| National Business Brokerage |
23120 Alicia Pkwy, Mission Viejo, CA 92692 |
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94958xxxx7 |
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| Woodson Wealth Management |
San Diego, CA 92130 |
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85892xxxx0 |
adm**@w********.com |
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3 |
2 |
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188 |
57 |
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| Titan Pacific Investments |
1 Vellisimo Dr, Aliso Viejo, CA 92656 |
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94991xxxx2 |
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| Wells Fargo Advisors |
27250 Alicia Pkwy, Laguna Niguel, CA 92677 |
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94983xxxx8 |
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36 |
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| Scottrade |
32411 Golden Lantern, Laguna Niguel, CA 92677 |
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94948xxxx8 |
dns*****@s*****.com |
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| Financial Management Network, Inc. |
26041 Acero, Mission Viejo, CA 92691 |
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94945xxxx0 |
asa*****@f****.com |
5 |
3 |
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| APL Wealth Management Group, Inc. |
28202 Cabot Rd #300, Laguna Niguel, CA 92677 |
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94948xxxx1 |
ali*****@a*****.com |
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| Dorman Skorheim Wealth Management, LLC |
25301 Cabot Rd #208, Laguna Hills, CA 92653 |
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94983xxxx9 |
inf*@d*************.com |
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60 |
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| PortSalus Wealth Management |
27201 Puerta Real Suite 300 #23, Mission Viejo, CA 92691 |
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94922xxxx2 |
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| Royal Alliance |
30110 Crown Valley Pkwy # 208, Laguna Niguel, CA 92677 |
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94954xxxx6 |
adi**@r************.com |
5 |
1 |
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2794 |
26 |
3300 |
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| Angelica Corp |
32 Los Cabos, Dana Point, CA 92629 |
|
31266xxxx5 |
acc****************@a*******.com |
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| Socal Securities |
24351 Pasto Rd, Dana Point, CA 92629 |
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94948xxxx0 |
inf*@r*********.com |
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| Thrivent Financial Robert C Hintz CFP ChFC |
22934 El Toro Rd, Lake Forest, CA 92630 |
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94977xxxx0 |
a.v@t*******.com |
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411527 |
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401000 |
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| Ultra Investments Inc. |
34751 Doheny Pl, Capistrano Beach, CA 92624 |
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94944xxxx1 |
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| Schiel Wealth Management |
30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675 |
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94938xxxx5 |
csc****@i****.com |
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277 |
3 |
268 |
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5 |
1 |
| Olde Discount |
23764 Mercury Rd, Lake Forest, CA 92630 |
|
94947xxxx0 |
san*******@y****.com |
4.4 |
172 |
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4.6 |
93 |
587 |
893 |
598 |
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| RPM Commercial Real Estate |
525 S Douglas St Ste 270 El Segundo, CA 90245 |
|
42428xxxx0 |
bri**@r*****.com |
3.5 |
2 |
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| Steven D Curtis - Financial Advisor, Ameriprise Financial Services |
26060 Acero Ste 109, Mission Viejo, CA 92691 |
|
94995xxxx2 |
dns*****@a***.com |
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| Are You Serious About Making Money? |
Lake Forest, CA 92630 |
|
94971xxxx1 |
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| RL Paler Investment Advisors, LLC |
32771 Pointe Stirling A, Dana Point, CA 92629 |
|
42424xxxx0 |
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| Marcon Fiduciary Services |
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94998xxxx7 |
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| Castaneda Investments Inc |
18 Knotty Oak Cir, Trabuco Canyon, CA 92679 |
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94934xxxx6 |
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| Sage Financial Innovations |
125 E Avenida San Juan, San Clemente, CA 92672 |
|
94938xxxx0 |
sco**@s******.com |
5.01 |
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| Rodney Jacobson - One Way Lending |
Lancaster, CA 93536 |
|
66195xxxx0 |
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5 |
6 |
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| Landcap Investment Partners |
27132 Paseo Espada, San Juan Capistrano, CA 92675 |
|
94934xxxx4 |
dba****@l********.com |
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| Gregg Kaufman - Watermark Life |
2659 Townsgate Rd Ste 105 Thousand Oaks, CA 91361 |
|
81858xxxx7 |
ala*@w************.com |
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51 |
12 |
55 |
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| Chad W Schiel, Financial Advisor |
30448 Rancho Viejo Rd #180, San Juan Capistrano, CA 92675 |
|
94938xxxx5 |
csc****@i****.com |
5.01 |
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| RP&A Financial Strategists, LLC |
33332 Valle Rd #250, San Juan Capistrano, CA 92675 |
|
94935xxxx3 |
joh*@r****.com |
5.085 |
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| Orange County Bookkeepers |
Laguna Niguel, CA 92677 |
|
94988xxxx7 |
inf*@o*******.com |
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| Kd Investments |
27902 Torroba, Mission Viejo, CA 92692 |
|
94945xxxx8 |
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| Breaux Properties |
23331 Gondor Dr, Lake Forest, CA 92630 |
|
94958xxxx8 |
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| Merrill Lynch Financial Advisor Jonathan Chang |
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677 |
|
94945xxxx4 |
ban********************@m*.com |
3.34 |
