxie Way, Suite 500, San Diego, CA 92123 |
|
85857xxxx0 |
apr**********@h*********.com |
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5 |
4 |
109 |
27 |
123 |
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Elegant Financial |
4061 Oceanside Blvd Ste J, Oceanside, CA 92056 |
|
76072xxxx7 |
b1e*************************************@w*****************.com |
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5 |
4 |
Northwestern Mutual |
600 W BRdway #600, San Diego, CA 92101 |
|
61923xxxx8 |
3d@n*****************.com |
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4.2 |
917 |
104757 |
15640 |
106249 |
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John O Todd III |
One America Plaza, 600 W Broadway #600, San Diego, CA 92101 |
|
61923xxxx5 |
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Zion Financial Management |
1620 Fifth Ave, San Diego, CA 92101 |
|
61969xxxx6 |
605*****************************@s**********.wixpress |
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Ameriprise Financial |
5927 Balfour Ct Ste 207, Carlsbad, CA 92008 |
|
76080xxxx4 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Juan Pablo (JP) Bustamante |
701 B St, 24th Floor, San Diego, CA 92101 |
|
61969xxxx9 |
ale*********@m*.com |
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Edward Jones - Financial Advisor: David S Peterson |
12750 Carmel Country Rd, San Diego, CA 92130 |
|
85852xxxx0 |
a.-********@e**********.com |
4.9 |
30 |
5 |
5 |
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Merrill Lynch Wealth Management |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
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3 |
2 |
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Laurens Rhinelander - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx4 |
dns*****@a***.com |
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Client Benefit Insurance Services |
10769 Woodside Avenue Ste 103, Santee, CA 92071 |
|
85856xxxx0 |
605*****************************@s**********.wixpress |
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5 |
4 |
102 |
5 |
101 |
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Tony Ricci |
2831 Camino Del Rio S, San Diego, CA 92108 |
|
61979xxxx4 |
ton*******@l**.com |
5 |
1 |
5 |
4 |
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Rowling & Associates |
8889 Rio San Diego Dr # 202, San Diego, CA 92108 |
|
61929xxxx0 |
cpa*@r******.com |
3 |
2 |
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San Diego Home Loan |
600 B Street Suite 300, San Diego, CA 92101 |
|
61964xxxx9 |
edg**@p****.com |
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1449 |
367 |
1474 |
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Mission Hills Financial |
1633 West Lewis Street, San Diego, CA 92103 |
|
61929xxxx0 |
des****@m********************.com |
5 |
2 |
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5 |
1 |
141 |
11 |
145 |
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Define Financial |
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|
85834xxxx7 |
inf*@d**************.com |
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5 |
15 |
409 |
2 |
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5 |
15 |
Charles Schwab |
7777 Fay Ave Ste 105, San Diego, CA 92037 |
|
85855xxxx1 |
alt**********************@s*****.com |
4 |
2 |
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AVRExpos - San Diego, CA |
7465 Mission Gorge Rd, Unit 123, San Diego, CA 92120 |
|
85821xxxx2 |
bxx@a*******.com |
5 |
4 |
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51 |
|
52 |
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Courtney Anderson EA Tax |
2801 B St Unit 2126, San Diego, CA 92102 |
|
85825xxxx4 |
cou*****@c*********.com |
5 |
7 |
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Cetera Investors |
9275 Sky Park Ct #425, San Diego, CA 92123 |
|
85865xxxx0 |
ann**********@c**************.com |
5 |
2 |
|
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|
1889 |
106 |
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Pete Williams Farmers Insurance Agency |
7946 Ivanhoe Ave #222, La Jolla, CA 92037 |
|
85858xxxx6 |
age*********@z***.eu |
5 |
13 |
|
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5 |
6 |
505 |
11 |
525 |
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|
Santiago Financial, Inc. |
161 Fashion Lane #206, Tustin, CA 92780 |
|
71473xxxx0 |
ali**@s****************.com |
4.3 |
82 |
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4.5 |
47 |
1575 |
2 |
1596 |
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Charles Schwab |
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nam*@e******.com |
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4 |
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Wealth Planners |
500 Third Ave, San Diego, CA 92101 |
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61923xxxx7 |
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Commonwealth Financial Network |
110 W A St UNIT 1800, San Diego, CA 92101 |
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61947xxxx0 |
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Merrill Lynch Wealth Management Advisor ELOY CELIS SANCHEZ? |
701 B St 24th Fl, San Diego, CA 92101 |
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61969xxxx9 |
ale*********@m*.com |
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Benjamin Nussbaum, CFP - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
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85894xxxx2 |
ade********@u**.com |
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San Diego Tax & Wealth Management |
7777 Alvarado Rd #405, La Mesa, CA 91942 |
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61969xxxx2 |
bho**@s**********.com |
5 |
3 |
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John F. Howells, CFP ® , ChFC ® , CLU ® |
701 B St, San Diego, CA 92101 |
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76094xxxx0 |
ana*********@e********.com |
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First Allied Financial Services, Inc. |
16162 Beach Blvd., #250, Huntington Beach, CA 92647 |
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71437xxxx0 |
d*t*@f***************************.com |
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5 |
1 |
132 |
1 |
135 |
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Wedbush Morgan Securities Inc |
501 W Broadway Ste 2000, San Diego, CA 92101 |
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61923xxxx0 |
a.c*******@w******.com |
4.3 |
19 |
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4500 |
292 |
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Independent Capital Management, Inc. |
3131 Camino Del Rio N #810, San Diego, CA 92108 |
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61928xxxx2 |
a.a@i***********.com |
4 |
4 |
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13533 |
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13000 |
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AZCA Financial Group |
2888 Loker Avenue East, Suite 204, Carlsbad, CA 92010 |
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76060xxxx2 |
cwe***@a*****************.com |
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Michael Walsh - Ameriprise Financial Services, LLC |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
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85879xxxx4 |
dns*****@a***.com |
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Merrill Lynch Wealth Management Advisor Kelly S. Garton |
701 B St 24th Floor, San Diego, CA 92101 |
|
85867xxxx1 |
ale*********@m*.com |
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Edward Jones - Financial Advisor: Todd W Stucker? |
300 Carlsbad Village Dr Ste 119, Carlsbad, CA 92008 |
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85851xxxx6 |
a.-********@e**********.com |
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Decision Investments |
4445 Eastgate Mall, Ste 200, San Diego, CA 92121 |
|
85881xxxx6 |
amp*********@d******************.com |
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4.3 |
6 |
126 |
3 |
122 |
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Bair Financial Planning |
7676 Hazard Center Dr #1050 Ste 1050, San Diego, CA 92108 |
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61954xxxx0 |
afo****@w*******.com |
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662 |
125 |
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1 |
Merrill Lynch Wealth Management Advisor Roberto A Vila |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx2 |
ale*********@m*.com |
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Pacific Wealth Management |
11512 El Camino Real #350, San Diego, CA 92130 |
|
85850xxxx7 |
adm**@p********.com |
4.7 |
14 |
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Successful Retiement Solutions |
8787 Complex Dr #410, San Diego, CA 92123 |
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61946xxxx3 |
dav**@s******************.com |
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Bull Oak Capital |
4747 Executive Dr, San Diego, CA 92121 |
|
85899xxxx0 |
3d@b*************.com |
5 |
20 |
5 |
42 |
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Parabolic Asset Management - San Diego Financial Advisor |
8465 Regents Rd Ste 201, San Diego, CA 92122 |
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61988xxxx0 |
hey*******@g****.com |
5 |
4 |
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Thomas G Ventimiglia |
8910 University Center Ln Ste 300, San Diego, CA 92122 |
|
85862xxxx5 |
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David Spataro - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx1 |
dav**********@a***.com |
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San Diego BMW CCA |
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aus*********@s*******.com |
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1592 |
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1733 |
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Charles Schwab |
12481 High Bluff Dr #100, San Diego, CA 92130 |
|
85852xxxx4 |
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4.7 |
6 |
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Wells Fargo Advisors |
13520 Evening Creek Dr E #500, San Diego, CA 92128 |
|
85824xxxx0 |
a.b@w*****************.com |
1 |
1 |
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John Tanner - Financial Advisor, Ameriprise Financial Services, LLC |
5405 Morehouse Dr #140, San Diego, CA 92121 |
|
85845xxxx0 |
dns*****@a***.com |
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Cady North - North Financial Advisors? |
704 J St, San Diego, CA 92101 |
|
92926xxxx7 |
24e*************************************@w*****************.com |
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Dean Roland Russell LLC, Family Wealth Management |
10815 Rancho Bernardo Rd #230, San Diego, CA 92127 |
|
85848xxxx7 |
inf*@d********.com |
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Neruda, Francis Ameriprise Financial |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
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Avenue Advisors LLC |
12636 High Bluff Dr Suite 400, San Diego, CA 92130 |
|
85858xxxx4 |
d_j@a*************.com |
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Delphi Private Advisors |
3611 Valley Centre Dr #125, San Diego, CA 92130 |
|
85822xxxx0 |
adm***********@d************.com |
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TSR Inc |
401 W A St, San Diego, CA 92101 |
|
61923xxxx7 |
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South West Securities |
750 B St UNIT 1000, San Diego, CA 92101 |
|
61923xxxx2 |
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LPL Financial |
3511 Camino del Rio S UNIT 406, San Diego, CA 92108 |
|
61928xxxx7 |
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Azul Financial Planning - Ameriprise Financial Services, LLC |
2535 Camino del Rio S #115, San Diego, CA 92108 |
|
61923xxxx8 |
dns*****@a***.com |
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Brian Venn - Financial Advisor, Ameriprise Financial Services, LLC |
5898 Copley Dr, San Diego, CA 92111 |
|
85876xxxx7 |
bri*******@a***.com |
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Merrill Lynch Wealth Management |
4624 Paseo De La Vis, Bonita, CA 91902 |
|
61969xxxx0 |
abu**@b************.com |
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Rhinelander, Lewis, Cohn & Associates - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx6 |
dns*****@a***.com |
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Remarie Cajucom Dinogan | New York Life Insurance |
4365 Executive Dr Ste 800, San Diego, CA 92121 |
|
85862xxxx5 |
rcd******@f*.newyorklife |
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123 |
31 |
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AWM Global Advisors |
750 B St, San Diego, CA 92101 |
|
61922xxxx0 |
aal****@a****.com |
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5 |
1 |
San Diego Defenders |
585 3rd Ave, Chula Vista, CA 91910 |
|
61923xxxx0 |
*m.*@s****************.com |
5 |
71 |
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4.6 |
11 |
261 |
5 |
291 |
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Morgan Stanley Financial Advisors? |
101 W Broadway, Ste 1800, San Diego, CA 92101 |
|
61923xxxx1 |
ade***********@m************.com |
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Wealth Enhancement Group |
120 C Ave Ste 170, Coronado, CA 92118 |
|
61955xxxx0 |
aba****@w****************.com |
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Open Door Financial |
3465 Camino del Rio S STE 250, San Diego, CA 92108 |
|
61979xxxx3 |
df6*************************************@w*****************.com |
5 |
2 |
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Parabolic Asset Management - San Diego Financial Advisor |
7565 Charmant Dr UNIT 502, San Diego, CA 92122 |
|
|
rai****@p********.us |
5 |
10 |
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5 |
10 |
