| Doug Bailey - RBC Wealth Management Branch Director |
3010 Old Ranch Pkwy #440, Seal Beach, CA 90740 |
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56279xxxx4 |
dou********@r**.com |
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66 |
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| Cantrell / Orr / Phillipp Group - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx3 |
abc*******@u**.com |
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| Regal Wealth Group - Fee Only Investment Advisor |
12501 Seal Beach Blvd #280, Seal Beach, CA 90740 |
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56279xxxx9 |
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| Sheby Financial Group |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56242xxxx0 |
inf*@s******.com |
3.5 |
2 |
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| Merrill Lynch Financial Advisor Martha Sanchez Cannady |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx5 |
ale*********@m*.com |
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| Jamal Williams LLC |
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56234xxxx8 |
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| Calvin Jacobs - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx7 |
acc**********@m************.com |
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| Gentner & Co |
2999 Westminster Blvd. #200, Seal Beach, CA 90740 |
|
56259xxxx5 |
and*@g****************.com |
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| TSG Wealth Management - Long Beach |
6460 Pacific Coast Hwy Suite 223, Long Beach, CA 90803 |
|
56241xxxx0 |
all************@t****.com |
5 |
1 |
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229 |
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| Raymond James |
1910 St Andrews Dr, Seal Beach, CA 90740 |
|
56259xxxx4 |
aar************@r***********.com |
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| RBC Wealth Management Branch - Long Beach |
3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740 |
|
56279xxxx2 |
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| Sandra Devich - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx6 |
acc**********@m************.com |
5 |
1 |
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| Andrew Bailey - Rbc Wealth Management Financial Advisor |
6700 E Pacific Coast Highway Ste 280, Long Beach, Ca 90803 |
|
56279xxxx8 |
dou********@r**.com |
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66 |
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| Jose Quintanilla - Financial Advisor, Ameriprise Financial Services, LLC |
2801 E Spring St Ste 255, Long Beach, CA 90806 |
|
31049xxxx3 |
can***********@a***.com |
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89 |
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| Latham Wealth Management |
5150 Pacific Coast Hwy # 200, Long Beach, CA 90804 |
|
56234xxxx0 |
chr*********@l**.com |
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101 |
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105 |
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| Kensington Investment Counsel |
5580 2nd St #209, Long Beach, CA 90803 |
|
56298xxxx7 |
con****@k***********.com |
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| Harbor Associates, LLC |
12501 Seal Beach Blvd #225, Seal Beach, CA 90740 |
|
56221xxxx0 |
gsa****@h***************.com |
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| Crux Wealth Advisors, LLC |
3900 Kilroy Airport Way Suite 270, Long Beach, CA 90806 |
|
56258xxxx0 |
gui**@c*****************.com |
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131 |
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| Waider Financial & Insurance Services, Inc. |
3030 Old Ranch Pkwy # 375, Seal Beach, CA 90740 |
|
56298xxxx0 |
hea****@w********.com |
3 |
2 |
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| Pacific Coast Capital Management |
3780 Kilroy Airport Way Suite 310, Long Beach, CA 90806 |
|
56237xxxx0 |
dia******@p*************.com |
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| A Better Property Management. Co. Inc. |
6621 Pacific Coast Hwy #255, Long Beach, CA 90803 |
|
56249xxxx9 |
fel***@a**************.com |
2.5 |
35 |
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| SAI Capital Management |
3010 Old Ranch Pkwy # 460, Seal Beach, CA 90740 |
|
56259xxxx0 |
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| Allen Tree Properties & Investment LLC |
967 N Park Cir Dr APT 5, Long Beach, CA 90813 |
|
95130xxxx2 |
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1 |
1 |
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| JRA Management |
4401 Atlantic Ave, Long Beach, CA 90807 |
|
56267xxxx8 |
joh*@j*****************.com |
1.5 |
4 |
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| The Peninsula Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx1 |
acc**********@m************.com |
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| Juerg " George" Ciceri, CFP |
445 Ultimo Ave, Long Beach, CA 90814 |
|
56274xxxx1 |
ale***@j***********.net |
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| TDK Financial Group |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56251xxxx5 |
bar**********@t****.com |
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99 |
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101 |
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| Hermosa Wealth Management |
2447 CA-1 2nd Floor, Hermosa Beach, CA 90254 |
|
31087xxxx0 |
hel**@h************.com |
5 |
5 |
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64 |
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69 |
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| Capital Management Group Inc |
286 Pomona Ave, Long Beach, CA 90803 |
|
56293xxxx6 |
