| Shusterman Wealth Management |
16935 W Bernardo Dr UNIT 223, San Diego, CA 92127 |
|
85867xxxx0 |
bry***@s***************.com |
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5 |
21 |
311 |
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325 |
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| Lucia Capital Group |
16789 Bernardo Center Dr, San Diego, CA 92128 |
|
80064xxxx0 |
afr******@l*******.com |
5 |
1 |
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622 |
21 |
690 |
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| Merrithew & Thorsten, Inc |
9820 Willow Creek Rd, San Diego, CA 92131 |
|
85854xxxx5 |
les@f***************.com |
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| First Then Insurance & Financial Services |
350 W 9th Ave, Escondido, CA 92025 |
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61998xxxx8 |
use*@d*****.com |
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| Financial Bridges |
12975 Brookprinter Pl #140, Poway, CA 92064 |
|
85848xxxx0 |
gle***@f***************.com |
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| Creative Planning |
7777 Alvarado Rd Ste 116, La Mesa, CA 91942 |
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61937xxxx9 |
ab4*********@c***************.com |
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6309 |
112 |
7200 |
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| Buley Wealth Management Group |
10636 Scripps Summit Ct #140, San Diego, CA 92131 |
|
85865xxxx0 |
jam********@l**.com |
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| LGC Financial |
13446 Poway Rd #507, Poway, CA 92064 |
|
76060xxxx0 |
icl******@8*********.com |
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44 |
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| von Berge Wealth Management |
600 W Broadway, San Diego, CA 92101 |
|
61934xxxx3 |
eri*********@v****************.com |
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| Coseo Properties Inc |
10920 Via Frontera #500, San Diego, CA 92127 |
|
76047xxxx3 |
cal*****@c**************.com |
4.6 |
9 |
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| College Planning Source |
10875 Rancho Bernardo Rd Suite 115, San Diego, CA 92127 |
|
85867xxxx0 |
cas******@c********************.com |
4.8 |
17 |
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386 |
6 |
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| Merrill Lynch Financial Advisor Ryan L Wetsel |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx4 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Dunyong Wen |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx3 |
ale*********@m*.com |
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| Property Income Advisors, Inc. |
16880 W Bernardo Dr UNIT 150, San Diego, CA 92127 |
|
85845xxxx5 |
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| Friedemann & Associates - Ameriprise Financial Services, LLC |
12700 Stowe Dr Ste 240, Poway, CA 92064 |
|
85848xxxx0 |
dns*****@a***.com |
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| Archipelago Wealth Management |
402 W Broadway Ste 400, San Diego, CA 92101 |
|
61944xxxx2 |
art*********@l**.com |
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5 |
11 |
111 |
3 |
113 |
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| Edward Jones - Financial Advisor: Ryan S Kinney |
900 Lane Ave UNIT 110, Chula Vista, CA 91914 |
|
61939xxxx8 |
acc**********@e**********.com |
2.027 |
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86221 |
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96000 |
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| Asset Marketing Systems |
13500 Evening Creek Dr N Suite #550, San Diego, CA 92128 |
|
88830xxxx5 |
gio******@a*******.com |
5 |
11 |
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4.5 |
31 |
364 |
72 |
362 |
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| Merrill Lynch Financial Advisor Keith Kitagawa |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx4 |
ann********@m*.com |
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| Paul VandenBrook - Financial Advisor, Ameriprise Financial Services, LLC |
884 Eastlake Pkwy #1615, Chula Vista, CA 91914 |
|
85876xxxx9 |
dns*****@a***.com |
5.01 |
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| Hogan Wealth Management |
11770 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85845xxxx2 |
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| Fundamental Wealth Management - Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85876xxxx1 |
dns*****@a***.com |
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| Comerica Bank |
11608 Carmel Mountain Rd, San Diego, CA 92128 |
|
85867xxxx5 |
aay****@c*******.com |
3.4 |
13 |
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13159 |
1026 |
14000 |
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| Merrill Lynch Wealth Management |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
bro*********@m*.com |
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| Edward Jones - Financial Advisor: Casey A Caliva, AAMS™ |
2222 Fern St, San Diego, CA 92104 |
|
61951xxxx4 |
acc**********@e**********.com |
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71 |
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74 |
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5 |
1 |
| ORIN GREEN FINANCIAL |
9820 Willow Creek Rd #210, San Diego, CA 92131 |
|
85863xxxx2 |
inf*@o*****************.com |
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| Merrill Lynch Wealth Management |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx0 |
3d@l****.ml |
4.7 |
3 |
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| Sierra Pacific Wealth Management |
11121 Chula Vista Ave, San Jose, CA 95127 |
|
40821xxxx7 |
ben*******@s**************.com |
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| Thomas Seidel - Morgan Stanley |
16644 W Bernardo Dr Suite 400, San Diego, CA 92127 |
|
85867xxxx4 |
acc**********@m************.com |
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| WealthGurus |
10620 Treena St Suite 230, San Diego, CA 92131 |
|
86637xxxx5 |
bru**@w**********.com |
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| Manning Wealth Management, Inc |
401 B St UNIT 2300, San Diego, CA 92101 |
|
61923xxxx7 |
bi**@m********.com |
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| The Compass Pointe Group |
16870 W Bernardo Dr UNIT 150, San Diego, CA 92127 |
|
85887xxxx0 |
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5 |
1 |
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| OneMain Financial |
1276 Auto Park Way Suite E, Escondido, CA 92029 |
|
76073xxxx8 |
abc*******@o***************.com |
3.4 |
29 |