99 |
|
100 |
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Carmel Capital Partners |
4435 Eastgate Mall, San Diego, CA 92121 |
|
85845xxxx4 |
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|
Real Estate in San Diego County and California |
12770 El Camino Real, Suite 100, San Diego, CA 92130 |
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Chris Shamoon - State Farm Insurance Agent |
10440 Clairemont Mesa Blvd, San Diego, CA 92124 |
|
85873xxxx8 |
chr**@c***********.com |
5 |
24 |
|
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5 |
14 |
279 |
14 |
299 |
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Gillespie Group Wealth Management |
909 Prospect St, Ste 100e, La Jolla, CA 92037 |
|
85835xxxx2 |
605*****************************@s**********.wixpress |
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|
394 |
1 |
398 |
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Chisholm Financial Planning & Investments |
3550 Camino Del Rio N #207, San Diego, CA 92108 |
|
61978xxxx4 |
chi****************************************@a********.com |
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Wealth Legacy Group®, Inc. |
4540 Kearny Villa Rd # 114, San Diego, CA 92123 |
|
85856xxxx3 |
333*********@w**************.com |
5 |
11 |
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Driven Wealth Management |
2445 Poinsettia Dr, San Diego, CA 92106 |
|
61963xxxx0 |
|
5 |
2 |
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|
The AIM Financial Consulting Group, Inc. |
|
|
61929xxxx0 |
dfo****@a***********.cc |
|
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58 |
|
55 |
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|
Gregory Martin II - Financial Planner |
San Diego, CA 92101 |
|
76080xxxx7 |
doe*****@m***********.myhomehq |
|
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13 |
|
13 |
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|
Axiom Advisory, LLC |
750 B St Suite 1610, San Diego, CA 92101 |
|
61929xxxx8 |
hel**@a************.com |
|
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Mission Home Mortgage |
3033 5th Ave, San Diego, CA 92103 |
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61943xxxx2 |
ala*@m******************.com |
4.9 |
135 |
4.5 |
12 |
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The Rosen McGhee Group - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
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61954xxxx5 |
ade***********@m************.com |
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Dan Rosen - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
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61923xxxx1 |
ade***********@m************.com |
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Merrill Lynch Wealth Management |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx0 |
bro*********@m*.com |
5 |
3 |
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Miguel Hernandez - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
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61954xxxx1 |
ade***********@m************.com |
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Egan Yamamura - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
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85879xxxx9 |
dns*****@a***.com |
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Serenity Financial Planning - Financial Planning in La Jolla, California |
16870 W Bernardo Dr #400, San Diego, CA 92127 |
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85825xxxx5 |
ann************@l**.com |
5 |
10 |
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227 |
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Merrill Lynch Wealth Management Advisor Rodrigo K Hanna |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx7 |
ale*********@m*.com |
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Unlimited Income Tax, Bookkeeping & Travel Services |
442 W. Highland Ave., Ste. # C, San Bernardino, CA 92405 |
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87782xxxx5 |
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2 |
6 |
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4.8 |
26 |
523 |
63 |
532 |
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Gregory R Schmitt, Financial Planner, MassMutual Pacific Coast |
4275 Executive Sq. Ste 400, La Jolla, CA 92037 |
|
76021xxxx4 |
adv*****************@m*********.com |
3.3 |
7 |
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83 |
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83 |
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Stone Steps Financial? |
533 2nd St Ste 207, Encinitas, CA 92024 |
|
76045xxxx7 |
fir**@s******************.com |
5 |
29 |
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Optify Financial |
845 15th St Ste 103, San Diego, CA 92101 |
|
61959xxxx0 |
inf*@o**************.com |
5 |
1 |
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USA College Planners |
1660 Hotel Cir N, San Diego, CA 92108 |
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61926xxxx7 |
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U.S. Bank – Wealth Management Banker: Delia Ruemenapp |
16880 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx9 |
aar************@u*****.com |
5.01 |
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341231 |
3973 |
343791 |
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Edward Jones - Financial Advisor: Todd W Stucker |
700 Garden View Ct Ste 203, Encinitas, CA 92024 |
|
76075xxxx5 |
a.-********@e**********.com |
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Irs Protection Plan |
8030 La Mesa Blvd, La Mesa, CA 91942 |
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61967xxxx9 |
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Aligned Financial Planning |
1420 Kettner Blvd, San Diego, CA 92101 |
|
85835xxxx0 |
kxx**********@a***********************.com |
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U.S. Bancorp Investments - Financial Advisors |
1455 Frazee Rd Ste 104, San Diego, CA 92108 |
|
61927xxxx0 |
aar************@u*****.com |
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345 |
341230 |
3973 |
343790 |
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The Maglio Group HomeStreet Bank |
4370 La Jolla Village Dr, San Diego, CA 92122 |
|
85822xxxx3 |
abd**************@h*********.com |
4.6 |
9 |
4 |
5 |
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Walmart San Diego - Murphy Canyon Rd |
3382 Murphy Canyon Rd, San Diego, CA 92123 |
|
85857xxxx4 |
!ol***@w******.com |
3.9 |
6448 |
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2047 |
13298 |
2041 |
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USA Mortgage - San Diego |
11622 El Camino Real, Ste 100, San Diego, CA 92130 |
|
85844xxxx4 |
bar*******@u***********.com |
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5 |
8 |
27 |
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30 |
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Teddy Dowding, Investment Sales Broker |
9255 Towne Centre Dr, Ste 700, San Diego, CA 92121 |
|
85899xxxx1 |
ala*@r***.com |
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545 |
4 |
538 |
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Modern Money Management |
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85822xxxx5 |
nni******@y****.com |
5 |
6 |
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Merrill Lynch Wealth Management Advisor Keith Kitagawa |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx4 |
ale*********@m*.com |
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Raymond James & Associates |
13500 Evening Creek Dr N Ste 100, San Diego, CA 92128 |
|
85885xxxx3 |
a.-************@r***********.com |
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17473 |
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18000 |
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Edward Jones Investments |
2222 Fern St, San Diego, CA 92104 |
|
61951xxxx4 |
a.-********@e**********.com |
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Wisdom Wealth Management - Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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163 |
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179 |
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Creative Planning |
7777 Alvarado Rd, La Mesa, CA 91942 |
|
80068xxxx7 |
a.j******@c***************.com |
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6159 |
81 |
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Dollar Smart Money Centers |
405 Washington St, San Diego, CA 92103 |
|
61954xxxx0 |
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5 |
5 |
714 |
46 |
734 |
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Merrill Lynch Wealth Management Advisor Gilda J Aceves |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx5 |
ale*********@m*.com |
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Constant, Athena, AGT |
12555 High Bluff Dr, San Diego, CA 92130 |
|
85834xxxx0 |
ame******************@a***.com |
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132656 |
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134659 |
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Wealth Alliance Tax & Financial Services |
1870 Cordell Ct, Ste 106, El Cajon, CA 92020 |
|
61957xxxx7 |
bri**@w*********.com |
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111 |
6 |
110 |
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Ben D Grad - Financial Advisor, Ameriprise Financial Services, LLC |
2535 Camino del Rio S #115, San Diego, CA 92108 |
|
61923xxxx8 |
dns*****@a***.com |
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Alissa Todd - The Wealth Consulting Group |
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108 |
|
61926xxxx6 |
ali***@w*******.com |
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5 |
4 |
411 |
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428 |
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Rachel Paulin - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx2 |
rbc*********@r**.com |
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BLOCKVEST |
101 Broadway, San Diego, CA 92101 |
|
80075xxxx7 |
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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 |
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Jim Lynch - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx4 |
rbc*********@r**.com |
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14777 |
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16000 |
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San Diego Wealth |
6390 Greenwich Dr, San Diego, CA 92122 |
|
85827xxxx5 |
ari**@s*************.com |
|
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5 |
5 |
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Edward Jones - Financial Advisor: David Harding, AAMS™|CRPC™ |
3029 Adams Ave, San Diego, CA 92116 |
|
61928xxxx6 |
a.j*********@e**********.com |
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Bank of America Private Client Advisor Lauri Ann Smith |
701 B St, San Diego, CA 92101 |
|
61951xxxx7 |
ban**********@e****.bankofamerica |
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Comprehensive Financial Group |
6265 Greenwich Dr #125, San Diego, CA 92122 |
|
85862xxxx6 |
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Merrill Lynch Wealth Management |
7825 Fay Ave Suite 300, La Jolla, CA 92037 |
|
85845xxxx9 |
ale*********@m*.com |
5 |
1 |
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Melbrod Wealth Management |
13520 Evening Creek Dr N Suite 130, San Diego, CA 92128 |
|
76047xxxx2 |
inf*@m******.com |
5 |
2 |
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Comprehensive Advisor? |
2011 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76081xxxx5 |
bre**@c*******************.com |
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My Solo 401k Financial |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
80048xxxx1 |
bus*****@m*********.net |
4.9 |
53 |
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Scripps Wealth Management |
9915 Mira Mesa Blvd, Ste 110, San Diego, CA 92131 |
|
85827xxxx8 |
ben@p************.com |
|
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19 |
3 |
20 |
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San Diego Manufactured Housing |
|
|
61974xxxx7 |
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5 |
1 |
53 |
|
55 |
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Bull Oak Capital |
4747 Executive Drive #1010, San Diego, CA 92121 |
|
85899xxxx0 |
aly***@b*************.com |
5 |
20 |
|
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185 |
39 |
193 |
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LPL Financial Services |
7863 La Mesa Blvd, La Mesa, CA 91942 |
|
61946xxxx0 |
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|
The San Diego Legacy Group - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61923xxxx1 |
ade***********@m************.com |
|
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|
Copley Financial Group, Inc. |
2650 Camino Del Rio N Ste 350, San Diego, CA 92108 |
|
61929xxxx8 |
d-j@f***********************.com |
4.9 |
50 |
|
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|
557 |
26 |
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5 |
28 |
FSI Wealth Management |
1455 Frazee Rd Suite 804, San Diego, CA 92108 |
|
61968xxxx1 |
aar***@t*************.com |
|
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251 |
17 |
|
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SimpliFi |
9666 Businesspark Ave Suite 111, San Diego, CA 92131 |
|
87769xxxx0 |
ale***@r***********.com |
5 |
12 |
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|
University of California |
|
|
|
ada*******@u*********************.edu |
|
|
|
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|
|
166144 |
|
176099 |
|
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|
Debra K Haverly, CPA |
411 Camino Del Rio S, San Diego, CA 92108 |
|
61956xxxx4 |
3d@**w.incometaxassist |
3.7 |
6 |
4 |