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| Angela Schlafke - Morgan Stanley Financial Advisor |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx7 |
acc**********@m************.com |
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| Raymond James |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx2 |
a.-************@r***********.com |
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17482 |
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18000 |
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| Andrew Bailey - RBC Wealth Management Financial Advisor |
6700 CA-1 Suite 280, Long Beach, CA 90803 |
|
56279xxxx8 |
dou********@r**.com |
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66 |
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66 |
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| Advisor Business Solutions |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 |
|
56243xxxx4 |
acr**@a***********************.com |
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| Edward Jones - Financial Advisor: Sean Payne, CFP®|ChFC®|CLU®|AAMS™ |
13001 Seal Beach Blvd # 200, Seal Beach, CA 90740 |
|
56259xxxx2 |
acc**********@e**********.com |
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| Randall Wealth Management Group |
3780 Kilroy Airport Way #200, Long Beach, CA 90806 |
|
56255xxxx7 |
ran*******************@w**********.com |
5 |
4 |
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| The Financial Architects |
5000 E Spring St #385, Long Beach, CA 90815 |
|
56236xxxx3 |
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5 |
9 |
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| Pure Wealth Management, Inc. |
10900 183rd St #215, Cerritos, CA 90703 |
|
56286xxxx0 |
jas**@p*****.com |
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76 |
23 |
74 |
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| Geoff Delahanty - Thrivent |
4010 Watson Plaza Dr # 270, Lakewood, CA 90712 |
|
56298xxxx8 |
adm**@d***********.com |
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| Edward Jones - Financial Advisor: Greg Prough |
5855 E Naples Plaza # 100, Long Beach, CA 90803 |
|
56243xxxx1 |
a.j*********@e**********.com |
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87289 |
|
99000 |
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| Genwealth 360 Inc |
3711 Long Beach Blvd #1018, Long Beach, CA 90807 |
|
85566xxxx8 |
inf*@g***********.com |
4.7 |
15 |
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121 |
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| Mashcole Property Management Inc. Long Beach |
3846 E Anaheim St, Long Beach, CA 90804 |
|
81888xxxx2 |
abd******@m*******.com |
3.2 |
72 |
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| Jéan-Paul S. Afif - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx8 |
acc**********@m************.com |
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| WealthSpring |
5000 Airport Plaza Dr Suite 245, Long Beach, CA 90815 |
|
56249xxxx0 |
abo***@w*******************.com |
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| Edward Jones - Financial Advisor: Vincent Jacobs |
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806 |
|
56278xxxx4 |
a.j*********@e**********.com |
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|
87289 |
|
99000 |
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| McKenzie Legal & Financial |
2631 Copa De Oro Dr, Los Alamitos, CA 90720 |
|
56259xxxx1 |
the*********@y****.com |
5 |
5 |
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5 |
7 |
58 |
2 |
63 |
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| Citi Personal Wealth Management |
5525 Carson St, Lakewood, CA 90713 |
|
56242xxxx2 |
dns@c*******.com |
2.4 |
17 |
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| Wealth Management Associate - U.S. Bancorp Investments: Maria Carvajal |
29000 S Western Ave, Rancho Palos Verdes, CA 90275 |
|
31050xxxx6 |
ale************@u*****.com |
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345626 |
5337 |
348000 |
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| Pence Wealth Management |
990 W 190th St Ste 500, Torrance, CA 90502 |
|
80073xxxx3 |
aay************@p**********.com |
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| Comerica Bank |
301 E Ocean Blvd Suite 102, Long Beach, CA 90802 |
|
56259xxxx8 |
aay****@c*******.com |
3.6 |
10 |
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| Finby Kimmes Wealth Management Group of Wells Fargo Advisors |
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740 |
|
86696xxxx9 |
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| Zahn & Zahn Estate Financial & Tax |
2209 N Lakewood Blvd, Long Beach, CA 90815 |
|
56259xxxx1 |
dav*******@c*******.com |
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| Wells Fargo Advisors |
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740 |
|
56249xxxx1 |
&.m****@w*****************.com |
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| Halbert Hargrove Global Advisors |
111 W Ocean Blvd 23rd floor, Long Beach, CA 90802 |
|
88878xxxx0 |
abo*****@h**************.com |
2.3 |
3 |
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| NPS Management |
4401 Atlantic Ave #200, Long Beach, CA 90807 |
|
56252xxxx0 |
ati***@n************.com |
2.9 |
96 |
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21 |
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| Long Beach Financial Management |
411 W Ocean Blvd, Long Beach, CA 90802 |
|
56257xxxx8 |
aal**********@l********.gov |
1.01 |
|
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| Castillo Wealth Management |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56249xxxx3 |
tom*********@l**.com |
5 |
1 |
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| BLUE CROWN FINANCIAL LLC |
3424 Hathaway Ave UNIT 115, Long Beach, CA 90815 |
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94951xxxx8 |
