| Charles Schwab |
525 Fulton Ave, Sacramento, CA 95825 |
|
91697xxxx3 |
app*******************@s*****.com |
3.6 |
19 |
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| Steve Taylor - BancWest Investment Services Wealth Financial Advisor |
500 Capitol Mall Suite 1200, Sacramento, CA 95814 |
|
91683xxxx4 |
aab****@b************.com |
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3.2 |
1062 |
98494 |
1600 |
99000 |
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| Law Offices of Daniel A. Hunt | Estate Planning | Trusts | Estate Litigation |
798 University Ave, Sacramento, CA 95825 |
|
91648xxxx8 |
ane*@d*********.com |
4.8 |
193 |
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577 |
39 |
604 |
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| CAPTRUST |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
cha*************@c*******.com |
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449 |
62 |
577 |
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| Barretta Wealth Management |
63 Natoma St, Folsom, CA 95630 |
|
91629xxxx2 |
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| RAU Financial Strategies |
865 University Ave, Sacramento, CA 95825 |
|
91641xxxx1 |
je**@r*********************.com |
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| Merrill Lynch Financial Advisor Ariel T. Agustin |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
bro*********@m*.com |
3.02 |
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| Mercer Advisors Wealth Management |
3741 Douglas Blvd Suite 130, Roseville, CA 95661 |
|
91678xxxx6 |
aar********@m*************.com |
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2837 |
28 |
2900 |
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| Justin Elliott - Financial Advisor, Ameriprise Financial Services, LLC |
333 University Ave #200, Sacramento, CA 95825 |
|
91656xxxx1 |
dns*****@a***.com |
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| U.S. Bank - Private Wealth Advisor: Pam Long |
621 Capitol Mall, Sacramento, CA 95814 |
|
91649xxxx4 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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| Taylor Building Investers |
2111 J St #402, Sacramento, CA 95816 |
|
91692xxxx0 |
pxx******@t**********************.com |
2 |
4 |
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| Primerica Financial - Jim Stark |
1787 Tribute Rd suite c, Sacramento, CA 95815 |
|
91643xxxx0 |
a.-*******************@p********.com |
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149318 |
3761 |
161000 |
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| Simpson Wealth Planning |
2277 Fair Oaks Blvd #425, Sacramento, CA 95825 |
|
91633xxxx0 |
lam**@s********************.com |
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5 |
7 |
280 |
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280 |
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| Guanill Wealth Management Inc |
333 University Ave Ste 200, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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| Financial Network Wealth Advisors |
1300 Ethan Way # 150, Sacramento, CA 95825 |
|
91664xxxx0 |
dal**@f***************.com |
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| Securities America Inc. |
1375 Exposition Blvd #201, Sacramento, CA 95815 |
|
91636xxxx8 |
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3.7 |
3 |
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| Bautista Wealth Management, LLC. |
180 Promenade Cir Suite 300, Sacramento, CA 95834 |
|
91663xxxx3 |
lui**********@l**.com |
4 |
1 |
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| Deeringer Wealth Management |
3600 American River Dr #290, Sacramento, CA 95864 |
|
91634xxxx0 |
hel**@r**********.com |
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| Western Wealth Management |
815 University Ave, Sacramento, CA 95825 |
|
91697xxxx6 |
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| Darren Babby | M&M Properties |
1545 River Park Dr #100, Sacramento, CA 95815 |
|
91692xxxx1 |
ant****@m***********.com |
3.8 |
85 |
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| Merrill Lynch Wealth Management |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx0 |
bro*********@m*.com |
3 |
2 |
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| Ascendant Wealth Management Group - Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
51569xxxx1 |
dns*****@a***.com |
1.01 |
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| Offices of Noah S. A. Schwartz at Ringler |
3080 Fair Oaks Blvd, Sacramento, CA 95864 |
|
91664xxxx5 |
ykr*******@w******************.com |
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| Edward Jones - Financial Advisor: Dave Nealon |
930 Alhambra Blvd #90, Sacramento, CA 95816 |
|
91644xxxx9 |
a.j*********@e**********.com |
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87433 |
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100000 |
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| MassMutual Northern California - Johnny Lin |
1435 River Park Dr #410, Sacramento, CA 95815 |
|
91643xxxx8 |
bra**@m*********.com |
5 |
1 |
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| Utopia Property Management | Sacramento, CA |
500 Capitol Mall # 2350, Sacramento, CA 95814 |
|
91624xxxx1 |
aar**@u***************.com |
4.4 |
72 |
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6532 |
104 |
6500 |