21 |
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LPL Financial |
591 Camino De La Reina, San Diego, CA 92108 |
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80087xxxx0 |
aar*********@l**.com |
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19867 |
200 |
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Dawson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
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61955xxxx2 |
ben*******************@u**.com |
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Jorge Guerra - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
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61954xxxx0 |
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Western Financial Corporation |
600 B St STE 2204, San Diego, CA 92101 |
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61954xxxx0 |
mat****@w**********.com |
5 |
1 |
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Scott Dickerson, CFP, RICP, Chartered Financial Consultant |
8910 University Center Lane, Ste. 150, San Diego, CA 92122 |
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85855xxxx0 |
a-h********@m***********.com |
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24 |
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22 |
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Fresh Method Financial (402 West Broadway, San Diego) |
402 West Broadway, San Diego, CA 92101 |
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61937xxxx6 |
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1 |
1 |
1 |
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Falcon Wealth Planning |
600 W Broadway Suite 700, San Diego, CA 92101 |
|
85596xxxx6 |
cca*****@f*******************.com |
5.012 |
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San Diego Athletics |
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85841xxxx2 |
jen**@a***************.com |
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4.7 |
121 |
3853 |
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3887 |
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Pacific Coast Financial Planning Group - Ameriprise Financial Services, LLC |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
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85869xxxx6 |
aly****************@a***.com |
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189 |
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The Financial Planning & Investment Group |
4455 Morena Blvd #215, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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AdvisorTouch |
113 G St #816, San Diego, CA 92101 |
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85876xxxx0 |
adm**@a***********.com |
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Wealth Preservation, LLC |
12520 High Bluff Dr Suite 360, San Diego, CA 92130 |
|
85836xxxx3 |
dav*@w********************.com |
5 |
3 |
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5 |
13 |
408 |
2 |
397 |
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New American Funding - San Diego, CA |
1615 Murray Canyon RdSuite 1050, San Diego, CA 92108 |
|
61930xxxx5 |
a.-******@n*****************.com |
4.9 |
72 |
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4.6 |
10 |
78 |
89 |
90 |
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Pamela Matthews - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx7 |
dns*****@a***.com |
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Sunbelt Financial Corporation |
9449 Balboa Ave #312, San Diego, CA 92123 |
|
85860xxxx7 |
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Heritage Investments and Retirement Planning, Inc. |
8880 Rio San Diego Dr Suite 835, San Diego, CA 92108 |
|
61943xxxx4 |
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Nautica Wealth Advisors |
11440 W Bernardo Ct Suite 290, San Diego, CA 92127 |
|
85825xxxx0 |
inf*@n*********.net |
4.7 |
3 |
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451 |
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452 |
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Practice CFO |
13400 Sabre Springs Parkway #255, San Diego, CA 92128 |
|
80067xxxx2 |
aar**@p**********.com |
5 |
32 |
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5 |
2 |
181 |
3 |
194 |
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Beacon Retirement Planning Group |
2100 Palomar Airport Rd, Carlsbad, CA 92011 |
|
85534xxxx3 |
inf*@b*******.com |
3 |
1 |
3 |
2 |
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Edward Jones - Financial Advisor: Peter A Susic, CFP®|CFA? |
2888 Loker Ave E Ste 304, Carlsbad, CA 92010 |
|
76047xxxx0 |
a.-********@e**********.com |
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TIAA (San Diego) |
3655 Nobel Drive, Suite 140, San Diego, CA 92122 |
|
87755xxxx8 |
acc******************@t***.org |
5 |
2 |
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1 |
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1 |
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Telesis Financial |
7777 Alvarado Rd, La Mesa, CA 91942 |
|
61946xxxx4 |
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Luminous Financial Group |
11622 El Camino Real Ste 100, San Diego, CA 92130 |
|
85876xxxx0 |
chr*******@l*********.com |
5 |
3 |
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75 |
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78 |
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Bair Financial Group |
1010 University Ave, San Diego, CA 92103 |
|
61949xxxx9 |
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FSI Wealth Management Inc. |
1455 Frazee Rd Suite 804, San Diego, CA 92108 |
|
61968xxxx1 |
col***@f********.net |
5 |
11 |
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249 |
15 |
252 |
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Chrysalis Wealth Partners - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx0 |
ade********@u**.com |
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Terri Brown - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61954xxxx5 |
ade***********@m************.com |
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Dwayne DW Kitchen - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
car*********@a***.com |
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Robinson Wealth Management of Raymond James |
8910 University Center Ln, San Diego, CA 92122 |
|
85832xxxx1 |
a.-************@r***********.com |
5 |
4 |
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Ryan Souligny - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx6 |
rbc*********@r**.com |
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10947 |
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12226 |
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Crest Capital Advisors |
12680 High Bluff Dr Suite 450, San Diego, CA 92130 |
|
85835xxxx0 |
amo***@h****************.com |
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Morgan Stanley Financial Advisors |
4350 La Jolla Village Dr Ste 1000, San Diego, CA 92122 |
|
85859xxxx7 |
ade***********@m************.com |
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Canter Wealth |
7825 Fay Ave, La Jolla, CA 92037 |
|
85881xxxx0 |
bga*****@c***********.com |
5 |
8 |
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Lance Pelky & Associates |
3550 Camino Del Rio N, San Diego, CA 92108 |
|
61928xxxx8 |
lan***@p****.com |
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5 |
3 |
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Krause Wealth Partners |
350 Tenth Ave, San Diego, CA 92101 |
|
85836xxxx2 |
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The Financial Planning & Investment Group |
4455 Morena Blvd, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
|
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4.5 |
12 |
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Edward Jones - Financial Advisor: Henry DeMatteis III? |
911 A Hacienda Dr, Vista, CA 92081 |
|
76047xxxx0 |
a.-********@e**********.com |
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Prestige Financial and Insurance Services, Inc. |
6300 Wilshire Blvd, Ste 2200, Los Angeles, CA 90048 |
|
32378xxxx7 |
eah****@p**********.com |
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400 |
10 |
403 |
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Jeffrey Lynn - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
dns*****@a***.com |
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Carlo Boton - Ameriprise Financial Services |
45 N Broadway, Chula Vista, CA 91910 |
|
85876xxxx8 |
car********@a***.com |
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Chet Atlas Certified Financial |
6120 Paseo Del Norte, Carlsbad, CA 92011 |
|
76073xxxx0 |
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Edward Jones - Financial Advisor: Casey A Caliva, AAMS® |
2222 Fern St, San Diego, CA 92104 |
|
61951xxxx4 |
a.-********@e**********.com |
5 |
1 |
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Joe Rogers - Northwestern Mutual |
4225 Executive Square, Ste 1250, La Jolla, CA 92037 |
|
85835xxxx4 |
ade********@n*.com |
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2 |
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2 |
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Wilsey Asset Management |
10680 Treena St #160, San Diego, CA 92131 |
|
85854xxxx6 |
bre***@w********************.com |
5 |
1 |
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Integrated Financial Concepts |
2525 Camino del Rio S #320, San Diego, CA 92108 |
|
61922xxxx7 |
ain*******@i****.com |
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Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85879xxxx8 |
dns*****@a***.com |
4.03 |
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Merrill Lynch Wealth Management Advisor John Taylor? |
1000 Aviara Pkwy Ste 200, Carlsbad, CA 92011 |
|
76093xxxx4 |
ale*********@m*.com |
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Dean Roland Russell LLC, Family Wealth Management |
16880 W Bernardo Dr STE 170, San Diego, CA 92127 |
|
85848xxxx7 |
inf*@d********.com |
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Sean Reynolds - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61954xxxx1 |
3d@a******.morganstanley |
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Andrew Hathaway - Ameriprise Financial Services, LLC |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
|
85895xxxx0 |
dns*****@a***.com |
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Bryce Herman - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx7 |
ade********@u**.com |
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Brandon Sussman - Financial Advisor |
600 W Broadway, San Diego, CA 92101 |
|
94987xxxx8 |
ade********@n*.com |
5 |
19 |
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First Command |
2650 Camino Del Rio N #210, San Diego, CA 92108 |
|
61929xxxx2 |
aab*******@f***********.com |
5 |
27 |
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7166 |
263 |
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Morgan Stanley Financial Advisors |
16644 W Bernardo Dr Suite 400, San Diego, CA 92127 |
|
85867xxxx0 |
ade***********@m************.com |
5 |
2 |
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PJ Chryssostomides Jr - Financial Advisor, Ameriprise Financial Services, LLC |
1525 W Lewis St, San Diego, CA 92103 |
|
61928xxxx6 |
dns*****@a***.com |
3.02 |
|
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Linsco-Private Ledger Corp. |
12141 Charbono St, San Diego, CA 92131 |
|
85853xxxx4 |
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Andreasen Gleeson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Suite 2100, San Diego, CA 92101 |
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61955xxxx3 |
ade********@u**.com |
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Jessica Simmons - Financial Advisor, Ameriprise Financial Services, LLC |
9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131 |
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85876xxxx2 |
dns*****@a***.com |
5.02 |
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LPL FINANCIAL - Arthur Muniz, CFP®, CPFA |
402 W Broadway Ste 400, San Diego, CA 92101 |
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61944xxxx2 |
art*********@l**.com |
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TK Pacific Wealth |
120 Birmingham Dr, Cardiff by the Sea, CA 92007 |
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61973xxxx9 |
inf*@s***************.com |
5 |
8 |
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Financial Advisors | U.S. Bancorp Investments? |
7730 El Camino Real, Carlsbad, CA 92009 |
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76094xxxx1 |
aar************@u*****.com |
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RockSteady Financial Group |
4455 Murphy Canyon Rd #100-20, San Diego, CA 92123 |
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85838xxxx3 |
03d*************************************@w*****************.com |
5 |
3 |
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Merrill Lynch Wealth Management Advisor John A Galano |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx8 |
ale*********@m*.com |
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Woodson Wealth Management |
Ramona, CA |
|
85892xxxx0 |
adm**@w********.com |
5 |
8 |
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152 |
49 |
170 |
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Women in Real Estate San Diego |
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61953xxxx2 |
aar**********@e********.com |
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25 |
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32 |
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Duncan Financial |
600 W Broadway Ste 600, San Diego, CA 92101 |
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61923xxxx9 |
cha****@d**************.com |
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Absolute Financial |
2173 Salk Ave #250, Carlsbad, CA 92008 |