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| The Clark Group Asset Management |
24941 Dana Point Harbor Dr, Dana Point, CA 92629 |
|
81846xxxx3 |
bra****@c***********.com |
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127 |
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130 |
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| Joe Wu, CPA |
Los Angeles, CA 90015 |
|
92577xxxx9 |
joe**@j*******.com |
4.3 |
6 |
5 |
4 |
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| Knight Asset Management |
27401 Los Altos #300, Mission Viejo, CA 92691 |
|
94958xxxx0 |
ckn****@i*********.com |
1 |
1 |
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| Edward Jones - Financial Advisor: Brian P Walsh |
31351 Rancho Viejo Rd Ste 206, San Juan Capistrano, CA 92675 |
|
94944xxxx2 |
a.j*********@e**********.com |
4 |
2 |
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86710 |
|
98000 |
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| NA Wealth & Legacy |
4101 Birch St Ste 130 Newport Beach, CA 92660 |
|
95126xxxx6 |
nay***@n**************.com |
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5 |
6 |
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| Full Circle Home Loans |
99 E C St Ste 206 Upland, CA 91786 |
|
90998xxxx8 |
inf*@f******************.com |
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5 |
154 |
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| APL Wealth Management Group |
28202 Cabot Rd, Laguna Niguel, CA 92677 |
|
94948xxxx1 |
ali*****@a*****.com |
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| Simpson Capital Management |
30872 Calle Barbosa, Laguna Niguel, CA 92677 |
|
94949xxxx2 |
dav**@s*************.com |
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16 |
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| Salter, Alex |
Aliso Viejo, CA 92656 |
|
94942xxxx2 |
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| Merrill Lynch Financial Advisor Mitch Dunn |
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677 |
|
94940xxxx6 |
ale***********@m*.com |
3.34 |
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| E3 Coastal Advisors, LLP |
5050 Avenida Encinas Ste 350 Carlsbad, CA 92008 |
|
76043xxxx5 |
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4 |
4 |
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| Confluence Wealth Management Group - Ameriprise Financial Services |
26060 Acero Ste 109, Mission Viejo, CA 92691 |
|
94995xxxx2 |
cam**********@a***.com |
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16 |
15 |
20 |
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| Integrity Wealth Building |
520 E Avenida Pico Ste 5556, San Clemente, CA 92674 |
|
94921xxxx7 |
inf*@i**********************.com |
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| Pacific Sun Financial Corporation |
95 Argonaut # 105, Aliso Viejo, CA 92656 |
|
94971xxxx6 |
jud*@p**************.com |
3 |
2 |
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| Merrill Lynch Wealth Management |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94972xxxx0 |
3d@l****.ml |
4 |
4 |
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| M360 Advisors |
999 Corporate Dr, Rancho Mission Viejo, CA 92694 |
|
87757xxxx6 |
daw*******@m***********.com |
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| Chris W Johnston, CPA, MBA |
629 Camino De Los Mares Ste 203 San Clemente, CA 92673 |
|
94924xxxx5 |
cwj@c*********.com |
3 |
4 |
4.3 |
36 |
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147 |
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| Combined Investments |
1200 S Coast Hwy Ste 204, Laguna Beach, CA 92651 |
|
94949xxxx3 |
car********@c******.com |
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| Justin Vaz - Financial Services |
5877 Pine Ave Ste 230 Chino Hills,, CA 91709 |
|
31098xxxx5 |
dns******@a*******.com |
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5 |
2 |
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| Triton Pacific Capital Partner |
31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675 |
|
94954xxxx0 |
ali****@p***************.com |
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| Global Financial Data |
29122 Rancho Viejo Rd # 215, San Juan Capistrano, CA 92675 |
|
87732xxxx9 |
blo***@g******************.com |
3.7 |
9 |
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| Butnik Investments |
34190 Camino Capistrano, Capistrano Beach, CA 92624 |
|
94949xxxx0 |
aba***@l**********.com |
4.7 |
133 |
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|
213994 |
3661 |
214000 |
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| Academy West Investments |
130 Vantis Dr, Aliso Viejo, CA 92656 |
|
94927xxxx1 |
inf*@a*******.com |
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| Norada Real Estate Investments |
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|
94967xxxx5 |
aar**@n***************.com |
4.9 |
85 |
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| Tulip Investment |
9 Searidge, Laguna Niguel, CA 92677 |
|
94921xxxx9 |
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| New Era Financials |
Capistrano Beach, CA 92624 |
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94931xxxx1 |
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| Raymond James Financial Services |
29122 Rancho Viejo Rd #104, San Juan Capistrano, CA 92675 |
|
94938xxxx6 |
aar************@r***********.com |
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17450 |
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18000 |
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| Wood Investments |
580 Broadway St Ste 117, Laguna Beach, CA 92651 |
|
94949xxxx0 |
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| Stewardship-Investments-Fnnc |
25 Santa Clara St, Aliso Viejo, CA 92656 |
|
94924xxxx9 |
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| Prescott Tax & Wealth Management |
30950 Rancho Viejo Rd #100, San Juan Capistrano, CA 92675 |
|
94924xxxx5 |
ari****@p**********.com |
4.6 |
19 |
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| Professional Financial Advisor |
30240 Rancho Viejo Rd, San Juan Capistrano, CA 92675 |
|
94949xxxx0 |
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5 |
1 |
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| M. Jay Johnson Wealth Management |
34163 CA-1, Dana Point, CA 92629 |
|
94921xxxx5 |
jay********@l**.com |
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| Windfall Advisors |
100 Wilshire Blvd Santa Monica, CA 90401 |
|
31040xxxx4 |
inf*@w***************.com |
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5 |
11 |