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| Reliable Association Management Inc |
3430 American River Dr #100, Sacramento, CA 95864 |
|
91656xxxx5 |
inf*@r*******************.com |
2 |
22 |
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| Hardin Realty & Property Management |
836 57th St #520, Sacramento, CA 95819 |
|
91630xxxx4 |
adm**@h*******.com |
4 |
4 |
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4.9 |
29 |
604 |
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648 |
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| U.S. Bank - Private Wealth Advisor: Morgan Lynch |
621 Capitol Mall, Sacramento, CA 95814 |
|
41529xxxx6 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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| Guanill Wealth Management, Inc. |
333 University Ave, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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| Wealth Design Group |
3445 American River Dr # B, Sacramento, CA 95864 |
|
91648xxxx9 |
gar*@w****************.com |
5 |
1 |
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| Advanced Property Management |
7700 College Town Dr, Sacramento, CA 95826 |
|
91638xxxx0 |
acc*******@a***********.com |
3 |
1 |
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| Allison Wealth Management |
1375 Exposition Blvd Ste 201, Sacramento, CA 95815 |
|
91643xxxx3 |
ric************@s****************.com |
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12 |
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14 |
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| David R. Bennette - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx8 |
int**********@m************.com |
2.33 |
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| Ameriprise Financial Services, Inc. |
601 University Ave, Sacramento, CA 95825 |
|
80029xxxx5 |
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| Claycomb Wealth Management |
1024 Iron Point Rd, Folsom, Ca 95630 |
|
83125xxxx3 |
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| Northpoint Asset Management |
2620 Hurley Way B, Sacramento, CA 95864 |
|
91644xxxx7 |
ada********@n***********.com |
4.5 |
112 |
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162 |
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184 |
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| Morgan Stanley Financial Advisors |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91644xxxx1 |
acm***********@m************.com |
2.3 |
3 |
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| Devereaux Estate Law, PC |
455 University Ave #240, Sacramento, CA 95825 |
|
91658xxxx4 |
bra**@d*****************.com |
4.9 |
38 |
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| Young Wealth Management |
502 Mace Blvd UNIT 5, Davis, CA 95618 |
|
53023xxxx2 |
bre**@y********************.com |
5 |
1 |
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| MFM Global |
8625 Unsworth Ave, Sacramento, CA 95828 |
|
53023xxxx1 |
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| Baird Private Wealth Management |
300 University Ave Suite 200, Sacramento, CA 95825 |
|
88879xxxx1 |
ano************@b*********.com |
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|
8165 |
958 |
8700 |
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| True Worth Financial Planning |
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|
91623xxxx4 |
l@t**********.com |
5 |
9 |
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5 |
8 |
132 |
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152 |
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| Genovese Burford & Brothers |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
inf*@c*******.com |
5 |
3 |
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445 |
62 |
570 |
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| Heritage Wealth Management Group - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| Avisen Wealth Management |
3620 American River Dr Suite 145, Sacramento, CA 95864 |
|
91648xxxx7 |
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| Anthony Nye, CFP, CIMA - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| Guanill Wealth Management, Inc. |
333 University Ave Ste 200, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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| Foundation Financial Solutions |
1600 Sacramento Inn Wy #112, Sacramento, CA 95815 |
|
91647xxxx8 |
Cli***@R*****************.com |
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| Northwestern Mutual |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91692xxxx0 |
abb*****@n*****************.com |
4 |
1 |
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|
105815 |
16152 |
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| Michael Hardy, CFP, CIMA, CAP - UBS Financial Services Inc. |
1610 Arden Wy Suite 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| Braun Property Services LLC |
3112 O St #5, Sacramento, CA 95816 |
|
91682xxxx2 |
ale*@b********************.com |
4.2 |
10 |
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| Shawn Paschal - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx7 |
acm***********@m************.com |
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| Joshua Strawn - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| U.S. Bancorp Investments - Financial Advisors: Sacramento |
2460 Watt Ave, Sacramento, CA 95825 |
|
91648xxxx6 |