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| Merrill Lynch Financial Advisor A. Thomas Vari |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx3 |
and************@m*.com |
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| LA Wealth Managemennt |
100 W Broadway Suite #3000, Long Beach, CA 90802 |
|
31098xxxx2 |
car*****@l*****************.com |
5 |
2 |
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769 |
37 |
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| Edward Jones - Financial Advisor: Mark Tigchelaar |
444 W Ocean Blvd Suite 1416, Long Beach, CA 90802 |
|
56233xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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55 |
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76 |
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| Hicok Financial Solutions |
3217 E Carson St #383, Lakewood, CA 90712 |
|
62665xxxx0 |
dav**@h*************.com |
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| U.S. Bancorp Investments - Financial Advisors: Los Alamitos |
3996 Ball Rd, Los Alamitos, CA 90720 |
|
56238xxxx7 |
aar************@u*****.com |
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345639 |
5039 |
348000 |
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| Horizon Financial Solutions |
122 W Anaheim St, Long Beach, CA 90813 |
|
56233xxxx4 |
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5 |
2 |
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| Edelman Financial Engines |
3020 Old Ranch Pkwy #100, Seal Beach, CA 90740 |
|
83375xxxx3 |
aar*******@e**********************.com |
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18789 |
20 |
20000 |
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| William Allan Investment Advisors |
100 Oceangate #1200, Long Beach, CA 90802 |
|
80067xxxx9 |
and***@w********.com |
5 |
7 |
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| Dilday & Associates |
13001 Seal Beach Blvd #375, Seal Beach, CA 90740 |
|
56259xxxx5 |
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5 |
2 |
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| Wolfslau Group |
6700 CA-1, Long Beach, CA 90803 |
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acm***********@m************.com |
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| Bank of America Financial Center |
2000 E Anaheim St, Long Beach, CA 90804 |
|
56243xxxx9 |
afu****@m*.com |
2.6 |
118 |
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| Alpha Capital Management |
200 Pine Ave # 250, Long Beach, CA 90802 |
|
56243xxxx0 |
alc*************@v******.net |
5.01 |
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| Dynamic Solutions |
1430 Chestnut Ave Ste. 3, Long Beach, CA 90813 |
|
56244xxxx3 |
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| MVP Consulting Group LLC |
100 Oceangate #1200, Long Beach, CA 90802 |
|
56240xxxx4 |
ake**@m*****************.com |
5 |
30 |
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201 |
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205 |
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| Borba Property Group |
3229 E Spring St, Long Beach, CA 90806 |
|
56292xxxx8 |
cec****@b************.com |
3 |
187 |
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| LDW Consulting Group |
444 W Ocean Blvd Suite 100, Long Beach, CA 90802 |
|
56230xxxx0 |
lwi*****@l****.com |
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| Armahd Ramirez Financial Solutions |
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71478xxxx2 |
dns******@a*******.com |
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| U.S. Bancorp Investments - Financial Advisors: Valentino Valdez |
3996 Ball Rd, Los Alamitos, CA 90720 |
|
56238xxxx7 |
aar************@u*****.com |
5 |
1 |
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345639 |
5039 |
348000 |
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| Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx5 |
abc*******@u**.com |
5 |
1 |
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| Matrix Business Capital |
401 E Ocean Blvd # 401, Long Beach, CA 90802 |
|
56247xxxx0 |
acc*******@m********************.com |
4.9 |
242 |
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| EP Wealth Advisors |
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 |
|
21337xxxx0 |
ab@e*******.com |
4.4 |
9 |
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1114 |
33 |
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| Scalco Financial |
207 E Broadway UNIT 201, Long Beach, CA 90802 |
|
56243xxxx0 |
joh*@s**************.com |
5 |
10 |
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| Erman Retirement Advisory |
3020 Old Ranch Pkwy #100, Seal Beach, CA 90740 |
|
56254xxxx1 |
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3 |
2 |
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| The Shadden Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
80055xxxx8 |
acc**********@m************.com |
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| Prosperity Wealth Planning |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90822 |
|
87787xxxx0 |
car******@p***********************.com |
5 |
1 |
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130 |
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137 |
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| Perry Wealth Management |
12501 Seal Beach Blvd Ste 255, Seal Beach, CA 90740 |
|
56249xxxx1 |
dav********@l**.com |
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| Crux Wealth Advisors, LLC |
3444 E Anaheim St, Long Beach, CA 90804 |
|
56273xxxx5 |
gui**@c*****************.com |
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131 |
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| Paulson Investment Co Inc |
1 World Trade Center # 1850, Long Beach, CA 90831 |
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|