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76048xxxx9 |
bob@a********.net |
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Hearthstone Advisors Inc |
380 Stevens Ave, Solana Beach, CA 92075 |
|
85879xxxx7 |
hea********@h**********.com |
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Ashley Ortega at CMG Financial |
1033 B Ave Suite 105, Coronado, CA 92118 |
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61955xxxx5 |
aac****@c****.com |
5 |
30 |
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521 |
78 |
552 |
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Bright Financial Planning |
2790 Skypark Dr, Torrance, CA 90505 |
|
31025xxxx1 |
kbr****@r******.com |
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190 |
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181 |
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Merrill Lynch Wealth Management Advisor Brian R Johns |
701 B St Suite 2400, San Diego, CA 92101 |
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61969xxxx0 |
ale*********@m*.com |
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Innovative Capital Corporation |
1075 Rosecrans St San Diego, CA 92106 |
|
65726xxxx0 |
ala*@i*****.com |
4.6 |
9 |
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Forexify International LLC |
406 Ninth Ave King Access, San Diego, CA 92101 |
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61933xxxx9 |
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Edward Jones- Financial Advisor: Hayley Beard |
963 Orange Avenue, Coronado, CA 92119, Coronado, CA 92118 |
|
61943xxxx2 |
a.-********@e**********.com |
5 |
2 |
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142 |
17 |
147 |
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Pure Financial Advisors, Inc. |
3131 Camino Del Rio N Ste 1550, San Diego, CA 92108 |
|
61981xxxx0 |
ada************@p************.com |
5 |
4 |
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1639 |
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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 |
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199 |
17 |
228 |
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Dan Converse, Financial Advisor |
5040 Seachase Way, San Diego, CA 92130 |
|
61981xxxx3 |
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175 |
1 |
179 |
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Wells Fargo Advisors |
600 W Broadway Suite 1450, San Diego, CA 92101 |
|
61970xxxx6 |
&.m****@w*****************.com |
5 |
4 |
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Brubaker & Associates |
2585 Pio Pico Dr, Carlsbad, CA 92008 |
|
76072xxxx0 |
ant****@b*****************.com |
5 |
9 |
4.5 |
6 |
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L M Advisors |
Symphony Tower Llc, 750 B St #3020, San Diego, CA 92101 |
|
61981xxxx0 |
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Jane Fitzpatrick - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61923xxxx9 |
3d@m**************.com |
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Parabolic Asset Management - San Diego Financial Advisor |
8465 Regents Rd, San Diego, CA 92122 |
|
61988xxxx0 |
doe*@p********.us |
5 |
4 |
5 |
10 |
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Sean Donnelly - Ameriprise Financial Services |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
|
85876xxxx1 |
dns*****@a***.com |
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Merrill Lynch Wealth Management Advisor Dean Ridgway |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx2 |
ale*********@m*.com |
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Merrill Lynch Financial Advisor Paul B Pintek |
701 B St Suite 2400, San Diego, CA 92101 |
|
61969xxxx0 |
ale*********@m*.com |
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Brian Wilverding - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
ane********@a***.com |
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Todd Financial & Insurance Services |
7676 Hazard Center Dr, San Diego, CA 92108 |
|
85886xxxx0 |
con******@t************.com |
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4.5 |
6 |
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Pahal, Vora and Associates - Ameriprise Financial Services, Inc. |
401 W A St Ste 2245, San Diego, CA 92101 |
|
61935xxxx3 |
ali***********@a***.com |
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2 |
Merrill Lynch Wealth Management? |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ale*********@m*.com |
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The Retirement Group, LLC |
5414 Oberlin Dr #220, San Diego, CA 92121 |
|
80090xxxx7 |
|
4.3 |
10 |
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361 |
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398 |
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Glenn N Reiter & Associates |
2535 Kettner Blvd, San Diego, CA 92101 |
|
61923xxxx0 |
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Guide My Finances |
6120 Paseo Del Norte, Carlsbad, CA 92011 |
|
76054xxxx5 |
dav**@g**************.com |
5 |
3 |
5 |
12 |
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TMF San Diego |
San Diego, CA 92115 |
|
61973xxxx6 |
605*****************************@s**********.wixpress |
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19 |
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20 |
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Van Nostrand Wealth Management |
16870 W Bernardo Dr #400, San Diego, CA 92127 |
|
85848xxxx5 |
joh*******@v*******.com |
5 |
1 |
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Pelorus Financial Group |
234 Meadow Vista Way, Encinitas, CA 92024 |
|
17602xxxxx0 |
cro***@p********.com |
5 |
13 |
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First Command Financial Advisor - Dustin Ferreiro |
2650 Camino Del Rio N Suite 210, San Diego, CA 92108 |
|
61929xxxx2 |
ael******@f***********.com |
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Jim Lynch - RBC Wealth Management Financial Advisor |
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|
14168xxxxx3 |
rbc*********@r**.com |
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Tony Ricci, CFP |
2831 Camino del Rio S Suite 101, San Diego, CA 92108 |
|
61979xxxx4 |
ton*******@l**.com |
5.042 |
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Capital Growth, Inc. |
8910 University Center Lane, Ste. 150, San Diego, CA 92122 |
|
85855xxxx0 |
art*@c***************.com |
5 |
2 |
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227 |
20 |
233 |
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HighTower San Diego |
12680 High Bluff Dr #450, San Diego, CA 92130 |
|
85835xxxx0 |
aar***@h****************.com |
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TruFinancial |
444 West C St, Suite 340, San Diego, CA 92101 |
|
61995xxxx5 |
dan**********@t***********.org |
5 |
71 |
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375 |
24 |
379 |
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Perkins Randel L |
3655 Nobel Dr Ste 360, San Diego, CA 92122 |
|
85864xxxx0 |
3d@n**.com |
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6103 |
91 |
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Clear Sky Wealth |
5010 Shoreham Place # 120, San Diego, CA 92122 |
|
61949xxxx5 |
aim**@c*************.com |
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173 |
9 |
185 |
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Giustiniano Wealth Strategies |
3111 Camino Del Rio N, San Diego, CA 92108 |
|
85877xxxx7 |
a.-************@r***********.com |
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Merrill Lynch Wealth Management |
701 B St Ste 2350, San Diego, CA 92101 |
|
61969xxxx0 |
3d@**w.wealthmanagement |
4.7 |
3 |
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CalCPA San Diego Chapter |
San Diego, CA 92101 |
|
85858xxxx1 |
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Royal Alliance Associates Inc |
1205 Pacific Hwy, San Diego, CA 92101 |
|
61979xxxx8 |
aba*****@r************.com |
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Astle Wealth Management |
101 W Broadway, San Diego, CA 92101 |
|
61957xxxx9 |
joa********@c******.com |
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Andrew Norolahi - Ameriprise Financial Services |
6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121 |
|
85867xxxx6 |
and**************@a***.com |
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Jay A. Wurtzler, CFP, CDFA |
8910 University Center Lane Suite 150, San Diego, CA 92122 |
|
85855xxxx0 |
art*@c***************.com |
5 |
2 |
|
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5 |
2 |
173 |
|
176 |
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|
Kevin Witowich - Financial Advisor, Ameriprise Financial Services, LLC |
9420 Mira Mesa Blvd, San Diego, CA 92126 |
|
85876xxxx3 |
dns*****@a***.com |
5.03 |
|
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Financial Alternatives, Inc |
7825 Fay Ave #210, La Jolla, CA 92037 |
|
85845xxxx9 |
art*****@f********************.com |
5 |
1 |
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|
Bank of America Private Client Advisor Brett Lindeman |
701 B St, San Diego, CA 92101 |
|
61951xxxx9 |
3d@p******.bankofamerica |
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Ford Equity Research |
Serving theSan Diego Area |
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85875xxxx7 |
ach**@f*********.com |
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Jess Reimnitz - Thrivent |
445 Marin View Ave., San Diego, CA 92130 |
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85834xxxx7 |
bil*****************@t*******.com |
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One Degree Advisors |
8880 Rio San Diego Dr, Ste 1000, San Diego, CA 92108 |
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61928xxxx8 |
adm**@o****************.com |
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867 |
1 |
876 |
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First Financial Security |
3944 Murphy Canyon Rd #103, San Diego, CA 92123 |
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61962xxxx7 |
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Holland Group Inc |
701 B St #1830, San Diego, CA 92101 |
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61955xxxx8 |
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Attentive Home Care - San Diego |
2333 1st Ave, San Diego, CA 92101 |
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61928xxxx0 |
605*****************************@s**********.wixpress |
4.3 |
4 |
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5 |
6 |
314 |
7 |
328 |
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Ljmg Inc |
110 W C St #1300, San Diego, CA 92101 |
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61964xxxx0 |
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Charles Schwab |
7510 Hazard Center Dr #407, San Diego, CA 92108 |
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61957xxxx0 |
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3.6 |
16 |
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HoyleCohen Wealth Management, San Diego |
350 Camino De La Reina Suite 500, San Diego, CA 92108 |
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85857xxxx0 |
ale********@h*********.com |
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Submarine Training Facility San Diego |
544 White Rd, San Diego, CA 92106 |
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61955xxxx4 |
and**********@n***.navy |
4.3 |
10 |
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614 |
50 |
656 |
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Virtuity Financial Partners - San Diego |
5151 Shoreham Place suite 270, South San Diego, CA 92122 |
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81846xxxx7 |
abd********@l*****.ee |
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74 |
33 |
76 |
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Richard Vertucci - Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
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85821xxxx3 |
dns*****@a***.com |
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U.S. Bancorp Investments - Financial Advisors: San Diego |
7895 Highlands Village Pl, San Diego, CA 92129 |
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76063xxxx3 |
aar************@u*****.com |
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345614 |
5351 |
348000 |
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Jeff Fink - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
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61969xxxx0 |
3d@u*.rbcwealthmanagement |
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12495 |
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New York Life Insurance: Aaron M. Kaplan, MBA |
4857 College Ave Apt 21, San Diego, CA 92115 |
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85862xxxx8 |
amk*****@f*.newyorklife |
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5 |
7 |
233 |
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Paul Cowan - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
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85853xxxx1 |
car*********@a***.com |
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Ross Allford - Raymond James |
925 Fort Stockton Dr #201, San Diego, CA 92103 |
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61929xxxx0 |
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4 |
1 |
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Jonathan D. Murphy, CFP® - Northwestern Mutual Wealth Management Co. |
600 W Broadway Suite 600, San Diego, CA 92101 |
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61923xxxx5 |
acc******@n*.com |
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Jake Harrison - Financial Advisor, Ameriprise Financial Services, LLC |
12555 High Bluff Dr Ste 380, San Diego, CA 92130 |
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85895xxxx0 |
dns*****@a***.com |
5 |
5 |
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San Diego Home Services |