aar************@u*****.com |
|
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|
345421 |
5414 |
348000 |
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|
| U.S. Bank - Private Wealth Advisor: Robin Martin |
621 Capitol Mall, Sacramento, CA 95814 |
|
91692xxxx1 |
aar************@u*****.com |
|
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|
345421 |
5414 |
348000 |
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| The Capitol Group - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91698xxxx8 |
acm***********@m************.com |
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| Fountainhead Wealth |
1451 River Park Dr #142, Sacramento, CA 95815 |
|
80066xxxx9 |
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5 |
1 |
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| Mariner |
3610 American River Dr, Sacramento, CA 95864 |
|
65057xxxx4 |
eri********@m********************.com |
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222 |
5 |
244 |
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| Herrera May Wealth Management |
100 Howe Ave Suite 120S, Sacramento, CA 95825 |
|
91623xxxx9 |
bre**********@a***********.com |
5 |
4 |
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249 |
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| Wade Gribaldo, Enrolled Agent |
965 University Ave STE 150, Sacramento, CA 95825 |
|
91692xxxx8 |
inf*@g*******.com |
3 |
6 |
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| W Alan Silva - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr, Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
bry*********@a***.com |
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33 |
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| Bruce Pearson - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx0 |
abc*******@u**.com |
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| Evans Financial Wealth Management and Insurance Services |
1425 River Park Dr # 100, Sacramento, CA 95815 |
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ann********@n*.com |
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| Merrill Lynch Financial Advisor Mark Ward |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx6 |
ale***********@m*.com |
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| Grow Properties Management & Investments |
2580 Sierra Blvd # A, Sacramento, CA 95825 |
|
91645xxxx9 |
19b*************************************@w*****************.com |
4.6 |
11 |
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4.8 |
16 |
405 |
14 |
407 |
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| Mossglen Properties | Sacramento Property Management |
53 Mossglen Cir A, Sacramento, CA 95826 |
|
53038xxxx9 |
ale*@b************.com |
5 |
1 |
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| Delyon Wealth Management |
6801 Five Star Blvd #A, Rocklin, CA 95677 |
|
91662xxxx0 |
j.s****@d*******.com |
5 |
2 |
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| Structure Financial Group - Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
dns*****@a***.com |
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| Richard J. Harkless - Private Client Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
91621xxxx6 |
aab****@b************.com |
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3.2 |
1062 |
98494 |
1600 |
99000 |
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| Bell & Co. Private Wealth Management |
770 L St #950, Sacramento, CA 95814 |
|
91644xxxx5 |
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5 |
1 |
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| Towerpoint Wealth |
500 Capitol Mall #1060, Sacramento, CA 95814 |
|
91640xxxx0 |
ago*********@t***************.com |
5 |
82 |
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474 |
394 |
506 |
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| Sierra Ridge Wealth Management |
1435 River Park Dr Ste 504, Sacramento, CA 95815 |
|
91689xxxx7 |
aal*****@s****************.com |
5 |
6 |
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197 |
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235 |
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5 |
18 |
| Josh Albert, CFP® |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91664xxxx8 |
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5 |
6 |
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| Mynd Property Management, Sacramento CA |
2012 P St #201, Sacramento, CA 95811 |
|
91661xxxx8 |
aar*********@m***.co |
4.3 |
551 |
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| Merrill Lynch Financial Advisor Kevin M Kimura |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx4 |
ari*********@m*.com |
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| Merrill Lynch Financial Advisor Rory Barney |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx2 |
ale*********@m*.com |
1 |
1 |
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| Slalom Wealth Management |
836 57th St Suite 457, Sacramento, CA 95819 |
|
91699xxxx4 |
inf*@s***********.com |
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122 |
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123 |
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| Private Wealth Management | U.S. Bank |
621 Capitol Mall Suite 800, Sacramento, CA 95814 |
|
91649xxxx1 |
all*********@a*****.usbank |
1 |
1 |
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345239 |
5467 |
348000 |