aam**@p****************.com |
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| D.A. Davidson |
300 Oceangate #800, Long Beach, CA 90802 |
|
56243xxxx3 |
a.a@d*********.com |
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910 |
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1200 |
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| Stumpo Wealth Management Group - UBS Financial Services Inc. |
3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56234xxxx9 |
abc*******@u**.com |
5 |
2 |
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| Tortuga Wealth Management |
1957 W Carson St Ste 100, Torrance, CA 90501 |
|
31093xxxx5 |
ang***@t************.com |
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187 |
9 |
183 |
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| Centurion Capital Investments Inc. |
100 W Broadway Suite #3000, Long Beach, CA 90802 |
|
56250xxxx9 |
app*********@c***********.com |
5 |
2 |
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50 |
17 |
51 |
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| Steven Vant - Financial Advisor, Ameriprise Financial Services, LLC |
3711 Long Beach Blvd #1015, Long Beach, CA 90807 |
|
56272xxxx6 |
dns*****@a***.com |
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| Dennis Fitzgerald - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740 |
|
56279xxxx8 |
wms**********@r**.com |
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12370 |
|
14000 |
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| Park Wealth Management |
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|
71462xxxx2 |
gle******@p*******************.com |
5 |
22 |
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44 |
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39 |
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| RYKAT Financial |
5520 2nd St E, Long Beach, CA 90803 |
|
56243xxxx8 |
jun*@r*************.com |
5 |
2 |
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| CBM Wealth Management |
3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56234xxxx2 |
ben*******************@u**.com |
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| Edward Jones - Financial Advisor: Dwight L Beasley Jr |
16400 Pacific Coast Hwy Ste 107, Huntington Beach, CA 92649 |
|
71437xxxx0 |
acc**********@e**********.com |
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| Equity North Investments |
200 Pine Ave, Long Beach, CA 90802 |
|
56228xxxx8 |
dav**@e*********************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Michael A Shafer, AAMS™ |
5150 Pacific Coast Hwy UNIT 330, Long Beach, CA 90804 |
|
56296xxxx4 |
a.j*********@e**********.com |
5 |
7 |
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61 |
5 |
63 |
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| Advisor Resource Group |
4622 Katella Ave #202, Los Alamitos, CA 90720 |
|
56229xxxx1 |
ana****@a*****************.com |
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| MJ Peters Wealth Management |
11 Golden Shore Suite 370, Long Beach, CA 90802 |
|
56243xxxx8 |
cri*****@m*********.com |
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| Ross Wealth Management Group |
3711 Long Beach Blvd #719, Long Beach, CA 90807 |
|
56220xxxx5 |
eri*@e*********.com |
|
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402 |
2 |
400 |
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| American Mortgage Investment Partners (AMIP Management) |
3020 Old Ranch Pkwy # 180, Seal Beach, CA 90740 |
|
56273xxxx5 |
inf********@a*****************.com |
1 |
5 |
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| Joshua Axel CFP - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx4 |
abc*******@u**.com |
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| Goldman Lancaster, Inc. |
301 E Ocean Blvd #1150, Long Beach, CA 90802 |
|
56243xxxx4 |
bra*@g***************.com |
5 |
1 |
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| Fineberg Financial Management |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56244xxxx8 |
hel**@f****************.com |
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| Graystone Consulting - The Shadden Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx1 |
acc**********@m************.com |
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| The Cox Group - Morgan Stanley |
6700 Pacific Coast Hwy UNIT 110, Long Beach, CA 90803 |
|
56279xxxx9 |
|
1.01 |
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| American Consumer Credit Counseling, Inc. |
145 W Broadway, Long Beach, CA 90802 |
|
87744xxxx3 |
aam****@c*************.com |
5 |
94 |
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| Comerica Bank |
1650 Ximeno Ave, Long Beach, CA 90804 |
|
56249xxxx6 |
aay****@c*******.com |
3.9 |
10 |
|
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|
13155 |
1022 |
14000 |
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| Linden River Financial |
65 Pine Ave #119, Long Beach, CA 90802 |
|
88871xxxx6 |
|
1 |
1 |
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| Karen Codman, FSC Securities Corporation |
1165 E San Antonio Dr, Long Beach, CA 90807 |
|
56272xxxx0 |
inf*@k**********.com |
5 |
1 |
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|
75 |
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| Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™ |
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806 |
|
56298xxxx2 |
a.j*********@e**********.com |
4.7 |
3 |
|
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|
|
150 |
5 |
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|
| Harbor Property Management - Long Beach |
3553 Atlantic Ave, Long Beach, CA 90807 |
|
56268xxxx7 |
amy@h*******.com |
4.9 |
22 |
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4.8 |
84 |
290 |
11 |
311 |
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| Davis Aldana |