San Diego, CA 92123 |
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61938xxxx1 |
605*****************************@s**********.wixpress |
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52 |
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56 |
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Merrill Lynch Wealth Management Advisor Robert Rose |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx8 |
ale*********@m*.com |
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Merrill Lynch Wealth Management Advisor Dylan J Cooke |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx9 |
ale*********@m*.com |
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Concurrent Advisors |
12651 High Bluff Dr #250, San Diego, CA 92130 |
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85863xxxx5 |
a.m****@c*****************.com |
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Sensible Financial Planning San Diego |
600 B St Ste 300, San Diego, CA |
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44222xxxx5 |
aim****@s****************.com |
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5 |
6 |
98 |
4 |
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United Capital Financial Advisers |
9191 Towne Centre Dr #100, San Diego, CA 92122 |
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85852xxxx0 |
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5 |
1 |
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Daniel Rodriguez - Northwestern Mutual Financial Network |
600 W Broadway, San Diego, CA 92101 |
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61923xxxx3 |
a.f*************@n***.com |
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| Nathan Medina l LPL Financial CFP, Financial & Retirement Planning |
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5 |
1 |
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Excel Wealth Management - UBS Financial Services Inc. |
17180, Center Suite 100, San Diego, CA 92128 |
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85852xxxx3 |
ade********@u**.com |
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Merrill Lynch Wealth Management Advisor ELOY CELIS SANCHEZ |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx9 |
ale*********@m*.com |
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Philip E Smith - Ameriprise Financial Services, Inc. |
3655 Nobel Dr UNIT 510, San Diego, CA 92122 |
|
85821xxxx3 |
dns*****@a***.com |
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Neza Financial |
1120 Sycamore Ave Ste 2A, Vista, CA 92081 |
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76056xxxx0 |
022*************************************@w*****************.com |
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RBC Wealth Management Branch - San Diego |
655 W Broadway Suite 1000, San Diego, CA 92101 |
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61969xxxx0 |
rbc*********@r**.com |
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Bradley Wealth Management |
350 Tenth Ave #1000, San Diego, CA 92101 |
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61951xxxx0 |
ale*******@b************.com |
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Strategic Advisor Solutions |
113 W G St, San Diego, CA 92101 |
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94923xxxx7 |
lis*****@s************************.com |
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Halbert Hargrove Global Advisors |
101 W Broadway #1460, San Diego, CA 92101 |
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61923xxxx0 |
afe*****@h**************.com |
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San Diego Market - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
85845xxxx1 |
ade********@u**.com |
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The Wealth Consulting Group |
7676 Hazard Center Dr, San Diego, CA 92108 |
|
61954xxxx0 |
3d@m*********.com |
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Dyer Wealth Management |
5672 La Jolla Blvd, La Jolla, CA 92037 |
|
85845xxxx7 |
dxx**@d*******************.com |
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5 |
3 |
254 |
1 |
266 |
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Daniel Shahmoradian, CFP - Financial Planner |
600 W Broadway #600, San Diego, CA 92101 |
|
61923xxxx2 |
ark**************@n*.com |
5 |
12 |
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96 |
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94 |
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HoyleCohen |
9350 Waxie Way Suite 500, San Diego, CA 92123 |
|
85857xxxx0 |
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Brian Grigg Wealth Management |
1010 Pioneer Way, El Cajon, CA 92020 |
|
61963xxxx1 |
3d@**w.griggwa |
4 |
2 |
5 |
35 |
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Timothy Gardner - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
dns*****@a***.com |
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Root Financial Partners |
125 South Highway 101, Suite #101 PMB #7, Solana Beach, CA 92075 |
|
76045xxxx0 |
ari@r********************.com |
5 |
7 |
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Jason Gordon - AmeriFirst Financial |
11440 W Bernardo Ct, San Diego, CA 92127 |
|
85846xxxx7 |
gor*****@g*************.com |
5 |
26 |
5 |
75 |
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San Diego Certified Financial Planner |
9350 Waxie Way, San Diego, CA 92123 |
|
76044xxxx5 |
abe****@c*************.com |
4.4 |
14 |
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SharMarc Financial Advisors, Inc. |
16855 W Bernardo Dr #250, San Diego, CA 92127 |
|
85845xxxx2 |
sha**************@l**.com |
5.01 |
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Morgan Wedbush Securities Inc |
501 Broadway, San Diego, CA 92101 |
|
61923xxxx3 |
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Glenn Associates |
6265 Greenwich Dr Ste 100, San Diego, CA 92122 |
|
85845xxxx0 |
a.b******@l**.com |
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Kent Thompson - Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N Ste 110, San Diego, CA 92128 |
|
85879xxxx8 |
dns*****@a***.com |
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Dennis Hennings - Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110, San Diego, CA 92128 |
|
85879xxxx8 |
den**************@a***.com |
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The Cannon Wealth Management Group - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx4 |
ade********@u**.com |
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First Command Financial Advisor - Stephany Nguyen |
2650 Camino Del Rio N Ste 210, San Diego, CA 92108 |
|
61929xxxx2 |
ael******@f***********.com |
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Alain Connelly - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx2 |
ala***********@a***.com |
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Schneider Financial Group of Wells Fargo Advisors |
12531 High Bluff Dr Suite 400, San Diego, CA 92130 |
|
85852xxxx5 |
jas********@w*****************.com |
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|
Michael Ramirez - Associate Financial Advisor, Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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Wealth Manager Group |
3131 Camino Del Rio N #1650, San Diego, CA 92108 |
|
61957xxxx6 |
hco**@w********.com |
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Brian Venn - Financial Advisor, Ameriprise Financial Services |
5898 Copley Dr, San Diego, CA 92111 |
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85876xxxx7 |
bri*******@a***.com |
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Merrill Lynch Wealth Management Advisor Courtney Breen |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx3 |
ale*********@m*.com |
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San Diego Tax & Financial Associates |
5411 Avenida Encinas, Carlsbad, CA 92008 |
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76061xxxx9 |
axx*****@s**********************.com |
4.9 |
164 |
5 |
111 |
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U.S. Bancorp Investments - Financial Advisors: San Diego |
1331 Rosecrans St, San Diego, CA 92106 |
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61922xxxx9 |
aar************@u*****.com |
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345628 |
5337 |
348000 |
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Financial Advisors | U.S. Bancorp Investments |
1331 Rosecrans St, San Diego, CA 92106 |
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61922xxxx9 |
aar************@u*****.com |
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San Diego Fit |
2949 Garnet Ave, San Diego, CA 92107 |
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61967xxxx2 |
inf*@s********.fit |
5 |
7 |
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266 |
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268 |
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Zeiter Financial & Insurance Services |
4660 La Jolla Village Drive, San Diego, CA 92122 |
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61968xxxx6 |
aci*******@f*************.com |
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33 |
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33 |
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Kelly Nilsson, CFP |
4275 Executive Sq, La Jolla, CA 92037 |
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85854xxxx6 |
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5 |
1 |
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Fiduciary Wealth Management: Your Dedicated Fiduciary |
401 B St UNIT 2300, San Diego, CA 92101 |
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84475xxxx3 |
inf*@y*********************.com |
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404 |
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397 |
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Brendan McNamara - Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
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85884xxxx8 |
dns*****@a***.com |
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business relationship with lpl |
4835 Voltaire St, San Diego, CA 92107 |
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61974xxxx0 |
ben**********@l**.com |
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Bank of America Private Client Advisor Barry W Shillito |
701 B St, San Diego, CA 92101 |
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ban**********@e****.bankofamerica |
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JPL Financial and Insurance Service Inc. |
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62658xxxx7 |
inf*@l*****.com |
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5 |
5 |
77 |
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78 |
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Financial Planning Department Inc. |
350 W Ash St, San Diego, CA 92101 |
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61927xxxx1 |
ama***@f*****.net |
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Khanh Ngo |
655 W Broadway Suite 1000, San Diego, CA 92101 |
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61969xxxx9 |
rbc*********@r**.com |
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Wells Fargo Private Bank |
4365 Executive Dr, San Diego, CA 92121 |
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85862xxxx8 |
aar**********@w*********.com |
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155113 |
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San Diego Beach Vacation Rentals |
5118 Voltaire St, San Diego, CA 92107 |
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61986xxxx2 |
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5 |
4 |
1507 |
2 |
1579 |
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Merrill Lynch Wealth Management Advisor Eric Hutz |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx6 |
ale*********@m*.com |
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Blankinship & Foster, LLC? |
420 Stevens Ave Ste 250, Solana Beach, CA 92075 |
|
85875xxxx6 |
bey***@b*********.com |
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WorthPointe Financial Planners |
4445 Eastgate Mall #200, San Diego, CA 92121 |
|
80062xxxx2 |
doe**@w****************.com |
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Protax Financial Services |
1520 W Cameron Ave STE 252, West Covina, CA 91790 |
|
62696xxxx0 |
con***@p*******.com |
5 |
19 |
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5 |
48 |
325 |
96 |
328 |
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The Austin Group - Morgan Stanley |
4350 La Jolla Village Dr Ste 1000, San Diego, CA 92122 |
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85864xxxx6 |
3d@a******.morganstanley |
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Edward Jones - Financial Advisor: Craig A Harris |
3410 Del Lago Blvd, Escondido, CA 92029 |
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76083xxxx7 |
a.-********@e**********.com |
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5 |
1 |
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Kevin Witowich - Ameriprise Financial Services |
9420 Mira Mesa Blvd, San Diego, CA 92126 |
|
85876xxxx3 |
dns*****@a***.com |
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Financial Sense Wealth Management |
10809 Thornmint Rd # 2, San Diego, CA 92127 |
|
85848xxxx9 |
aar**********@f*************.com |
4 |
3 |
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3174 |
3 |
3200 |
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James Rossi - WestPac Wealth Partners |
4275 Executive Square, Suite 800, San Diego, CA 92037 |
|
41226xxxx4 |
jan**@w********************.com |
4 |
12 |
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5 |
2 |
242 |
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245 |
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Blair Financial Services |
4540 Kearny Villa Rd # 209, San Diego, CA 92123 |