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| Bautista Wealth Management, LLC. |
180 Promenade Circle Ste 300, Sacramento, CA |
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lui**********@l**.com |
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| Merrill Lynch Financial Advisor Thomas E Demarois |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx5 |
ari*********@m*.com |
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| Kajiwara Wealth Advisors |
3433 American River Dr ste b, Sacramento, CA 95864 |
|
91627xxxx6 |
bra*@k*********************.com |
5 |
1 |
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| Wealth Advancement, Inc. |
2740 Fulton Ave #129, Sacramento, CA 95821 |
|
91648xxxx1 |
bbr******@b***********.net |
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2 |
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3 |
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| Retirement Security Centers |
8880 Cal Center Dr #220, Sacramento, CA 95826 |
|
80065xxxx3 |
inf*@r********.com |
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188 |
|
199 |
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| Realty Management Company |
1711 Professional Dr, Sacramento, CA 95825 |
|
91648xxxx1 |
joh*@i********************************.propertywaresites |
3.8 |
17 |
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| Jeffrey Won - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx5 |
acc**********@m************.com |
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| Sierra Ridge Advisor Group |
1435 River Park Dr Suite 504, Sacramento, CA 95815 |
|
91689xxxx7 |
aal*****@s****************.com |
5 |
6 |
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| Doug MacRae - Raymond James |
555 University Ave # 120, Sacramento, CA 95825 |
|
91656xxxx4 |
ale*********@r***********.com |
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17479 |
|
18000 |
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| Brown Financial Services Group |
1930 Del Paso Rd STE 122, Sacramento, CA 95834 |
|
91692xxxx7 |
ame********@b*******.com |
1 |
1 |
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384 |
12 |
398 |
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| Endeavor Financial Planning |
555 University Ave #284, Sacramento, CA 95825 |
|
91633xxxx0 |
aja*@k**********.com |
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| Evans Financial Wealth Management and Insurance Services - Northwestern Mutual |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91664xxxx6 |
egb*************@n*.com |
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| Raymond James Financial Services |
3001 I St #230, Sacramento, CA 95816 |
|
91644xxxx4 |
aar************@r***********.com |
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17474 |
|
18000 |
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| Chris W. Rasmussen - Edward Jones Investments |
3600 American River Dr #240, Sacramento, CA 95864 |
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| Towerpoint Wealth |
500 Capitol Mall, Sacramento, CA 95814 |
|
91640xxxx0 |
ag@t***************.com |
|
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474 |
394 |
506 |
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| Wells Fargo Advisors |
400 Capitol Mall #1700, Sacramento, CA 95814 |
|
91644xxxx3 |
a-p*************@w*****************.com |
4 |
4 |
|
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188282 |
|
189000 |
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| Golden State Luxury Properties |
550 Howe Ave #200, Sacramento, CA 95825 |
|
91643xxxx0 |
inf*@g************.com |
4.4 |
11 |
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| Merrill Lynch Financial Advisor Andrew W Phillips |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx2 |
ann********@m*.com |
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| MoneyWise With Marybeth Fiduciary Services |
1900 Point W Way STE 102, Sacramento, CA 95815 |
|
53090xxxx6 |
joh*@m**************.com |
5 |
9 |
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| The Strawn Wealth Consulting Group - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| Sean Murphy - Financial Advisor, Ameriprise Financial Services, LLC |
1451 River Park Dr #286, Sacramento, CA 95815 |
|
91666xxxx6 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Gage Demers |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ale*********@m*.com |
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| Sullivan Wealth Management Group |
3721 Douglas Blvd Ste 205, Roseville, CA 95661 |
|
91652xxxx0 |
bra**********@s**********.com |
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| Fraley & Fraley PC Sacramento Bankruptcy Attorneys |
1401 El Camino Ave #370, Sacramento, CA 95815 |
|
91648xxxx4 |
fra************@g****.com |
4.9 |
118 |
|
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5 |
5 |
134 |
6 |
137 |
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| Chess Financial Planning LLC |
422 1, 2 U St, Sacramento, CA 95818 |
|
20743xxxx2 |
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| Inspire Advisors |
818 University Ave, Sacramento, CA 95825 |
|
91623xxxx1 |
jev**********@i**************.com |
|
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5 |
12 |
120 |
|
130 |
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| Hansen & Associates Financial Group, Inc. |
8880 Cal Center Dr #195, Sacramento, CA 95826 |
|
91670xxxx4 |