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| Revel Private Wealth |
30210 Rancho Viejo Rd Suite C, San Juan Capistrano, CA 92675 |
|
94966xxxx1 |
inf*@r******.com |
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3 |
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| Kinetic Financial |
633 W 5th St Ste 1050 Los Angeles, CA 90017 |
|
80071xxxx8 |
ale*@k***************.com |
5 |
4 |
4.3 |
22 |
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| Speedy Credit Repair |
Huntington Beach, CA 92648 |
|
88872xxxx4 |
chr**@s*****************.com |
4.9 |
36 |
4.8 |
85 |
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| Gems N' Loans |
34291 Doheny Park Rd, Capistrano Beach, CA 92624 |
|
76042xxxx0 |
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| Oppenheimer & Co Inc |
146 Cliff Dr, Laguna Beach, CA 92651 |
|
94937xxxx2 |
abc*******@o***.com |
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4.8 |
38 |
620 |
164 |
716 |
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| Select Portfolio Management |
26800 Aliso Viejo Pkwy #150, Aliso Viejo, CA 92656 |
|
94997xxxx0 |
ama*****@s**************.com |
1 |
1 |
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| Titan Capital Management |
45 Marbella, Dana Point, CA 92629 |
|
94948xxxx7 |
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| Wealth Management Associate - U.S. Bancorp Investments: Jason Ong |
25972 Muirlands Blvd, Mission Viejo, CA 92691 |
|
94936xxxx7 |
aar************@u*****.com |
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345252 |
5475 |
348000 |
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| Westpark Loans |
6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603 |
|
94954xxxx9 |
ant****@w************.com |
4.8 |
52 |
4.7 |
24 |
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471 |
2 |
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| Saianvi Investments |
26040 Acero, Mission Viejo, CA 92691 |
|
94961xxxx0 |
coc*****@s******.com |
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| Ralaole Finance Services |
Seal Beach, CA 90740 |
|
56244xxxx1 |
c18*****************************@s*****.wixpress |
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| The Zandbergen Group |
32322 Coast Hwy 1, Suite D, Laguna Beach, CA 92651 |
|
94966xxxx1 |
dan*****@z**************.com |
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505 |
2 |
506 |
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| CB Wealth Advisory |
23832 Rockfield Blvd, Lake Forest, CA 92630 |
|
94985xxxx1 |
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| Financial Portfolio |
931 S Coast Hwy, Laguna Beach, CA 92651 |
|
94971xxxx9 |
inf*@p*****************.com |
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| Webb Financial Group |
26050 Acero, Mission Viejo, CA 92691 |
|
94932xxxx0 |
sha****@w***************.com |
5 |
2 |
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| Pacific Coast Wealth Management |
120 Vantis Dr #300, Aliso Viejo, CA 92656 |
|
94963xxxx2 |
bla**@p***************************.com |
4.6 |
9 |
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23 |
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| A G Edwards & Sons Inc |
265 Ocean Ave, Laguna Beach, CA 92651 |
|
94949xxxx8 |
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| Alexander Nejadeh |
E RNCHO DMNGZ, CA 90221 |
|
71469xxxx0 |
ale*************@g****.com |
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| Zuk Financial Group |
24422 Del Prado Ave #13, Dana Point, CA 92629 |
|
90962xxxx7 |
pze****@z***********.com |
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| Scalco Financial |
207 East Broadway Unit 201 Long Beach, CA 90802 |
|
56243xxxx0 |
mar**@s**************.com |
5 |
10 |
5 |
12 |
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| Krause, Ryan T |
32834 Pacific Coast Hwy, Dana Point, CA 92629 |
|
94948xxxx0 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Mahnaz Nouri |
29122 Rancho Viejo Rd Ste 113, San Juan Capistrano, CA 92675 |
|
94934xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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| Wayward Lot Investment Co |
26595 Morena Dr, Mission Viejo, CA 92691 |
|
94958xxxx8 |
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| Merrill Lynch Financial Advisor Andre Julian |
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677 |
|
94945xxxx4 |
ban********************@m*.com |
5 |
1 |
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| Parallax Capital Partners |
26911 Falling Leaf Dr, Laguna Hills, CA 92653 |
|
94936xxxx5 |
a.c*******@p**********.com |
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| Vail Private Wealth, LLC |
430 Forest Ave, Laguna Beach, CA 92651 |
|
97030xxxx9 |
pau**********@l**.com |
1.01 |
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| Health & Wealth Incorporated |
655 Tourmaline St, San Diego, CA 92109 |
|
85833xxxx7 |
c18*****************************@s*****.wixpress |
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5 |
4 |
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| Focus Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, Inc. |
6B Liberty STE 225, Aliso Viejo, CA 92656 |
|
94966xxxx8 |
dns*****@a***.com |
5 |
2 |
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| OC Legal Source-Legal Document Preparation Services |
27184 Ortega Hwy Ste 204, San Juan Capistrano, CA 92675 |
|
94929xxxx5 |
sa@o************.com |
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5 |
6 |
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| TEAM Advisors Group |
32302 Camino Capistrano #206, San Juan Capistrano, CA 92675 |
|
87793xxxx2 |
abc**@p*********.com |
5.01 |
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| Gold Coast Financial Group |
2753 Camino Capistrano #B1, San Clemente, CA 92672 |
|
94954xxxx0 |
adm**@m*************.com |
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| Mollison & Sediqi Wealth Management Group |
29222 Rancho Viejo Rd Suite 122E, San Juan Capistrano, CA 92675 |
|
94946xxxx3 |
den***@m**********************.com |
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| Trusted Financial Advisors |
30101 Town Center Dr, Laguna Niguel, CA 92677 |
|
94924xxxx7 |
cyn****@t***************.com |
5 |
3 |
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| CD Financial |
30270 Rancho Viejo Rd Suite D, San Juan Capistrano, CA 92675 |
|
94935xxxx0 |
cha****@c**********.org |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Mission Viejo |
25972 Muirlands Blvd, Mission Viejo, CA 92691 |
|
94970xxxx9 |
aar************@u*****.com |
|
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|