|
61926xxxx9 |
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First Command Financial Advisor - Andres Sanchez Quiroz |
2650 Camino Del Rio N Suite 210, San Diego, CA 92108 |
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61929xxxx2 |
ael******@f***********.com |
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Leah Burnett - Ameriprise Financial Services |
9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131 |
|
85876xxxx2 |
ame************@a***.com |
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Progressive Financial Solutions |
1901 1st Ave, San Diego, CA 92101 |
|
88886xxxx0 |
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Covered California Certified Agent - Debra Patterson |
701 B St UNIT 1500, San Diego, CA 92101 |
|
61955xxxx2 |
atr*********@e********.com |
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NKS Financial |
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91673xxxx5 |
aye***@t******.com |
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5 |
8 |
110 |
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119 |
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San Diego Realtor |
7676 Hazard Center Dr, Ste 200, San Diego, CA 92108 |
|
61987xxxx5 |
inf*@g*********.realtor |
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5 |
52 |
6965 |
774 |
7462 |
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The Financial Planning Company |
2761 Teresita St, San Diego, CA 92104 |
|
61999xxxx1 |
bre*****@t***.co |
5 |
6 |
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20-20 Financial Advisors |
1660 Hotel Cir N Ste 205, San Diego, CA 92108 |
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61971xxxx0 |
3d@**w.2020fa |
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James Teleposky - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61954xxxx1 |
ade***********@m************.com |
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Accumulation Wealth Partners |
13520 Evening Creek Dr N #130, San Diego, CA 92128 |
|
85825xxxx5 |
inf*@a*****************.com |
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First Command Financial Advisor - Sean Jacob Ferreiro |
2650 Camino Del Rio N #210, San Diego, CA 92108 |
|
61929xxxx2 |
aab*******@f***********.com |
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163 |
3 |
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Bridy L Condon Oreshack, Special Care Planner |
4275 Executive Square, San Diego, CA 92037 |
|
85820xxxx4 |
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enTrust Wealth Advisors |
12760 High Bluff Dr, San Diego, CA 92130 |
|
85825xxxx6 |
|
4.712 |
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Cristina Jackson - Ameriprise Financial Services |
9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131 |
|
85876xxxx2 |
ame************@a***.com |
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Financial Advisors | U.S. Bancorp Investments? |
131 N El Camino Real, Encinitas, CA 92024 |
|
76063xxxx4 |
aar************@u*****.com |
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Reyes Financial Architecture, Inc. |
4660 La Jolla Village Dr #725, San Diego, CA 92122 |
|
85859xxxx6 |
dav**@r********.com |
4.7 |
7 |
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Yuva Wealth Planning |
440 Stevens Ave Ste 200, Solana Beach, CA 92075 |
|
85827xxxx1 |
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Schoettle Financial |
1010 Turquoise St Ste 225, San Diego, CA 92109 |
|
85848xxxx0 |
joh*****@s*****************.com |
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The Financial Planning Company |
2761 Teresita St, San Diego, CA |
|
61999xxxx1 |
bre*****@t**************************.com |
5 |
6 |
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5 |
6 |
CUSO Financial Services, L.P. |
10150 Meanley Dr Ste 200, San Diego, CA 92131 |
|
80068xxxx4 |
aba***@c******.com |
2.7 |
12 |
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Sorrento Pacific Financial LLC |
10150 Meanley Dr Ste 200, San Diego, CA 92131 |
|
87728xxxx8 |
ajo***@s**************.com |
1 |
2 |
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Golden Age Financial Solutions, Inc. |
2831 Camino del Rio S, 102, San Diego, CA 92108 |
|
86640xxxx7 |
inf*@g*******.com |
5 |
6 |
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14 |
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15 |
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Hamilton & Associates |
7979 Ivanhoe Ave, La Jolla, CA 92037 |
|
85855xxxx0 |
rac***@k*********************.com |
5 |
1 |
5 |
1 |
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Ivan A Schleder - Financial Advisor, Ameriprise Financial Services, LLC |
8880 Rio San Diego Dr 8th Floor, San Diego, CA 92108 |
|
61920xxxx5 |
dns*****@a***.com |
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Stratos Wealth Partners |
12340 El Camino Real, San Diego, CA 92130 |
|
85876xxxx3 |
605*****************************@s**********.wixpress |
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Financial Services |
326 Juniper St # 418, San Diego, CA 92101 |
|
61961xxxx4 |
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UBS Financial Service |
17140 Bernardo Center Dr Ste 350, San Diego, CA 92128 |
|
85852xxxx0 |
a.h********@u**.com |
|
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|
229732 |
|
236244 |
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Jan Pretorius - Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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Edward Jones - Financial Advisor: Adam J Vale Cruz, AAMS™ |
3810 Park Blvd, Suite 130, San Diego, CA 92103 |
|
61929xxxx0 |
a.j*********@e**********.com |
|
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|
87314 |
|
99000 |
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WLP Financial Services |
5349 Crenshaw Blvd, Ste 101, Los Angeles, CA 90043 |
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32329xxxx0 |
wlp***@p******.net |
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208 |
1 |
208 |
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The Falkowski Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Suite 2100, San Diego, CA 92101 |
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61955xxxx3 |
ade********@u**.com |
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Merrill Lynch Financial Advisor Javier Malfavon |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx7 |
bri************@b***.com |
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Allison Wooton - Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
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85821xxxx3 |
dns*****@a***.com |
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James Schwager - Ameriprise Financial Services |
5405 Morehouse Dr Ste 140, San Diego, CA 92121 |
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85862xxxx9 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Gregory J Roel |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx5 |
ale*********@m*.com |
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Edward Jones - Financial Advisor: Matt Leonard, AAMS®? |
2121 Palomar Airport Rd Ste 100, Carlsbad, CA 92011 |
|
76043xxxx7 |
a.-********@e**********.com |
4.7 |
3 |
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Eagles Financial? |
1001 W San Marcos Blvd Ste 205, San Marcos, CA 92078 |
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61941xxxx0 |
i8v*********@c*************.email |
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Beach Financial Group |
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31041xxxx0 |
acc*****@b******************.com |
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4.2 |
19 |
686 |
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697 |
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Donnelly Wealth Advisors |
5151 Shoreham Pl Ste 270, San Diego, CA 92122 |
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85862xxxx9 |
awe****@d*****.com |
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San Diego County Real Estate |
402 W Broadway, Ste 400, San Diego, CA 92101 |
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61984xxxx8 |
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512 |
6 |
571 |
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Edward Jones - Financial Advisor: Vincent T Alessi, AAMS®|CRPC®? |
5962 La Place Ct, #160, Carlsbad, CA 92008 |
|
76072xxxx0 |
a.-********@e**********.com |
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Farmers District Office - San Diego |
9820 Willow Creek Rd, Ste 250, San Diego, CA 92131 |
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85855xxxx0 |
aad***@f***********.com |
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5 |
6 |
569 |
51 |
568 |
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Daniel Shahmoradian Financial Planner? |
600 W Broadway Ste 600, San Diego, CA 92101 |
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61923xxxx2 |
ade********@n*.com |
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Sanders, Alvin Ameriprise Financial |
110 W C St Ste 808, San Diego, CA 92101 |
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61929xxxx0 |
3d@a*****************.com |
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Raymond James Financial Services |
3111 Camino Del Rio N Suite 920, San Diego, CA 92108 |
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61946xxxx1 |
sea***********@r***********.com |
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San Diego Unified Wellness Program |
4100 Normal St, San Diego, CA 92103 |
|
63619xxxxxx0 |
aar**@s**************.org |
2.3 |
20 |
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120 |
4 |
130 |
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BluePrint Wealth Partners |
2525 Camino del Rio S, San Diego, CA 92108 |
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61979xxxx2 |
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J&F Wealth Management |
402 W Broadway #400, San Diego, CA 92101 |
|
86655xxxx6 |
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Merrill Lynch Wealth Management Advisor Alexis Olivares |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx1 |
ale*********@m*.com |
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Sorrento Pacific Financial |
10455 Sorrento Valley Rd, San Diego, CA 92121 |
|
85880xxxx0 |
adm***********@s**************.com |
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Todd Volkart - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
dns*****@a***.com |
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Market Pulse Wealth Management |
12555 High Bluff Dr, San Diego, CA 92130 |
|
61955xxxx9 |
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5 |
1 |
5 |
6 |
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Steve Lahre - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx1 |
bri*********@r**.com |
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221 |
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230 |
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Fromm Investment Management |
525 B St, San Diego, CA 92101 |
|
61933xxxx0 |
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Overland & Shanahan Wealth Advisors, Inc. |
12520 High Bluff Dr #120, San Diego, CA 92130 |
|
85879xxxx7 |
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5 |
3 |
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Hall Private Wealth Advisors |
2305 Historic Decatur Rd, Liberty Station, Suite 100, San Diego, CA 92106 |
|
85826xxxx5 |
cla********@h******.com |
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5 |
1 |
180 |
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183 |
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Grant Lewis - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61923xxxx2 |
3d@a******.morganstanley |
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Lester, Karpow, Dyer & Associates - Ameriprise Financial Services |
8910 University Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx8 |
dns*****@a***.com |
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Mission Hills Financial? |
1633 W Lewis St, San Diego, CA 92103 |
|
61929xxxx0 |
des****@m********************.com |
5 |
2 |
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5 |
1 |
Planned Solutions Inc. - Financial Management |
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|
91636xxxx0 |
can****@p***************.com |
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224 |
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221 |
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Landry Financial, Inc. |
717 Lazerette Way, Carlsbad, CA 92011 |
|
76047xxxx6 |
tim@l**************.com |
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Jeremy Patterson - Fairway Mortgage |
7863 La Mesa Blvd, La Mesa, CA 91942 |
|
61927xxxx0 |
cou*****@j**************.com |
5 |
3 |
5 |
33 |
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San Diego Wealth Management |
6390 Greenwich Dr Suite 230, San Diego, CA 92122 |
|
85827xxxx5 |
ari**@s*************.com |
5 |
1 |
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2172 |
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Seapoint Wealth Advisors |
12626 High Bluff Dr Suite 350, San Diego, CA 92130 |
|
85829xxxx0 |
cha*@s*************.com |
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ASIA, Inc |
1201 Fifth Ave, San Diego, CA 92101 |
|
85822xxxx5 |
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San Diego Real Estate Solutions |
2250 Fourth Ave, San Diego, CA 92101 |
|
85884xxxx5 |
mel****@s**************************.com |
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5 |
11 |
631 |
243 |
662 |
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Greg Grajek |
17140 Bernardo Center Dr, San Diego, CA 92128 |
|
85852xxxx0 |
ade********@u**.com |
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Craig V. Castanos CPA |
401 B St UNIT 2300, San Diego, CA 92101 |
|
61923xxxx1 |
cca******@c*****.net |
4.4 |
7 |
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Financial Bridges |