bar**@h*******.com |
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110 |
3 |
108 |
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| Diligence Wealth Management, LLC |
2530 Douglas Blvd, Roseville, CA 95661-3989 |
|
91690xxxx6 |
c18*****************************@s*****.wixpress |
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5 |
8 |
| Allworth Financial |
8775 Folsom Blvd #100, Sacramento, CA 95826 |
|
91648xxxx6 |
bil***********@a****************.com |
3.6 |
14 |
|
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|
5389 |
47 |
5500 |
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| Downs Fiduciary Services |
1451 River Park Dr, Sacramento, CA 95815 |
|
91633xxxx1 |
adm**@d***************.com |
5 |
4 |
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| Primerica Financial Services |
2829 Watt Ave Suite 101, Sacramento, CA 95821 |
|
91628xxxx7 |
a.-*******************@p********.com |
4.9 |
37 |
|
|
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|
148648 |
3572 |
159000 |
|
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|
| David T. Nakamura - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx9 |
acm***********@m************.com |
5 |
1 |
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| Lucas Group Financial Planners |
1545 River Park Dr #401, Sacramento, CA 95815 |
|
91692xxxx0 |
|
|
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| BluePrint Investments and Tax Planning |
333 University Ave Suite 200, Sacramento, CA 95825 |
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20992xxxx7 |
cor*@b************.com |
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| Dillon Dougherty - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx9 |
int**********@m************.com |
2.33 |
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| Buck Wealth Management, Inc. |
5207 Sunrise Blvd Ste 120, Fair Oaks, CA 95628 |
|
91657xxxx0 |
buc*@b*********.com |
5 |
1 |
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157 |
7 |
168 |
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| LPL Financial |
2233 Watt Ave #282, Sacramento, CA 95825 |
|
91627xxxx8 |
aar************@l**.com |
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19876 |
200 |
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| U.S. Bancorp Investments - Financial Advisors: Sacramento |
1851 Heritage Ln #250, Sacramento, CA 95815 |
|
91692xxxx5 |
all*********@a*****.usbank |
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345429 |
5408 |
348000 |
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| Monolith Properties |
8801 Folsom Blvd #295, Sacramento, CA 95826 |
|
91629xxxx3 |
and*@m************.com |
2.6 |
19 |
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| Larsen Wealth Management |
5180 Golden Foothill Pkwy, El Dorado Hills, CA 95762 |
|
91693xxxx0 |
kay**@l*********************.com |
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5 |
2 |
| Bradley Mitchell - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx7 |
abc*******@u**.com |
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| Twin Rivers Wealth Management |
1783 Tribute Rd D, Sacramento, CA 95815 |
|
91654xxxx0 |
awr****@t********.com |
5 |
4 |
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| Thomas Qvistgaard - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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| Majerko Investment Management |
1435 River Park Dr # 502, Sacramento, CA 95815 |
|
91692xxxx6 |
inf*@m******.com |
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| Rita Gibson Insurance & Investment Services, Inc. |
601 University Ave #140, Sacramento, CA 95825 |
|
91664xxxx0 |
a.j*****@r*********.com |
3 |
2 |
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| CalBay Investments Inc |
3425 American River Dr B, Sacramento, CA 95864 |
|
80072xxxx9 |
bon***@c****************.com |
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| Dominick Anton Financial Advisor at Twin Rivers Wealth Management |
1783 Tribute Rd D, Sacramento, CA 95815 |
|
91654xxxx5 |
abb**@c*******.com |
5 |
38 |
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9883 |
30 |
12000 |
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| DeCamilla Capital Management, LLC |
4101 J St Suite B, Sacramento, CA 95819 |
|
91697xxxx0 |
joh*@d***************.com |
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| Edward Jones - Financial Advisor: Matt Larsen, AAMS™ |
3620 American River Dr Suite 110, Sacramento, CA 95864 |
|
91648xxxx2 |
a.j*********@e**********.com |
5 |
1 |
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87433 |
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100000 |
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| Soesbe Financial |
5250 Elvas Ave, Sacramento, CA 95819 |
|
91658xxxx0 |
311*************************************@w*****************.com |
5 |
1 |
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38 |
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| Yarnway Wealth Management |
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91624xxxx4 |
inf*@y************.com |
5 |
18 |
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| UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
80067xxxx3 |
abc*******@u**.com |
5 |
1 |
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| Wayne Soloaga - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx1 |
acm***********@m************.com |
5 |
1 |