345252 |
5475 |
348000 |
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| Koniniec, Thaddeus, AGT |
23120 Alicia Pkwy, Mission Viejo, CA 92692 |
|
71425xxxx7 |
aud***********@p********.com |
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|
147059 |
4020 |
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| Dimascio Venture Management Inc |
22951 Aegean Sea Dr, Dana Point, CA 92629 |
|
94924xxxx9 |
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| Gold Leaf Advisory |
8 Castillo del Mar, Dana Point, CA 92624 |
|
94921xxxx5 |
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| Unity West Lending |
5772 Bolsa Ave Ste 210 Huntington Beach, CA 92649 |
|
65758xxxx7 |
ari**@u********.com |
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4.6 |
9 |
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| Fidelity Investment Group |
26060 Acero, Mission Viejo, CA 92691 |
|
94929xxxx2 |
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| Medbook World Inc |
28562 Oso Pkwy, Rancho Santa Margarita, CA 92688 |
|
94993xxxx4 |
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| CPA Forensics Plus |
451 E Vanderbilt Way Ste 325 San Bernardino, CA 92408 |
|
90988xxxx9 |
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| NCG Financial Inc. |
185 Avenida La Pata #206, San Clemente, CA 92673 |
|
94938xxxx6 |
jan*@n***********.com |
5 |
3 |
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352 |
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| SummitStone Financial Group |
28202 Cabot Rd # 445, Laguna Niguel, CA 92677 |
|
94921xxxx0 |
eri*@s************.com |
5 |
1 |
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| Buscemi Wealth Management, LLC |
29122 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675 |
|
94921xxxx9 |
cab@b**********************.com |
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| LA Business Connect |
2000 Riverside Dr Ste 206 Los Angeles, CA 90039 |
|
21362xxxx0 |
inf*@l****************.com |
4.2 |
5 |
4.8 |
16 |
5 |
13 |
200 |
19 |
201 |
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| OC Credit & Business Builders |
14032 Enderle Center Dr Ste 220 Tustin, CA 92780 |
|
71422xxxx0 |
eri**@o************.com |
4 |
4 |
4.6 |
11 |
|
|
590 |
889 |
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|
| Orange County Small Business Development Center |
1300 S Bristol St, Santa Ana, CA 92706 |
|
71456xxxx0 |
|
4.8 |
5 |
5 |
2 |
5 |
43 |
3319 |
34 |
3700 |
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| Merrill Lynch Wealth Management |
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677 |
|
94945xxxx2 |
ban********************@m*.com |
3.3 |
4 |
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| Sun Pacific Group |
Serving the92624 Area |
|
94951xxxx9 |
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| Wells Fargo Advisors |
26042 Marguerite Pkwy, Mission Viejo, CA 92692 |
|
94958xxxx4 |
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| Wells Fargo Advisors |
32331 Golden Lantern, Laguna Niguel, CA 92677 |
|
94924xxxx9 |
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| World Financial Group |
23461 S Pointe Dr Ste 215, Laguna Hills, CA 92653 |
|
71426xxxx1 |
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| Pintar Investment Company |
24682 Del Prado, Dana Point, CA 92629 |
|
94927xxxx6 |
inv**************@p*************.com |
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| Monarca Investment Office |
31901 Camino Capistrano, San Juan Capistrano, CA 92675 |
|
94924xxxx2 |
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| LPL Financial |
23101 Lake Center Dr, Lake Forest, CA 92630 |
|
94920xxxx8 |
aar********@l**.com |
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| Smartstop Asset Management |
10 Terrace Rd, Ladera Ranch, CA 92694 |
|
94942xxxx0 |
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3.4 |
5 |
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| Finance & Fiscal |
Anaheim, CA 92801 |
|
71461xxxx7 |
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5 |
5 |
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| TCFG Wealth Management The Certus Financial Group |
28202 Cabot Road Suite 300, Laguna Niguel, CA 92677 |
|
94936xxxx3 |
eni*****@t*********.com |
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2.5 |
3 |
| Tober & Co Financial Service |
635 Camino De Los Mares, San Clemente, CA 92673 |
|
94944xxxx3 |
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| LPL Financial |
27141 Aliso Creek Rd, Aliso Viejo, CA 92656 |
|
94997xxxx5 |
aar********@l**.com |
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20010 |
214 |
21000 |
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| Wells Fargo Advisors |
265 Ocean Ave, Laguna Beach, CA 92651 |
|
94949xxxx8 |
a.b@w*****************.com |
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188275 |
|
189000 |
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| Urban Street Ventures |
Newport Beach, CA 92660 |
|
80050xxxx1 |
inf*@u******.com |
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5 |
6 |
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345 |
|
375 |
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| Metrovest Management |
6 Liberty, Aliso Viejo, CA 92656 |
|
94936xxxx0 |
bho***@m********.net |
4 |
2 |
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587847 |
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757000 |
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| Silny Baerd Investment Advisors |
31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675 |
|
94938xxxx1 |
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| Wells Fargo Advisors |
24251 Rockfield Blvd, Lake Forest, CA 92630 |
|
94983xxxx2 |
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59 |
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| Soto and Associates |
25910 Acero, Mission Viejo, CA 92691 |
|
88858xxxx8 |
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| Prudential Financial |
Laguna Niguel, CA 92677 |
|
94941xxxx5 |
a.w*****@p*********.com |
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| Dunpol Investments |
9 Journey, Aliso Viejo, CA 92656 |
|
94936xxxx7 |
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| Modern Woodmen of America |
23441 S Pointe Dr, Laguna Hills, CA 92653 |
|
94971xxxx6 |
add****@e******.com |
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33612 |
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| Stoneridge Investments |
67 Radiance Ln, Rancho Santa Margarita, CA 92688 |
|
94945xxxx2 |
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| Capture Investments |