12975 Brookprinter Pl, Poway, CA 92064 |
|
85848xxxx0 |
car**@f***************.com |
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5 |
2 |
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LPL Financial Corp |
4760 Eastgate Mall, San Diego, CA 92121 |
|
85867xxxx0 |
a.b******@l**.com |
3.5 |
11 |
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Krause Wealth Partners |
350 10th ave suite 1000, San Diego, CA 92101 |
|
85836xxxx2 |
con******@k*************.com |
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5 |
3 |
117 |
7 |
117 |
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Michael Walsh - Financial Advisor, Ameriprise Financial Services, LLC |
8910 University Center Ln Lobby, San Diego, CA 92122 |
|
85879xxxx4 |
bri***************@a***.com |
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Financial Planning Consultants? |
1450 Frazee Rd Ste 308, San Diego, CA 92108 |
|
61929xxxx4 |
ed@f***************.com |
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Aligned Financial Planning |
1420 Kettner Blvd suite 100, San Diego, CA 92101 |
|
85835xxxx0 |
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Merrill Lynch Wealth Management Advisor Jake Hayes |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx6 |
ale*********@m*.com |
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Merrill Lynch Wealth Management Advisor Andrew Odish |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx2 |
ale*********@m*.com |
4.7 |
3 |
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RKG Wealth Management - UBS Financial Services Inc. |
600 W Broadway Suite 2100, San Diego, CA 92101 |
|
61955xxxx7 |
ade********@u**.com |
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Mullins Wealth Advisors of California, LLC |
350 Tenth Ave UNIT 1000, San Diego, CA 92101 |
|
61934xxxx0 |
jim@m******.com |
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Merrill Lynch Financial Advisor William E Sparks |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx1 |
ale*********@m*.com |
5 |
1 |
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Wells Fargo Advisors |
9996 Scripps Ranch Blvd, San Diego, CA 92131 |
|
85869xxxx3 |
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Megan Thompson - Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110, San Diego, CA 92128 |
|
85879xxxx8 |
dns*****@a***.com |
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Financial Chapters |
2941 Kobe Dr, San Diego, CA 92123 |
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5 |
1 |
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Centara Capital Group |
4747 Executive Dr, San Diego, CA 92121 |
|
61939xxxx0 |
aki@c*************.com |
|
|
1 |
1 |
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Seawise Financial, Inc. |
120 Birmingham Dr Suite 240F, Cardiff, CA 92007 |
|
61973xxxx9 |
alf****@w************.com |
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|
Matthew Schrady - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85879xxxx8 |
dns*****@a***.com |
|
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B Ri Investments |
9880 Via Pasar, San Diego, CA 92126 |
|
85869xxxx9 |
cps@p*****.com |
4.1 |
44 |
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Reilly Financial Advisors, now part of Creative Planning |
7777 Alvarado Rd, La Mesa, CA 91942 |
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80068xxxx7 |
ab@r*********.com |
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Fusion Financial Partners LLC |
2150 Palomar Airport Rd Ste 206, Carlsbad, CA 92011 |
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76086xxxx8 |
bfr***@f*******.com |
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The Capital Group |
2221 Camino Del Rio S, San Diego, CA 92108 |
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61929xxxx3 |
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Aurora Wealth Advisors - Ameriprise Financial Services |
9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131 |
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85876xxxx2 |
ame************@a***.com |
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98 |
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Jonathan Stahley - Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
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85845xxxx4 |
3d@**w.ameripriseadvisors |
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Epstein & White, Proudly a Part of Mercer Advisors |
9740 Appaloosa Rd UNIT 150, San Diego, CA 92131 |
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85856xxxx6 |
eve***@e***********.com |
4.4 |
9 |
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220 |
18 |
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Bank of America Private Client Advisor Esperanza Martinez |
701 B St, San Diego, CA 92101 |
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61951xxxx4 |
3d@p******.bankofamerica |
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Burns Financial & Investment Services Inc. |
10951 Sorrento Valley Road Suite 2-c, San Diego, CA 92121 |
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85845xxxx0 |
bur*****@m**.com |
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102 |
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100 |
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Nathan Parviz - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
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61954xxxx1 |
ade***********@m************.com |
3 |
2 |
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Alan Holt - Financial Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
|
85853xxxx1 |
dns*****@a***.com |
5.02 |
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Chisholm Financial Planning |
3550 Camino Del Rio N #207, San Diego, CA 92108 |
|
61978xxxx4 |
chi****************************************@a********.com |
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Stolper & Co |
750 B St #1750, San Diego, CA 92101 |
|
88878xxxx7 |
bma****@s********.com |
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Asset Preservation Strategies, Inc |
3636 Nobel Dr # 440, San Diego, CA 92122 |
|
85845xxxx5 |
con****@p*************.org |
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Teacher Retirement Service |
333 S Juniper St, Escondido, CA 92025 |
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76073xxxx1 |
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Tax & Financial Consulting Services |
Anaheim, CA 92806 |
|
71499xxxx0 |
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87 |
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87 |
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Marc Schneider - TIAA Wealth Management Advisor |
3655 Nobel Dr Ste 140, San Diego, CA 92122 |
|
87755xxxx8 |
acc******************@t***.org |
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Vantage Wealth Management |
1921 Palomar Oaks Wayne Ste 100, Carlsbad, CA 92008 |
|
76075xxxx2 |
ali**********@l**.com |
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Reyes Financial Architecture |
4660 La Jolla Village Drive, San Diego, CA 92122 |
|
85859xxxx6 |
dav**@r********.com |
4.8 |
8 |
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188 |
24 |
199 |
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Farmers Insurance - Kevin Cox Agency |
3232 Governor Dr Ste E, San Diego, CA 92122 |
|
85845xxxx0 |
324************************@f******.com |
4.9 |
33 |
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5 |
1 |
64 |
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68 |
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Copley Financial Group |
2650 Camino Del Rio N, San Diego, CA 92108 |
|
61929xxxx8 |
d-j@f***********************.com |
5 |
44 |
5 |
6 |
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Stirling Financial Group: Catherine M Arambula |
750 B St suite 2230, San Diego, CA 92101 |
|
61954xxxx2 |
cat******@s*********************.com |
5 |
3 |
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Lara Ryan - Northwestern Mutual |
4225 Executive Square, Suite 1250, La Jolla, CA 92037 |
|
30769xxxx6 |
ade********@n*.com |
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67 |
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67 |
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Plan For Tomorrow |
4250 Executive Sq, Ste 700, San Diego, CA 92037 |
|
85855xxxx7 |
gar*********@l**.com |
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286 |
4 |
287 |
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Anthony H Barron Financial Advisor |
501 W Broadway, San Diego, CA 92101 |
|
61940xxxx8 |
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Jonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co. |
600 W Broadway #600, San Diego, CA 92101 |
|
61923xxxx5 |
ark**************@n*.com |
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Action Foreclosure Services Inc |
3033 5th Ave Ste 235, San Diego, CA 92103 |
|
61970xxxx0 |
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EP Wealth Advisors |
3655 Nobel Dr Suite 200, San Diego, CA 92122 |
|
85875xxxx2 |
aba**@e*******.com |
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Chokshi & Coghill Wealth Advisors |
4510 Executive Dr Ste 203, San Diego, CA 92121 |
|
85855xxxx0 |
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Beacon Pointe Advisors |
11622 El Camino Real Suite 100, San Diego, CA 92130 |
|
85876xxxx4 |
aba*****@b***********.com |
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Mercer Advisors Wealth Management |
9740 Appaloosa Rd Suite 150, San Diego, CA 92131 |
|
80092xxxx1 |
52b*****************************@o******.ingest |
5 |
4 |
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SaveWealth |
501 W Broadway #A660, San Diego, CA 92101 |
|
61923xxxx0 |
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Brandon Sussman, CFP® - Financial Advisor |
600 W Broadway, San Diego, CA 92101 |
|
61930xxxx3 |
ark**************@n*.com |
5 |
20 |
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Wealth Compass Financial |
5857 Owens Ave, Carlsbad, CA 92008 |
|
76068xxxx8 |
bxx********@w*********************.com |
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Prudent Investors Network |
2598 Fortune Way Ste G, Vista, CA 92081 |
|
80045xxxx8 |
inf*@p*************.com |
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San Diego Financial Literacy Center |
1835A S. Centre City Pkwy #508, Escondido, CA 92025 |
|
85881xxxx7 |
211****@2**********.org |
4.9 |
138 |
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5 |
15 |
1006 |
10 |
1076 |
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August Financial Alliance |
1240 India St UNIT 1402, San Diego, CA 92101 |
|
31295xxxx4 |
bha****@r******.com |
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JPS Financial Services, Inc. |
1227 Scott St., San Diego, CA 92106 |
|
61956xxxx3 |
jas**@j**********************.com |
3 |
2 |
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5 |
2 |
161 |
2 |
162 |
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GFH Financial? |
2131 Palomar Airport Rd Ste 214, Carlsbad, CA 92011 |
|
76044xxxx0 |
gre**@g***********.com |
5 |
3 |
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West Coast Financial Consultants - Thrivent Financial |
2727 Camino del Rio S UNIT 246, San Diego, CA 92108 |
|
61953xxxx4 |
ali*********@t*******.com |
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412430 |
|
404234 |
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Express Financial Services Group |
4221 Wilshire Blvd, Los Angeles, CA 90010 |
|
32393xxxx7 |
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24 |
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26 |
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Goodrich Financial Group |
16835 W Bernardo Dr, San Diego, CA 92127 |
|
85848xxxx0 |
deb****@g*********.com |
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Bamboo Wealth Strategies |
3131 Camino Del Rio N, San Diego, CA 92108 |
|
61928xxxx5 |
605*****************************@s**********.wixpress |
5 |
2 |
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Charles Shackelford, Financial Planner |
2727 Camino Del Rio S, San Diego, CA 92108 |
|
61929xxxx0 |
cms*******************@d***********************.com |
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The Financial Team |
5740 Fleet Street, suite 120, Carlsbad, CA 92008 |
|
76044xxxx2 |
eri*@t***************.com |
5 |
2 |
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CI Dowling & Yahnke Private Wealth |
12265 El Camino Real UNIT 300, San Diego, CA 92130 |
|
85850xxxx0 |
dow*************@c*.com |
5 |
1 |
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Kitchen Kellogg Group - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
car*********@a***.com |
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Davis & Seiley Wealth Management |
5400 Connecticut Ave, La Mesa, CA 91942 |
|
61969xxxx4 |
eri*@d***********.com |
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5 |
1 |
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John Tanner - Ameriprise Financial Services |
5405 Morehouse Dr Ste 140, San Diego, CA 92121 |
|
85845xxxx0 |
dns*****@a***.com |
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Mission Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx1 |
ade********@u**.com |
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Morgan Stanley Financial Advisors? |
5796 Armada Drive, Suite 200, Carlsbad, CA 92008 |
|
76093xxxx0 |
ade***********@m************.com |
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Radia Hunter - Ameriprise Financial Services |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
aly****************@a***.com |
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Superlab |
San Diego, CA 92101 |
|
61969xxxx2 |
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Ferguson Financial Services |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76060xxxx1 |
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Rice Hall James & Associates |