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| Capitol Wealth Management |
701 Fulton Ave, Sacramento, CA 95825 |
|
91692xxxx0 |
dal***@c********.com |
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1 |
1 |
1 |
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1 |
| Cyril Shah - Raymond James |
641 Fulton Ave # 200, Sacramento, CA 95825 |
|
91671xxxx7 |
ale*********@r***********.com |
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17484 |
|
18000 |
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| O'Brien Wealth Management |
641 Fulton Ave Ste 100, Sacramento, CA 95825 |
|
80055xxxx3 |
sob@o************.com |
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| New Life Financials |
3626 Fair Oaks Blvd Suite 100, Sacramento, CA 95864 |
|
91691xxxx1 |
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| Timothy F McDonald - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx5 |
acm***********@m************.com |
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| McLaughlin Wealth Advisor |
1817 Maryal Dr STE 200, Sacramento, CA 95864 |
|
91648xxxx6 |
kow***@**.firstallied |
1.01 |
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| Williamson Financial Solutions |
1111 Howe Ave suite 530-a, Sacramento, CA 95825 |
|
91692xxxx0 |
lwi********@b*********.com |
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| Parkshore Wealth Management |
50 Iron Point Cir Ste 140, Folsom, CA 95630 |
|
91679xxxx7 |
and*******@p**************.com |
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| BBMP Wealth Management and Insurance Services |
2990 Lava Ridge Ct Ste 210, Roseville, CA 95661 |
|
91667xxxx0 |
ale**********@n*.com |
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209 |
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| Machen Wealth Management |
2377 Gold Meadow Way Ste 176, Gold River, CA 95670 |
|
91652xxxx0 |
sco**@m***********.com |
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131 |
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| Wells Fargo Advisors |
1532 W EL CAMINO AVE, SACRAMENTO, CA 95833 |
|
91644xxxx4 |
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8 |
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1 |
1 |
| Chamberlain Financial Planning & Wealth Management |
333 University Ave #200, Sacramento, CA 95825 |
|
91656xxxx0 |
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| Dachtler Wealth Management, LLC |
2130 E Bidwell St, Folsom, CA 95630 |
|
80033xxxx5 |
abi*********@d*************.com |
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10 |
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| Larsen Wealth Management |
5180 Golden Foothill Pkwy Ste 220, El Dorado Hills, CA 95762 |
|
91693xxxx0 |
kay**@l*********************.com |
5 |
2 |
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| The Natoma Company - Property Management Services |
1561 Response Rd, Sacramento, CA 95815 |
|
91656xxxx0 |
bec***@n********.net |
3.7 |
36 |
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| Alex Garcia - Private Client Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
20920xxxx8 |
aab****@b************.com |
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3.2 |
1062 |
98494 |
1600 |
99000 |
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| Mosaic Wealth Solutions- Loel Heupel, Financial Planner |
301 University Ave #130, Sacramento, CA 95825 |
|
91633xxxx0 |
loe********@l**.com |
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| Restrepo Wealth Solutions Inc. |
1024 Iron Point Rd, Folsom, CA 95630 |
|
53021xxxx9 |
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2 |
| HoyleCohen Wealth Management, Sacramento |
1425 River Park Dr Suite 110, Sacramento, CA 95815 |
|
91658xxxx0 |
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| Clippinger Investment Properties |
4730 El Camino Ave, Carmichael, CA 95608 |
|
94936xxxx6 |
ang*****@c******.com |
1 |
2 |
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| Legacy Movement Connection |
2829 Watt Ave Suite 101, Sacramento, CA 95821 |
|
91643xxxx7 |
inf*@l***********************.com |
5 |
9 |
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| Allison Wealth Management |
1610 Arden Wy #299, Sacramento, CA 95815 |
|
91643xxxx3 |
ric************@s****************.com |
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| Matthew Morehead - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx9 |
|
5.01 |
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| Merrill Lynch Financial Advisor Nick M Brown |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx7 |
ann********@m*.com |
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| Paul Cutter - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| Navion Financial Advisors |
400 Capitol Mall Ste 900, Sacramento, CA 95814 |
|
53029xxxx1 |
doe*@n*********.com |
5 |
1 |
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5 |
10 |
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118 |
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| Baird Private Wealth Management |
1400 Rocky Ridge Dr #250, Roseville, CA 95661 |
|
87779xxxx7 |
ape*****@r******.com |
4 |
4 |
|
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|
8164 |
953 |
8700 |
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| Nix Wealth Management |
1545 River Park Dr #203, Sacramento, CA 95815 |
|
91692xxxx9 |
joe**@n******************.com |
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| Wealth Management Associates Sacramento |