22942 Ridge Route Dr, Lake Forest, CA 92630 |
|
94985xxxx2 |
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| Robert Reinert Consulting |
43221 La Scala Way Indio, CA 92203 |
|
76061xxxx8 |
baf*****************************@s*****.wixpress |
4.5 |
2 |
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17 |
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| Edward Jones - Financial Advisor: Noel Todd, CPWA®|CEPA® |
30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677 |
|
94924xxxx8 |
a.j*********@e**********.com |
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30 |
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33 |
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5 |
2 |
| Williams Financial Advisors |
30200 Rancho Viejo Rd, San Juan Capistrano, CA 92675 |
|
94949xxxx1 |
jam**@w************************.com |
5 |
1 |
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| B L Investments |
25950 Acero, Mission Viejo, CA 92691 |
|
94977xxxx1 |
coc*****@s******.com |
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| WCM Investment Management |
281 Brooks St, Laguna Beach, CA 92651 |
|
94971xxxx0 |
aar**@w********.com |
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| Surfside Thoroughbred Farms |
205 Avenida Salvador, San Clemente, CA 92672 |
|
94949xxxx5 |
|
5 |
2 |
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| JMR Capital Partners Inc |
24642 San Juan Ave, Dana Point, CA 92629 |
|
94971xxxx5 |
inf*@j****.com |
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| Schanna Financial |
31831 Camino Capistrano Suite 100 #104, San Juan Capistrano, CA 92675 |
|
94971xxxx9 |
gin*@s***************.com |
5.01 |
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2 |
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| Asset Management |
San Juan Capistrano, CA 92675 |
|
94921xxxx2 |
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| Optivest |
24901 Dana Point Harbor Dr Suite 200, Dana Point, CA 92629 |
|
94936xxxx6 |
ash***@o**********.com |
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| Summitland |
23361 El Toro Rd, Lake Forest, CA 92630 |
|
94945xxxx2 |
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| Target Date Solutions |
900 Calle Venezia, San Clemente, CA 92672 |
|
94948xxxx9 |
ron@t******************.com |
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| Pacific Financial Planners |
30131 Town Center Dr Suite 105, Laguna Niguel, CA 92677 |
|
94921xxxx2 |
inf*@p********.com |
5.03 |
|
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5 |
26 |
249 |
6 |
248 |
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| Commpex Tax Strategies |
7724 Sonata Ln San Diego, CA 92127 |
|
85834xxxx8 |
inf*@c******.com |
|
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5 |
1 |
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73 |
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73 |
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| Schiel Wealth Management |
30448 Rancho Viejo Rd #180, San Juan Capistrano, CA 92675 |
|
94938xxxx5 |
csc****@i****.com |
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| Prism Wealth Preservation & Insurance Solutions |
29222 Rancho Viejo Rd #204, San Juan Capistrano, CA 92675 |
|
94921xxxx2 |
dan*****@p*************.com |
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5 |
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| Merrill Lynch Financial Advisor Sean H Balkhi |
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677 |
|
94945xxxx5 |
ban********************@m*.com |
3.73 |
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| Chetney William R |
33272 Valle Rd Ste 100, San Juan Capistrano, CA 92675 |
|
71448xxxx6 |
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| O C Investors Group |
31878 Del Obispo St, San Juan Capistrano, CA 92675 |
|
94929xxxx6 |
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| Prudential Financial |
25909 Pala Ste 100, Mission Viejo, CA 92691 |
|
94983xxxx1 |
aar*******************@p*********.com |
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| Maluli Consulting |
Riverside, CA 92509 |
|
95122xxxx3 |
adm**@m***************.com |
|
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5 |
1 |
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| Fjord Ventures |
26051 Merit Cir, Laguna Hills, CA 92653 |
|
94934xxxx8 |
bbe******@f************.com |
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| Wells Fargo Advisors |
24431 Calle De La Louisa Ste 100, Laguna Hills, CA 92653 |
|
86683xxxx6 |
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| Datacom Investment Co |
Serving the92624 Area |
|
94985xxxx5 |
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| Matsushita Internaitonal |
1141 Via Callejon, San Clemente, CA 92673 |
|
94949xxxx0 |
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| Coast Wealth Management |
302 N El Camino Real 212-C, San Clemente, CA 92672 |
|
94936xxxx5 |
abe****@c********************.com |
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| San Juan Financial LTD |
31726 Rancho Viejo Rd #215, San Juan Capistrano, CA 92675 |
|
94949xxxx8 |
bi**@s***************.com |
5 |
5 |
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| Morgan Stanley Financial Advisors |
28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677 |
|
94936xxxx5 |
acc**********@m************.com |
3.7 |
3 |
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| Ruesoff Asset Management |
28436 Chat Dr, Laguna Niguel, CA 92677 |
|
94977xxxx6 |
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| Jado Investments |
1100 S Coast Hwy, Laguna Beach, CA 92651 |
|
94934xxxx0 |
geo************@j**************.com |
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| New Era Financials |
43 Marbella San Clemente, CA 92673 |
|
71433xxxx4 |
|
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5 |
1 |
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|
| Castaneda Investments Inc |
23120 Alicia Pkwy Ste 200, Mission Viejo, CA 92692 |
|
94934xxxx5 |
imp******@g****.com |
5 |
2 |
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|
| Confluence Wealth Management Group - Ameriprise Financial Services, LLC |
26060 Acero Ste 109, Mission Viejo, CA 92691 |
|
94995xxxx2 |
dns*****@a***.com |
|
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| M. Jay Johnson Wealth Management |
34163 Pacific Coast Hwy, Dana Point, CA 92629 |
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94921xxxx5 |
jay********@l**.com |
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| Brooks Business Support |