10552 Humbolt St, Los Alamitos, CA 90720 |
|
42444xxxx7 |
dav**@a**************.com |
5 |
1 |
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| Allen R. Mellow - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx0 |
abc*******@u**.com |
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| Taylor Wealth Management |
15061 Springdale St., Ste 202, Huntington Beach, CA 92649 |
|
71424xxxx4 |
all***********@l**.com |
5 |
1 |
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| Tr Wealth Management, Inc. |
24050 Madison St Ste 215, Torrance, CA 90505 |
|
31031xxxx4 |
b.m*****@t*****************.com |
2.8 |
8 |
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5 |
20 |
301 |
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302 |
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8 |
| Merrill Lynch Financial Advisor John Coon |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx2 |
ban********************@m*.com |
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| Platinum Wealth Advisors |
100 Oceangate 12th Floor, Long Beach, CA 90802 |
|
31022xxxx6 |
joh*@p*********************.com |
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| Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
|
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161 |
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165 |
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| Stan DiLiberto, CPA, CFP , Inc. |
12501 Seal Beach Blvd # 200, Seal Beach, CA 90740 |
|
56249xxxx5 |
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4.8 |
56 |
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| LTN Services, Inc. |
111 W Ocean Blvd 4th floor, Long Beach, CA 90802 |
|
87785xxxx8 |
ltn*********@g****.com |
5 |
14 |
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280 |
|
1500 |
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| Wealth Management Financial Advisors |
3701 Long Beach Blvd #100, Long Beach, CA 90807 |
|
56242xxxx7 |
bab******@w*****************.com |
3.4 |
12 |
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582752 |
11 |
46 |
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| Utopia Property Management | Long Beach, CA |
111 W Ocean Blvd Suite 400, Long Beach, CA 90802 |
|
31081xxxx4 |
aar**@u***************.com |
5 |
16 |
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6530 |
104 |
6500 |
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| Mountain-Bishop Private Wealth Management |
3738 Bayer Ave Suite 205, Long Beach, CA 90808 |
|
56243xxxx3 |
inf*@m****.com |
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77 |
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| Fidelity Investments |
12201 Seal Beach Blvd, Seal Beach, CA 90740 |
|
80054xxxx8 |
a61****@f*******.com |
4.5 |
17 |
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329214 |
|
353000 |
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| Gerber Kawasaki Wealth and Investment Management |
2716 Ocean Park Blvd #2020, Santa Monica, CA 90405 |
|
31039xxxx7 |
|
4.5 |
141 |
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| Latham Wealth Management |
5150 E Pacific Coast Hwy, Long Beach, CA 90804 |
|
56234xxxx0 |
chr*********@l**.com |
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98 |
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5 |
5 |
| Merrill Lynch Wealth Management |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx0 |
ais***********@m*.com |
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| One Realty & Property Management |
11140 Los Alamitos Blvd #201, Los Alamitos, CA 90720 |
|
56270xxxx7 |
inf*@1******************.com |
5 |
6 |
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| Charles Schwab |
6636 E Pacific Coast Hwy, Long Beach, CA 90803 |
|
80043xxxx0 |
|
5 |
1 |
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| OneMain Financial |
1 World Trade Center Ste 630, Long Beach, CA 90831 |
|
56238xxxx0 |
aar**********@o***************.com |
3.5 |
15 |
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| KAL Capital Markets LLC |
3738 Bayer Ave, Long Beach, CA 90808 |
|
94940xxxx4 |
a-l***@k****************.com |
3.7 |
3 |
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| Linda A. Walker, CFP |
1 World Trade Center, Long Beach, CA 90831 |
|
56298xxxx9 |
lin*********@l**.com |
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| Brian Richmond - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740 |
|
56279xxxx7 |
wms**********@r**.com |
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12370 |
|
14000 |
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| The Maize Lasker Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx4 |
acc**********@m************.com |
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| Long Beach Financial |
4201 Long Beach Blvd # 222, Long Beach, CA 90807 |
|
56242xxxx0 |
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| The Wolfslau Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56279xxxx7 |
acc**********@m************.com |
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| FWH Financial Group Inc. |
4050 Katella Ave UNIT 213, Los Alamitos, CA 90720 |
|
56259xxxx4 |
f.h*****@a*******.com |
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11 |
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13 |
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| Apella Wealth |
5011 Argosy Ave, Huntington Beach, CA 92649 |
|
71497xxxx3 |
aca*****@a***********.com |
5 |
3 |
|
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145 |
|
170 |
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| Long Beach Financial Planner |
5150 Pacific Coast Hwy Suite 200, Long Beach, CA 90804 |
|
71465xxxx9 |
che********@g****.com |
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| GBJ Scott Financial |
600 Island View Dr, Seal Beach, CA 90740 |
|
56259xxxx0 |