2600 E Bidwell St Suite #210, Folsom, CA 95630 |
|
91635xxxx4 |
and********@w*********.net |
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42 |
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| Accurate Financial Services |
3626 Fair Oaks Blvd, Sacramento, CA 95864 |
|
91661xxxx0 |
kat**@a************.com |
4.4 |
7 |
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| Machen Wealth Management |
2377 Gold Meadow Way #173, Gold River, CA 95670 |
|
91652xxxx0 |
sco**@m***********.com |
|
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132 |
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| Brett Tank - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx3 |
abc*******@u**.com |
|
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| Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC |
333 University Ave #200, Sacramento, CA 95825 |
|
91682xxxx1 |
dns*****@a***.com |
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| Green Wealth Management |
2600 E Bidwell St Ste 150, Folsom, CA 95630 |
|
91698xxxx0 |
aba****@w****************.com |
|
2 |
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5 |
1 |
| Talon Wealth Management |
620 Coolidge Dr #220, Folsom, CA 95630 |
|
91692xxxx0 |
amy*****@t******.com |
5 |
3 |
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|
| Robb Molnar - Wealth Financial Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
91620xxxx4 |
aab****@b************.com |
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3.2 |
1062 |
98494 |
1600 |
99000 |
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| Harper Davis Financial |
1601 Response Rd # 110, Sacramento, CA 95815 |
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91661xxxx7 |
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| Acorn Asset Management Inc |
U.S. Bank Tower, 621 Capitol Mall #1900, Sacramento, CA 95814 |
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91644xxxx8 |
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| Creative Planning |
4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762 |
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86627xxxx8 |
a.j******@c***************.com |
5 |
4 |
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6333 |
120 |
7200 |
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| Archer Pointe Wealth Management |
333 University Ave Suite 200, Sacramento, CA 95825 |
|
91656xxxx0 |
inf*@a*************.com |
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| Lighthouse Strategic Advisors |
735 University Ave, Sacramento, CA 95825 |
|
91648xxxx0 |
bha****@l************.com |
5 |
1 |
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| Demmon Partners |
601 University Ave, Sacramento, CA 95825 |
|
91651xxxx6 |
car****@d*************.com |
3.8 |
18 |
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15 |
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| Encompass Wealth Advisers |
100 Howe Ave #120s, Sacramento, CA 95825 |
|
91627xxxx9 |
chr**********@a***********.com |
4.8 |
23 |
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| Sacramento Payroll Services |
2233 Watt Ave # 120, Sacramento, CA 95825 |
|
91676xxxx0 |
a77*************************************@w*****************.com |
5 |
17 |
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| Empyrion Wealth Management Inc |
3741 Douglas Blvd Ste 130, Roseville, CA 95661 |
|
91678xxxx6 |
inf*@e*************.com |
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479 |
3 |
515 |
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| Woodcreek Wealth Management |
1817 Maryal Dr Ste 200, Sacramento, CA 95864 |
|
91648xxxx0 |
cka*******@1********.com |
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| McHarg & Associates Wealth Planning |
2277 Fair Oaks Blvd #425, Sacramento, CA 95825 |
|
91692xxxx2 |
cli***********@m***************.com |
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| North Star Financial Partners |
2180 Harvard St #410, Sacramento, CA 95815 |
|
91677xxxx0 |
lxx@n*************************.com |
4.5 |
2 |
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| Merrill Lynch Financial Advisor John H Matzoll |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx9 |
ann********@m*.com |
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| Edward Jones - Financial Advisor: Scott Z Matter, CFP® |
1355 Halyard Dr, Ste 140, W Sacramento, CA 95691 |
|
91637xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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87455 |
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100000 |
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| Talon Wealth Management |
180 Promenade Cir #300, Sacramento, CA 95834 |
|
91654xxxx0 |
amy*****@t******.com |
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| Merrill Lynch Wealth Management |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91677xxxx0 |
ali*************@m*.com |
3.5 |
2 |
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| Simpson Wornel |
900 Fulton Ave #100, Sacramento, CA 95825 |
|
91644xxxx9 |
jan@w************.com |
5 |
1 |
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496 |
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505 |
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| Main Street Wealth Group |
431 Cleveland St, Woodland, CA 95695 |
|
53066xxxx8 |
dns*****@a***.com |
5 |
2 |
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258 |