San Juan Capistrano, CA 92675 |
|
94967xxxx5 |
inf*@b********************.com |
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449 |
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461 |
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| Gregory Maniaci - Morgan Stanley |
28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677 |
|
94936xxxx9 |
int**********@m************.com |
3.73 |
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| Duggins Financial |
65 Vantis Dr, Aliso Viejo, CA 92656 |
|
87729xxxx1 |
bi**@d***************.com |
1 |
1 |
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| Fidelity Investments |
27101 Puerta Real Suite 160, Mission Viejo, CA 92691 |
|
80054xxxx4 |
a61****@f*******.com |
2.8 |
24 |
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329275 |
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353000 |
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| Rincon Pacific Management Inc. |
2340 S El Camino Real, San Clemente, CA 92672 |
|
94936xxxx3 |
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| Gerber Kawasaki Wealth & Investment Management |
2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405 |
|
42456xxxx0 |
a18*****************************@s*****.wixpress |
4.6 |
138 |
4.8 |
198 |
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| Steve Schenk - Morgan Stanley |
28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677 |
|
94936xxxx3 |
int**********@m************.com |
3.73 |
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| Coast Wealth Management |
302 N El Camino Real #216, San Clemente, CA 92672 |
|
94936xxxx5 |
abe****@c********************.com |
5.03 |
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| Haussmann Financial |
23201 Lake Center Dr Ste 300, Lake Forest, CA 92630 |
|
80077xxxx0 |
amy@h*****************.com |
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| Alstine Investment |
31473 Rancho Viejo Rd Ste 204, San Juan Capistrano, CA 92675 |
|
56255xxxx6 |
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| Walker Financial Advisors Inc |
27201 Puerta Real #465, Mission Viejo, CA 92691 |
|
94936xxxx1 |
ber***@w**************.com |
5 |
1 |
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| Shoreline Financial Services |
27201 Puerta Real, Mission Viejo, CA 92691 |
|
87732xxxx7 |
and*@a**************.com |
3.3 |
4 |
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| Life By Design Investment Advisory Services |
34179 Golden Lantern # 101, Dana Point, CA 92629 |
|
71454xxxx0 |
inf*@l*****.com |
5 |
1 |
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152 |
5 |
156 |
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| Strategic Capital |
33971 Selva Rd, Dana Point, CA 92629 |
|
94927xxxx5 |
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| SMC Wealth Management |
215 Avenida Del Mar, Ste B, San Clemente, CA 92672 |
|
94930xxxx0 |
lar**@s******************.com |
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5 |
5 |
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90 |
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5 |
4 |
| Guided Path Wealth Management |
26861 Calle Hermosa, Dana Point, CA 92624 |
|
94944xxxx1 |
bri**@g***********.com |
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| Investment R/E Source |
31897 Del Obispo St, San Juan Capistrano, CA 92675 |
|
94944xxxx3 |
lis******@i******************.com |
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| LCK Bookkeeping Services |
415 Ave Vaquero San Clemente, CA 92674 |
|
94942xxxx3 |
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| Laguna Wealth Advisors, Llc |
24551 Del Prado #930, Dana Point, CA 92629 |
|
94946xxxx6 |
inf*@d*************.org |
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5 |
7 |
| Rla Wealth Management |
107 S El Camino Real, San Clemente, Ca 92672 |
|
94934xxxx8 |
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| Ossola Wealth Management |
130 Vantis Dr Ste 135, Aliso Viejo, CA 92656 |
|
94925xxxx2 |
all**********@o*******.com |
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| Fischer Investment Strategies |
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|
94943xxxx8 |
inf*@f**************************.com |
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| FinancialAdvisors.com |
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|
88868xxxx0 |
bil*******@c*************.com |
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| Wells Fargo Advisors |
32222 Camino Capistrano, San Juan Capistrano, CA 92675 |
|
94966xxxx8 |
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| Morey & Associates |
665 Camino De Los Mares Ste 306 San Clemente, CA 92673 |
|
94948xxxx1 |
dva************@c*******.com |
4.9 |
35 |
3 |
2 |
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276 |
2 |
277 |
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| Byron Groves Attorney At Law |
23232 Peralta Dr Ste 111, Laguna Hills, CA 92653 |
|
94958xxxx1 |
joh******@b******************.com |
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| Strivent Financial |
27201 Puerta Real Suite 300, Mission Viejo, CA 92691 |
|
80089xxxx3 |
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5 |
1 |
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| Brookseed Partners |
Trabuco Canyon, CA 92679 |
|
94970xxxx1 |
adm**@b********.com |
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| Crown Capital Securities |
32244 Paseo Adelanto, San Juan Capistrano, CA 92675 |
|
94948xxxx8 |
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| R P & A Financial Strategists |
33332 Valle Rd Ste 250 San Juan Capistrano, CA 92675 |
|
94935xxxx3 |
joh*@r****.com |
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| G W Sherwold Associates Inc |
22994 El Toro Rd, Lake Forest, CA 92630 |
|
94947xxxx0 |
gar*@g*********.com |
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28 |
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| Saposh & Malter Inc |
15 Vantis Dr, Aliso Viejo, CA 92656 |
|
94940xxxx0 |
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5 |
1 |
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| Premier Notary and Loan Signing Specialist |
Irvine, CA 92620 |
|
71467xxxx5 |
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| Thomas Ahola Real Estate Advisor |
Dana Point, CA 92629 |
|
31021xxxx4 |
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| Laguna Pointe Wealth Advisors |
27201 Puerta Real Suite 300, Mission Viejo, CA 92691 |
|
94983xxxx5 |
d_j***@l*************.com |
3.34 |
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99 |
3 |
100 |