geo***@g*******.com |
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| Pure Wealth Management, Inc. |
10900 183rd St, Cerritos, CA 90703 |
|
56286xxxx0 |
jas**@p*****.com |
|
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76 |
23 |
74 |
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| Sean Bryant - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
sea********@a***.com |
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| Capital Investment |
444 W Ocean Blvd 8th fl ste 800, Long Beach, CA 90802 |
|
56242xxxx9 |
amy********@c*********.com |
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|
| DWIGHT Wealth Management |
3780 Kilroy Airport Way #200, Long Beach, CA 90806 |
|
56225xxxx5 |
cf2*************************************@w*****************.com |
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| Merrill Financial Advisors |
3010 Old Ranch Pkwy Floor 01, Seal Beach, CA 90740-2750 |
|
56249xxxx0 |
and************@m*.com |
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|
| Natalie Brownfield Barron CFP, CEPA, CRPS - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx2 |
abc*******@u**.com |
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|
| Unlimited Management LLC |
400 Oceangate, Long Beach, CA 90802 |
|
56224xxxx2 |
inf*@u************.com |
1.01 |
|
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|
| Wells Fargo Advisors |
6700 CA-1, Long Beach, CA 90803 |
|
56259xxxx9 |
&.m****@w*****************.com |
5 |
1 |
|
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|
188260 |
|
189000 |
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| Freedom Gold USA - Gold & Silver IRA, Gold Bullions, Bars, Coins Investment Company, Buying & Selling |
111 W Ocean Blvd 5th Floor, Long Beach, CA 90802 |
|
61961xxxx2 |
sup****@m***************.com |
4.9 |
24 |
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|
| Travis Alexander - Raymond James |
3444 E Anaheim St, Long Beach, CA 90804 |
|
56273xxxx5 |
aar************@r***********.com |
2.33 |
|
|
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|
17365 |
|
18000 |
|
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|
|
| LBS Financial Credit Union |
4341 E 10th St, Long Beach, CA 90804 |
|
80052xxxx8 |
aag*****@l*****.org |
4.5 |
168 |
|
|
4.8 |
531 |
4170 |
211 |
4100 |
|
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|
| My Portfolio Guide, LLC |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56279xxxx5 |
inf*@m***************.com |
5 |
1 |
|
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|
417 |
37 |
409 |
|
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|
| Edward Jones - Financial Advisor: Mark Tigchelaar |
5150 Pacific Coast Hwy Suite 330, Long Beach, CA 90804 |
|
56296xxxx4 |
a.j*********@e**********.com |
5 |
1 |
|
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|
85451 |
|
94000 |
|
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|
| UBS Financial Services Inc. |
3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56234xxxx0 |
aar*******@u**.com |
5 |
2 |
|
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|
| Mike Dunfee Group |
525 E Seaside Way 101 A, Long Beach, CA 90802 |
|
56249xxxx0 |
don*******@a*******.com |
4.8 |
170 |
|
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|
| CBM Wealth Management - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx6 |
abc*******@u**.com |
|
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|
| The Financial Alliance & Insurance Solutions |
5000 E Spring St #385, Long Beach, CA 90815 |
|
56236xxxx3 |
|
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| Davises Financial |
|
|
94961xxxx3 |
|
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|
| LPL Financial |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56249xxxx0 |
inf*@s******.com |
|
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|
| Mellow & Axel Wealth Management Group - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx0 |
abc*******@u**.com |
|
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|
| Mkc Asset Management Inc |
400 Oceangate # 210, Long Beach, CA 90802 |
|
56243xxxx0 |
|
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|
| Augustus Wealth |
350 Main St E, Seal Beach, CA 90740 |
|
31032xxxx9 |
con****@a*************.com |
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|
| Guardian Strategic Wealth Designs |
One World Trade Center # 2340, Long Beach, CA 90831 |
|
84448xxxx0 |
joh*@g**********.com |
|
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|
| James J Mercier - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
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|
| Edward Jones - Financial Advisor: Nailah Khan, CRPC™ |
202 Argonne Ave suite a, Long Beach, CA 90803 |
|
56278xxxx7 |
acc**********@e**********.com |
5 |
1 |
|
|
|
|
231 |
2 |
243 |
|
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|
| Morgan Stanley Financial Advisors |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx0 |
acc**********@m************.com |
|
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| CMC Realty & Property Management |
5320 2nd St Suite 11, Long Beach, CA 90803 |
|
56227xxxx5 |
bal********@c*********.com |
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4.7 |
15 |
233 |
3 |
485 |
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| Merrill Lynch Financial Advisor Isabel Irvine |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx2 |
ban********************@m*.com |
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| Lederer & Associates Investment Counsel |
5305 2nd St #201, Long Beach, CA 90803 |
|
56243xxxx5 |
dar**@l*****************.com |
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| Byron Holmes - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
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| Mark Elliott - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740 |