900 Broadway Cir, San Diego, CA 92101 |
|
61923xxxx5 |
doe****@r************.com |
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Cleaning Services San Diego |
San Diego, CA 91910 |
|
61947xxxx7 |
bgh*********@c*************.email |
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20 |
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22 |
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Karen Purvis - Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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Bair Financial Group |
7676 Hazard Center Dr Suite 1050, San Diego, CA 92108 |
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61949xxxx9 |
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Capital Financial Management |
2221 Camino del Rio S # 303, San Diego, CA 92108 |
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61929xxxx3 |
inf*@c******************.com |
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OWL Wealth Management - Ameriprise Financial Services, LLC |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
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85853xxxx1 |
dns*****@a***.com |
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First Command Financial Advisor - Jason Surya |
2650 Camino Del Rio N Ste 210, San Diego, CA 92108 |
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61929xxxx2 |
ael******@f***********.com |
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Beachwood Financial Solutions |
5355 Via Bello, San Diego, CA 92111 |
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85824xxxx3 |
alb***@b********.co |
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Used Cars San Diego |
San Diego, CA 92115 |
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570 |
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589 |
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Merrill Lynch Financial Advisor Sergio Bache |
701 B St, 24th Floor, San Diego, CA 92101 |
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61969xxxx1 |
ale*********@m*.com |
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Jim Lee Financial? |
937 S Coast Highway 101 Ste C-206, Encinitas, CA 92024 |
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76043xxxx1 |
inf*@j**************.com |
5 |
7 |
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4.5 |
11 |
Merrill Lynch Wealth Management Advisor Juan Cabanas |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx7 |
ale*********@m*.com |
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Dasanderling Ventures |
4401 Eastgate Mall, San Diego, CA 92121 |
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85855xxxx1 |
bbl******@s*********.com |
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Pandelis Chryssostomides - Financial Advisor, Ameriprise Financial Services, LLC |
1525 W Lewis St, San Diego, CA 92103 |
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61928xxxx6 |
pan*********************@a***.com |
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The Sinkoff Group - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
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61954xxxx8 |
3d@a******.morganstanley |
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Newell Wealth Management |
6310 Greenwich Dr Ste 150, San Diego, CA 92122 |
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85853xxxx0 |
kel*********@n***********.com |
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90 |
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90 |
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Blue Water Capital Management, LLC |
5755 Oberlin Dr Suite 301, San Diego, CA 92121 |
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87727xxxx4 |
deb****@s**************.com |
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Real Estate in San Diego |
San Diego, CA 92101 |
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61937xxxx1 |
580*****************************@s*****.io |
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144 |
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153 |
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Lora Moore & Ken Bayer - Health Insurance Services |
3511 Camino del Rio South, San Diego, CA 92108 |
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61952xxxx0 |
doe*****@m***********.myhomehq |
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5 |
1 |
101 |
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100 |
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Salient Wealth Planning - Ameriprise Financial Services, LLC |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
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85821xxxx3 |
dns*****@a***.com |
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BWM Financial |
12340 El Camino Real Suite 110, San Diego, CA 92130 |
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84424xxxx4 |
inf*@b***********.com |
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201 |
5 |
222 |
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First Command Financial Advisor - Sean Ferreiro |
2650 Camino Del Rio N Ste 210, San Diego, CA 92108 |
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61929xxxx2 |
ael******@f***********.com |
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Beta Wealth Group |
11421 West Bernardo Court, San Diego, CA 92127 |
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85820xxxx7 |
coo*****************@b**************.com |
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105 |
3 |
114 |
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Wealth Analytics Retirement Planning |
12730 High Bluff Dr #260, San Diego, CA 92130 |
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85879xxxx0 |
bel**@w**************.com |
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Karen Purvis - Ameriprise Financial Services |
4455 Morena Blvd Ste 215, San Diego, CA 92117 |
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85849xxxx8 |
dns*****@a***.com |
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Financial Planning Association of San Diego |
San Diego, CA 92168 |
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fpa****@g****.com |
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84 |
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96 |
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Daniel Fleming, CFP® |
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85865xxxxxxx0 |
ann**********@c**************.com |
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1889 |
106 |
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Merrill Lynch Wealth Management Advisor Javier Malfavon |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx7 |
ale*********@m*.com |
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MassMutual Pacific Coast |
4275 Executive Sq, Ste 400, La Jolla, CA 92037 |
|
85855xxxx0 |
agl****@f*************.com |
3.3 |
7 |
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5 |
12 |
204 |
52 |
220 |
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Christopher Wells - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
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61969xxxx7 |
rbc*********@r**.com |
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Pacific Advisors, LLC |
9605 Scranton Rd Suite 625, San Diego, CA 92121 |
|
85855xxxx0 |
cam*************@g***********.com |
1.02 |
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LPL Financial: Sanders Alvin |
555 W Beech St #458, San Diego, CA 92101 |
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61929xxxx0 |
ren**************@l**.com |
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Merrill Lynch Financial Advisor Michael P. Licari |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx0 |
bri************@b***.com |
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Alan Holt - Ameriprise Financial Services |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
ala********@a***.com |
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Abraham Cecena - Financial Advisor, Ameriprise Financial Services, LLC |
4370 La Jolla Village Dr #600, San Diego, CA 92122 |
|
61998xxxx1 |
dns*****@a***.com |
5.01 |
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Aaron J. Farmer Insurance Agency |
7960 Silverton Avenue Ste. 202, San Diego, CA 92126 |
|
85822xxxx8 |
a@f**************.com |
5 |
19 |
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299 |
6 |
307 |
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DB Wealth Management Group |
1450, Frazee Rd #610, San Diego, CA 92108 |
|
61949xxxx4 |
bry*********@d****.com |
5 |
4 |
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Merritt Financial Services |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76044xxxx0 |
dat*****************@i****.de |
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David Harrison Rascoe - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61954xxxx2 |
3d@a******.morganstanley |
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PracticeCFO |
13400 Sabre Springs Pkwy, San Diego, CA 92128 |
|
80067xxxx2 |
aar**@p**********.com |
5 |
32 |
5 |
21 |
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Financial Focus |
1917 Palomar Oaks Way Ste 130, Carlsbad, CA 92008 |
|
76043xxxx0 |
cwa******@f****************.com |
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Cfg Wealth Management |
4370 La Jolla Village Dr, San Diego, CA 92122 |
|
85855xxxx0 |
3d@c*****.com |
4.6 |
20 |
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SagePoint Financial |
6540 Lusk Blvd # C112, San Diego, CA 92121 |
|
85855xxxx0 |
den***@j**********.com |
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Kev Baker, Founder & Financial Advisor I FinancialHaus |
9370 Sky Park Court Suite 150, San Diego, CA 92123 |
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|
and***@f************.com |
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255 |
1 |
257 |
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Fiduciary Wealth Management: Your Dedicated Fiduciary® |
401 B St UNIT 2300, San Diego, CA 92101 |
|
84475xxxx3 |
3d@y*********************.com |
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20/20 Financial Advisers? |
2041 San Elijo Ave, Cardiff by the Sea, CA 92007 |
|
76047xxxx1 |
aga************@2*****.com |
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1 |
First Command Financial Advisor - Shanel Dubique |
2650 Camino Del Rio N Ste 210, San Diego, CA 92108 |
|
61929xxxx2 |
ael******@f***********.com |
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Thomas J Stout - Ameriprise Financial Services |
9119 Clairemont Mesa Blvd Ste A, San Diego, CA 92123 |
|
85876xxxx7 |
dns*****@a***.com |
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Financial Planning Solutions Inc |
2784 Gateway Rd Ste 102, Carlsbad, CA 92009 |
|
76092xxxx0 |
inf*@f**************.net |
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San Diego, California |
San Diego, CA |
|
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aad******@s*******.gov |
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14975 |
1018221 |
16854866 |
1016257 |
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Morgan Stanley Financial Advisors |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61923xxxx1 |
ade***********@m************.com |
3 |
2 |
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|
Merrill Lynch Wealth Management Advisor Luke Podbury |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx6 |
ale*********@m*.com |
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Bret A Cleveland - Morgan Stanley |
101 W Broadway Ste 1800, San Diego, CA 92101 |
|
61923xxxx9 |
ade***********@m************.com |
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Courtney Taylor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
76077xxxx9 |
bri*********@r**.com |
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220 |
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Stockton Financial and Insurance Services |
501 Jones Road, 5TH Floor, Canton, MA 92121 |
|
|
sto******@f*.newyorklife |
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231 |
146 |
216 |
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Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS® |
2550 Fifth Ave Ste 65, San Diego, CA 92103 |
|
61923xxxx9 |
a.-********@e**********.com |
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UNA USA San Diego Chapter |
2171 Pan American Plz, San Diego, CA 92101 |
|
19198xxxxx1 |
ach*****@u****.org |
4.4 |
20 |
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4.6 |
28 |
2699 |
100 |
2923 |
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American-California Financial Services |
Torrance, CA 90503 |
|
31054xxxx0 |
al@a******************.com |
|
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5 |
21 |
604 |
|
605 |
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|
LPL Financial |
4707 Executive Dr, San Diego, CA 92122 |
|
85855xxxx0 |
a.b******@l**.com |
3.5 |
11 |
|
|
|
7 |
116 |
1990 |
116 |
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SagePoint Financial |
5405 Morehouse Drive, San Diego, CA 92121 |
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85855xxxx0 |
den***@j**********.com |
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Pure Financial Advisors |
3131 Camino Del Rio N, San Diego, CA 92108 |
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61981xxxx0 |
ala*********@p************.com |
5 |
3 |
4.5 |
14 |
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NEED Financial Services |
701 Santa Monica Blvd, Suite 200, Santa Monica, CA 90401 |
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31039xxxx0 |
bag*****@n********************.com |
5 |
2 |
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5 |
11 |
375 |
20 |
375 |
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Merrill Lynch Wealth Management Advisor David A Reicks |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx9 |
ale*********@m*.com |
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