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| Affinity24 |
1322 Bell Ave Ste 1L Tustin, CA 92780 |
|
84472xxxx4 |
aus***@a*********.com |
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5 |
9 |
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| Rpag |
120 Vantis Dr Ste 480, Aliso Viejo, CA 92656 |
|
94930xxxx9 |
ash****@r***.com |
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| Wealth Management Advisers |
23441 S Pointe Dr #290, Laguna Hills, CA 92653 |
|
94960xxxx0 |
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| Barney Smith |
302 Glenneyre St, Laguna Beach, CA 92651 |
|
94946xxxx0 |
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5 |
2 |
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| Align Wealth Advisors |
24031 El Toro Rd Ste 210, Laguna Hills, CA 92653 |
|
94971xxxx5 |
inf*@a******************.com |
1 |
1 |
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53 |
7 |
58 |
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| E.F. Heagen & Associates |
30448 Rancho Viejo Rd # 170, San Juan Capistrano, CA 92675 |
|
80094xxxx6 |
joh**@e*******.com |
5.01 |
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| Black Dog Sales |
32422 Alipaz St # B-4B, San Juan Capistrano, CA 92675 |
|
94921xxxx1 |
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| Laguna Wealth Advisors, LLC |
24551 Del Prado Ave, Dana Point, CA 92629 |
|
94946xxxx6 |
inf*@d*************.org |
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| The Clark Group Asset Management |
24941 Dana Point Harbor Dr c210, Dana Point, CA 92629 |
|
94955xxxx8 |
bra****@c***********.com |
5 |
12 |
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| McDonnell Investment Management |
24872 Golden Vis, Laguna Niguel, CA 92677 |
|
94936xxxx2 |
b.c*****@m*******************.com |
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| Steven D Curtis - Financial Advisor, Ameriprise Financial Services, LLC |
26060 Acero Ste 109, Mission Viejo, CA 92691 |
|
94995xxxx2 |
dns*****@a***.com |
5 |
1 |
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| Spartan Advising |
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| KDG Investments |
1443 N El Camino Real, San Clemente, CA 92672 |
|
94945xxxx0 |
dea********@k*************.com |
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| Del Mar Wealth Management |
241 Avenida Del Mar, San Clemente, Ca 92672 |
|
94927xxxx3 |
cla*********@s****************.com |
|
97 |
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| Portfolio Planners |
Serving the92624 Area |
|
94948xxxx0 |
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| William L Knoke, CFP |
635 Camino De Los Mares San Clemente, CA 92673 |
|
94966xxxx7 |
6d3*************************************@w*****************.com |
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4.7 |
10 |
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| Lendevity |
21031 Ventura Blvd Ste 512 Woodland Hills, CA 91364 |
|
81862xxxx3 |
con****@l********.com |
|
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4.9 |
49 |
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| Athos Capital Advisors |
Newport Beach, CA 92660 |
|
31097xxxx5 |
cli**********@a*******************.com |
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13 |
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| Towneley Capital Management, Inc. |
23197 La Cadena Dr, Laguna Hills, CA 92653 |
|
80054xxxx2 |
car***@t*******.com |
5 |
2 |
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| U.S. Bancorp Investments - Financial Advisors: Laguna Niguel |
30000 Town Center Dr, Laguna Niguel, CA 92677 |
|
94936xxxx8 |
aar************@u*****.com |
3.34 |
|
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|
345639 |
5047 |
348000 |
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| Sterling Financial Advisors |
25950 Acero #310, Mission Viejo, CA 92691 |
|
94985xxxx0 |
bra********@s*********.com |
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| Edward Jones - Financial Advisor: Ryan T Krause |
32834 Pacific Coast Hwy # 107, Dana Point, CA 92629 |
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94948xxxx0 |
a.j*********@e**********.com |
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| Oceanview Investments |
160 S Coast Hwy, Laguna Beach, CA 92651 |
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94971xxxx2 |
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| U.S. Bank – Wealth Management Banker: Steven Solis |
27211 La Paz Rd, Laguna Niguel, CA 92677 |
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94936xxxx5 |
aar************@u*****.com |
5.01 |
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| Titan Capital Management |
13 Poppy Hills Rd, Laguna Niguel, CA 92677 |
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94948xxxx7 |
abe@t************.com |
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| The Matthews Group at Berkshire Hathaway Lifestyle Properties |
24501 Dana Dr, Dana Point, CA 92629 |
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94961xxxx7 |
adr***@b************.com |
5 |
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| Sagent Wealth Management |
1489 Glenneyre St, Laguna Beach, CA 92651 |
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83377xxxx1 |
cha************@s*******.com |
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| Investment Quality Trends |
27132 Paseo Espada, San Juan Capistrano, CA 92675 |
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94921xxxx5 |
653*************************************@w*****************.com |
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| Edward Jones - Financial Advisor: James B Johnson |
27001 Moulton Pkwy, Laguna Hills, Ca 92656 |
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94936xxxx4 |
a.j*********@e**********.com |
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86714 |
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98000 |
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| Blue Chip Macro |
729 Montana Ave Ste 7 Santa Monica, CA 90403 |
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80091xxxx7 |
car****@b************.com |
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| McGuirk, Stephen |
26141 Marguerite Pkwy, Mission Viejo, CA 92692 |
|
94951xxxx3 |
dns*****@a***.com |
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| Nalanda Investments |
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94961xxxx0 |
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| U.S. Bank - Wealth Management Banker: Jason Beesley |
33621 Del Obispo St Ste A, Dana Point, CA 92629 |
|