|
56279xxxx4 |
rbc*********@r**.com |
5.01 |
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12835 |
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14000 |
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| Clay Northam Wealth Management |
6700 Pacific Coast Hwy Ste.100, Long Beach, CA 90803 |
|
56243xxxx8 |
bcl**@c**********.com |
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| U.S. Bank – Wealth Management Banker: Alex Sanchez |
555 E Ocean Blvd Ste 100, Long Beach, CA 90802 |
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56221xxxx8 |
aar************@u*****.com |
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345417 |
5420 |
348000 |
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| Meinert Wealth Management LLC |
5000 E Spring St, Long Beach, CA 90815 |
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56247xxxx7 |
joh*@m************.com |
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| J.P. Morgan Wealth Management Carson and Cherry |
2240 E Carson St, Long Beach, CA 90807 |
|
56299xxxx0 |
abc*******@c****.com |
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| Tax & Wealth Management, LLC |
4501 Cerritos Ave Ste 202, Cypress, CA 90630 |
|
71494xxxx4 |
je**@t******************.com |
5 |
44 |
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40 |
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71 |
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| Principal Planning Service, Inc. Phillip Q Shrotman |
194 N Marina Dr #202, Long Beach, CA 90803 |
|
56259xxxx0 |
pqp******@e********.net |
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| Roger Park - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
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| Perry Wealth Management |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56249xxxx1 |
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| The Rand Group - Morgan Stanley |
6700 E Pacific Coast Hwy UNIT 110, Long Beach, CA 90803 |
|
56290xxxx3 |
acc**********@m************.com |
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| Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
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161 |
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165 |
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| The Fenn-Anstruther Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx0 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Benjamin Norrie |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx0 |
ale*********@m*.com |
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| Creative Planning |
1 Park Plaza #700, Irvine, CA 92614 |
|
86627xxxx8 |
a.j******@c***************.com |
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6352 |
125 |
7200 |
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| U.S. Bank – Wealth Management Banker: Emad Gindi |
12701 Towne Center Dr, Cerritos, CA 90703 |
|
56292xxxx8 |
aar************@u*****.com |
3.8 |
13 |
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345626 |
5337 |
348000 |
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| Bryson Financial |
3777 Long Beach Blvd, Long Beach, CA 90807 |
|
56243xxxx7 |
ala**@b**************.com |
5 |
7 |
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735 |
257 |
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| Brian Asher - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx2 |
acc**********@m************.com |
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| Tax Professionals, CPA |
1040 E Wardlow Rd, Long Beach, CA 90807 |
|
56242xxxx3 |
inf*@t*******.com |
4.8 |
20 |
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| Poplar Homes Los Angeles |
790 Redondo Ave, Long Beach, CA 90804 |
|
56243xxxx4 |
aco**@p**********.com |
4 |
133 |
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4418 |
109 |
4500 |
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| LA Wealth Management |
1632 Aviation Blvd, Redondo Beach, CA 90278 |
|
31098xxxx2 |
car*****@l*****************.com |
5 |
8 |
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| Peters Investment Management |
4332 W Cerritos Ave # 102, Los Alamitos, CA 90720 |
|
71482xxxx0 |
nat***********@y****.com |
5 |
1 |
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| George Cheng - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
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| Brandon Vertullo - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
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| MJF Financial |
13001 Seal Beach Blvd Ste#240, Seal Beach, CA 90740 |
|
56259xxxx0 |
b.b******@l**.com |
5 |
2 |
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| Barbara Fleming - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx8 |
acc**********@m************.com |
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| Dwight Wealth Management |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx5 |
cf2*************************************@w*****************.com |
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| Bond Wealth Management |
5001 Airport Plaza Dr Ste 220, Long Beach, CA 90815 |
|
56228xxxx2 |
eri*@b************.com |
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| Stumpo Wealth Management Group |
3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56234xxxx9 |
abc*******@u**.com |
5 |
2 |
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| Stifel |
6700 CA-1 Suite 230, Long Beach, CA 90803 |
|
56248xxxx5 |
abb****@s*****.com |
1 |
2 |
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4772 |
|
5200 |
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| Ben Goldberg - RBC Wealth Management Financial Advisor |
3010 Old Ranch Pkwy Suite 440, Seal Beach, CA 90740 |
|
56279xxxx6 |
rbc*********@r**.com |
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|
12835 |
|
14000 |