2 |
247 |
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| Merrill Lynch Financial Advisor Jason M Pilcher |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ale*********@m*.com |
5 |
1 |
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| Northwestern Mutual Financial |
1540 River Park Dr # 114, Sacramento, CA 95815 |
|
91656xxxx0 |
abb*****@n*****************.com |
2 |
1 |
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107349 |
16225 |
108000 |
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| Generations Wealth Management - UBS Financial Services Inc. |
1610 Arden Way, Suite 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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| Executech - Managed IT Services Company Sacramento |
836 57th St Suite 434, Sacramento, CA 95819 |
|
91640xxxx6 |
abr**@e********.com |
5 |
7 |
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4 |
34 |
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79 |
1600 |
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| Sterling Retirement Group of Sacramento |
300 Harding Blvd STE 115, Roseville, CA 95678 |
|
91672xxxx2 |
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5 |
3 |
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| First Summit WM |
301 University Ave, Sacramento, CA 95825 |
|
83374xxxx0 |
ara**********@f************.com |
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| South Placer Wealth Management Group |
3175 Sunset Blvd #102, Rocklin, CA 95677 |
|
91625xxxx2 |
dwi****@s****.com |
4 |
4 |
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| Merrill Lynch Financial Advisor Yousaf Zamanudin |
555 Capitol Mall, Sacramento, CA 95814 |
|
91620xxxx0 |
ari*********@m*.com |
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| Mariner Wealth Advisors |
601 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
aal*************@m********************.com |
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15 |
4400 |
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| Holmes Financial |
2020 Hurley Way Ste 225, Sacramento, CA 95825 |
|
91669xxxx0 |
les@h********.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Andrew M Cloninger |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ban********************@m*.com |
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| Legacy Wealth Management |
555 Capitol Mall Ste 747, Sacramento, CA 95814 |
|
91646xxxx1 |
joh*******@r*************.com |
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| Carolyn M Young Fiduciary Services |
425 Fairgate Rd, Sacramento, CA 95825 |
|
91644xxxx5 |
inf*@c************.com |
2.3 |
30 |
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| Wedbush Securities |
455 Capitol Mall # 150, Sacramento, CA 95814 |
|
91632xxxx9 |
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5 |
1 |
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| William Kendall, CFP - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| Checklist Wealth Management Inc. |
2398 Fair Oaks Blvd #8, Sacramento, CA 95825 |
|
91689xxxx6 |
joh******@c************************.com |
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| U.S. Bank - Private Wealth Advisor: Taylor Toledo |
621 Capitol Mall Suite 800, Sacramento, CA 95814 |
|
91649xxxx5 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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| Edward Jones - Financial Advisor: Brian Casper, CFP® |
5676 Elvas Ave Suite 100, Sacramento, CA 95819 |
|
91654xxxx7 |
a.j*********@e**********.com |
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40 |
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| Merrill Lynch Financial Advisor Steven J Deelstra |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx9 |
bro*********@m*.com |
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| Boyd Wealth Management |
1375 Exposition Blvd #220, Sacramento, CA 95815 |
|
91636xxxx2 |
boy********************@b**********.com |
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187 |
2 |
182 |
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| Golden Wealth Capital |
3626 Fair Oaks Blvd Suite 100, Sacramento, CA 95864 |
|
91674xxxx3 |
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5 |
15 |
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| Merrill Lynch Financial Advisor David Cloninger |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
bro*********@m*.com |
3.02 |
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| Merrill Lynch Financial Advisor Lela S Bayley |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx2 |
ban********************@m*.com |
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| Archer Financial Services |
3301 Watt Ave # 300, Sacramento, CA 95821 |
|
91648xxxx5 |
lre***@a**************.net |
5 |
1 |
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| Ryan Wealth Management |
463 Century Park Dr, Yuba City, CA 95991 |
|
53067xxxx0 |
adm**@r*********.com |
5 |
2 |
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125 |
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| Fountainhead Wealth Inc |
1860 Howe Ave Unit 106, Sacramento, CA 95825 |
|
91677xxxx0 |
las*@f*****************.com |
5 |
1 |
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| Monroe Wealth Management |
1160 Battery St suite 100, San Francisco, CA 94111 |
|
51099xxxx3 |
jan****@m*******.com |
5 |
29 |
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