94924xxxx8 |
aar************@u*****.com |
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| KNR Consulting Group & Wealth Management |
28202 Cabot Rd # 445, Laguna Niguel, CA 92677 |
|
94921xxxx0 |
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3 |
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| Tangeman Wealth Management |
27281 Las Ramblas Suite 138, Mission Viejo, CA 92691 |
|
87725xxxx6 |
kir*************@l**.com |
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72 |
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| Wedbush Securities |
Todd Brooks, 31831 Camino Capistrano Suite 100-118, San Juan Capistrano, CA 92675 |
|
21368xxxx5 |
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5.01 |
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| Aarons Vilma M Attorney |
23521 Paseo De Valencia, Laguna Hills, CA 92653 |
|
94945xxxx5 |
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| Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes |
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677 |
|
94945xxxx3 |
ban********************@m*.com |
3.34 |
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| Solana Investments Inc |
23641 Via Linda, Mission Viejo, CA 92691 |
|
94921xxxx0 |
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| StrataTax |
5694 Mission Center Rd Ste 215 San Diego, CA 92108 |
|
85822xxxx0 |
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5 |
135 |
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| Wells Fargo Advisors |
Laguna Beach, CA 92651 |
|
94949xxxx8 |
a-w***************@w*****************.com |
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| Wells Fargo Advisors |
260 Ocean Ave, Laguna Beach, CA 92651 |
|
94949xxxx4 |
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| Optivest Wealth Management |
24901 Dana Point Harbor Dr #200, Dana Point, CA 92629 |
|
94936xxxx6 |
ash***@o**********.com |
5 |
1 |
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| LPL Financial |
24832 Los Gatos Dr, Laguna Hills, CA 92653 |
|
71443xxxx5 |
aar********@l**.com |
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20010 |
214 |
21000 |
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| Coastal Wealth Inc. |
28202 Cabot Rd Suite 260, Laguna Niguel, CA 92677 |
|
94945xxxx4 |
inf*@c****.com |
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120 |
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118 |
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| Raymond James Financial Services |
29222 Rancho Viejo Rd #211, San Juan Capistrano, CA 92675 |
|
94953xxxx9 |
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| American Bankers Financial |
34012 Selva Rd Unit 12, Dana Point, CA 92629 |
|
31094xxxx0 |
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| Doll Capital Advisors, Inc. |
30448 Rancho Viejo Rd # 140, San Juan Capistrano, CA 92675 |
|
94949xxxx6 |
|
5.01 |
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| Ben Robinson |
77 Cottage Ln, Aliso Viejo, CA 92656 |
|
94958xxxx1 |
joh*******@t****************.com |
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| Spotlight Funds Management |
1990 S Coast Hwy, Laguna Beach, CA 92651 |
|
94971xxxx0 |
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| Medisci Venture Corp |
806 Avenida Pico, San Clemente, CA 92673 |
|
94954xxxx7 |
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| Merrill Lynch Financial Advisor Steven M Miranda |
28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677 |
|
94945xxxx4 |
ban********************@m*.com |
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| Stephenson & Company |
241 Avenida Del Mar, San Clemente, CA 92672 |
|
94972xxxx5 |
bra*@s******************.com |
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| Sportfishing Financial Group |
30448 Rancho Viejo Rd #105, San Juan Capistrano, CA 92675 |
|
94948xxxx7 |
joh*@s********************.com |
5.01 |
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| Tober Financial |
635 Camino De Los Mares STE 203, San Clemente, CA 92673 |
|
94944xxxx3 |
mar*@t*************.com |
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| Knr Wealth Management |
28202 Cabot Rd Ste 445, Laguna Niguel, CA 92677 |
|
94921xxxx0 |
dom***@f*.com |
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5 |
23 |
| Berry, Michael |
24361 El Toro Rd, Laguna Woods, CA 92637 |
|
94957xxxx2 |
a****00@a*******.com |
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| Edward Jones - Financial Advisor: Diane E Wegener |
1100 South Coast Highway 219, Laguna Beach, CA 92651 |
|
94949xxxx9 |
a.j*********@e**********.com |
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86710 |
|
98000 |
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5 |
1 |
| Scottrade |
24012 Calle De La Plata Ste 135, Laguna Hills, CA 92653 |
|
94946xxxx1 |
dns*****@s*****.com |
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392904 |
|
400000 |
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| Progressive Strategies Financial Group |
27281 Las Ramblas Suite 138, Mission Viejo, CA 92691 |
|
94920xxxx0 |
tor*@p*********.com |
5 |
10 |
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| Challenger Co |
6B Liberty, Aliso Viejo, CA 92656 |
|
94975xxxx4 |
nan**@c***************.com |
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| U.S. Bank - Wealth Management Banker: Nataliia Romriell |
24340 El Toro Rd, Laguna Woods, CA 92637 |
|
94923xxxx9 |
aar************@u*****.com |
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| Hansch Financial Group |
27602 Silver Creek Dr, San Juan Capistrano, CA 92675 |
|
94966xxxx5 |
|
5.01 |
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| Royce IP |
34232 Pacific Coast Hwy Ste D, Dana Point, CA 92629 |
|
94925xxxx8 |
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| Dominion Property Investments |
28262 San Marcos, Mission Viejo, CA 92692 |
|
94929xxxx7 |
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| Watson-Hall Investments |
24822 Solano Ct, Laguna Hills, CA 92653 |
|
94983xxxx6 |
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| Barney Smith |
2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629 |
|
94923xxxx0 |
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| LH Property Services |
Serving the92624 Area |
|
94924xxxx0 |
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| Primior Management |
620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660 |
|
94952xxxx7 |
adv*****@p******.com |
|
|
5 |
1 |
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982 |
|
1000 |
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