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| Barloon, Barron & Mais Wealth Management - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx3 |
abc*******@u**.com |
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| Financial Services & Wealth Management |
4182 N Viking Way suit 213, Long Beach, CA 90808 |
|
31072xxxx1 |
dns******@a*******.com |
|
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5 |
64 |
389 |
129 |
384 |
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5 |
64 |
| Phillipp / Orr Group - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx0 |
abc*******@u**.com |
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| Meinert Wealth Management LLC |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56247xxxx7 |
joh*@m************.com |
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| NPS Management |
4401 Atlantic Ave #100, Long Beach, CA 90807 |
|
56252xxxx0 |
ati***@n************.com |
2.8 |
91 |
|
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| JST Investment Consulting, RIA |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56299xxxx8 |
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| Matrix Business Capital |
1 World Trade Center # 2340, Long Beach, CA 90831 |
|
56247xxxx0 |
acc*******@m********************.com |
4.9 |
242 |
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| Barr Cisneros Group - Wealth Management |
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740 |
|
56259xxxx7 |
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| On Time Management |
3199 CA-1 #203, Signal Hill, CA 90755 |
|
56243xxxx0 |
joh*@o*********.com |
4.2 |
26 |
|
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5 |
6 |
277 |
44 |
276 |
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| J B Wealth Management |
4712 E 2nd St, Long Beach, CA 90803 |
|
56243xxxx2 |
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| Williams Tax & Financial Services |
4474 W Cerritos Ave, Los Alamitos, CA 90720 |
|
56249xxxx3 |
inf*@w**********************.com |
4.8 |
23 |
|
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5 |
11 |
144 |
15 |
146 |
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| Daily Money Manager |
919 Junipero Ave, Long Beach, CA 90804 |
|
56221xxxx9 |
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| Montue, Woodard & Associates |
784 Redondo Ave, Long Beach, CA 90804 |
|
56298xxxx9 |
tax@m************.com |
4.9 |
47 |
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|
| Merrill Lynch Financial Advisor Scott D Paul |
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740 |
|
56249xxxx8 |
ban********************@m*.com |
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| Financial Planning Department Inc |
301 Isthmus, Long Beach, CA 90803 |
|
56298xxxx6 |
ama***@f*****.net |
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| Seal Beach, CA Branch Office - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
|
56234xxxx1 |
abc*******@u**.com |
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| Hua Mei investment Group |
12441 E Carson St, Hawaiian Gardens, CA 90716 |
|
56286xxxx0 |
cha*******@g****.com |
5 |
1 |
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| CLG Wealth Management |
4821 2nd St, Long Beach, CA 90803 |
|
31032xxxx0 |
ali**@c****.com |
|
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5 |
2 |
9 |
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| LA Wealth Management |
100 W Broadway Ste 3000, Long Beach, CA 90802 |
|
42445xxxx5 |
lau***@l*****************.com |
5 |
2 |
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|
| Patrick Lewis Investment Group |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 |
|
56230xxxx5 |
bri**@p*********.com |
|
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|
| Merrill Lynch Financial Advisor Marc P Davis |
3010 Old Ranch Pkwy Fl 1, Seal Beach, CA 90740 |
|
56249xxxx8 |
ale*********@m*.com |
|
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| John C. Fleishman - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
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56279xxxx0 |
acc**********@m************.com |
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| Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc. |
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740 |
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56234xxxx6 |
ben*******************@u**.com |
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| Jeff Barrera - Raymond James |
4501 Cerritos Ave Ste 202, Cypress, CA 90630 |
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56252xxxx1 |
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5 |
1 |
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| JC Financial Planning & Investments LLC |
445 Ultimo Ave, Long Beach, CA 90814 |
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56274xxxx1 |
ale***@j***********.net |
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| A1 Financial Inc |
1124 E Pacific Coast Hwy, Long Beach, CA 90806 |
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56223xxxx4 |
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19 |
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| Strategic Portfolio Advisors Inc. |
194 N Marina Dr #202, Long Beach, CA 90803 |
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56243xxxx2 |
inf*@s*********.net |
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| Northwestern Mutual |
100 W Broadway Ste 360, Long Beach, CA 90802 |
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56260xxxx0 |
ade********@n*.com |
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| Cratty & Swanson Insurance Services LLC |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
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56279xxxx0 |
inf*@c*****.com |
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