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| Western Financial Corporation |
13400 Sabre Springs Pkwy STE 170, San Diego, CA 92128 |
|
61954xxxx0 |
joh*@w**********.com |
3 |
2 |
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| American Consumer Credit Counseling, Inc. |
333 H St Suite 5000, Chula Vista, CA 91910 |
|
87744xxxx3 |
bki***@c*************.com |
4.9 |
41 |
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| PracticeCFO |
13400 Sabre Springs Pkwy #255, San Diego, CA 92128 |
|
80067xxxx2 |
aar**@p**********.com |
5 |
86 |
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218 |
4 |
242 |
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| Creative Capital Management Investments LLC (CCMI) |
6265 Greenwich Dr STE 201, San Diego, CA 92122 |
|
61929xxxx3 |
abb*@m*****.com |
5 |
1 |
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| San Diego Financial Advisor - Platt Wealth Management |
3838 Camino Del Rio N Unit 365, San Diego, CA 92108 |
|
61925xxxx4 |
cxx*****@p********************.com |
5 |
2 |
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114 |
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126 |
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| Wilsey Asset Management |
10620 Treena St Suite 100, San Diego, CA 92131 |
|
85822xxxx4 |
all****@w********************.com |
5 |
2 |
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| CFG Wealth Management |
4370 La Jolla Village Dr Suite 630, San Diego, CA 92122 |
|
85855xxxx0 |
ale**********@c*****.com |
4.6 |
21 |
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| Eiger Wealth Management, LLC |
16855 W Bernardo Dr Suite 310, San Diego, CA 92127 |
|
85876xxxx0 |
inf*@e**********.com |
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| Voyant Advisors LLC |
15373 Innovation Dr, San Diego, CA 92128 |
|
85879xxxx0 |
aco**@v*************.com |
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| Merrill Lynch Financial Advisor Brian R Johns |
701 B St Ste 2400, San Diego, CA 92101 |
|
50945xxxx6 |
ban********************@m*.com |
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| Norima Consulting, Inc |
16870 W Bernardo Dr Suite 240, San Diego, CA 92127 |
|
85886xxxx7 |
a@n***************.com |
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230 |
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| Judith Leigh Seaver - UBS Financial Services Inc. |
17180, Center Suite 100, San Diego, CA 92128 |
|
85852xxxx7 |
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| Prosperity Private Wealth |
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|
61967xxxx2 |
dma*****@p***********.com |
5 |
2 |
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| Immanuel & AnG's Financial Services |
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|
83393xxxx0 |
ang************@g****.com |
5 |
15 |
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| Law Office of Paul Hilton |
9921 Carmel Mountain Rd #30, San Diego, CA 92129 |
|
85824xxxx0 |
pau*@p************.com |
5 |
14 |
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18 |
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| Wells Fargo Advisors |
2265 OTAY LAKES RD, CHULA VISTA, CA 91915 |
|
61959xxxx0 |
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4 |
12 |
| Pure Financial Advisors, LLC |
3131 Camino Del Rio N #1550, San Diego, CA 92108 |
|
61981xxxx0 |
abb********@p************.com |
5 |
6 |
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1668 |
|
1700 |
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| Bradley Wealth |
350 10th Ave Ste 820, San Diego, CA 92101 |
|
61951xxxx0 |
ale*@b************.com |
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|
763 |
|
776 |
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| Aurora Wealth Advisors |
9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131 |
|
85832xxxx6 |
adm**@a***********.com |
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| UBS Financial Services Inc. |
17180 Rancho Bernardo Center Suite 100, San Diego, CA 92128 |
|
85852xxxx0 |
abc*******@u**.com |
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| Robinson Wealth Management of Raymond James |
8910 University Center Ln #600, San Diego, CA 92122 |
|
85832xxxx1 |
aar************@r***********.com |
5 |
1 |
|
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|
17479 |
|
18000 |
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| The Willis Group - UBS Financial Services Inc. |
17180 Rancho, Bernardo Center Dr Suite 100, San Diego, CA 92128 |
|
85852xxxx5 |
abc*******@u**.com |
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| Todd Financial Group |
260 W Crest St ste e, Escondido, CA 92025 |
|
76048xxxx0 |
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| LS Investment Management |
4700 Spring St UNIT 308, La Mesa, CA 91942 |
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61930xxxx0 |
inf*@l*********************.com |
5 |
1 |
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20 |
3 |
26 |
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| Boursa Investments |
690 Otay Lakes Rd #275, Chula Vista, CA 91910 |
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61975xxxx9 |
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| U.S. Bank – Wealth Management Banker: Guillermo Ramirez |
1745 Eastlake Pkwy Ste 104, Chula Vista, CA 91915 |
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61940xxxx9 |
ale************@u*****.com |
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345344 |
5428 |
348000 |
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| Manuel D Horner - Financial Advisor, Ameriprise Financial Services, LLC |
884 Eastlake Pkwy #1615, Chula Vista, CA 91914 |
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85876xxxx5 |
dns*****@a***.com |
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| Illumination Wealth Management |
4320 La Jolla Village Dr #210, San Diego, CA 92122 |
|
85824xxxx5 |
chr********@i*****************.com |
5 |
2 |
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| Investment Realty Homes & Loans Inc. of Chula Vista & Bonita - Buy / Sell Real Estate |
3450 Bonita Rd #204, Chula Vista, CA 91910 |
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61965xxxx1 |
ant****@j*******.com |
5 |
9 |
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| Silvia McColl Wealth Management |
600 W Broadway Ste 2625, San Diego, CA 92101 |
|
61963xxxx0 |
bi**@s***********.com |
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| Superior Planning, Inc. |
9820 Willow Creek Rd #105, San Diego, CA 92131 |
|
85854xxxx6 |
pla*****@s********.com |
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| Chisholm Financial Planning & Investments |
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61978xxxx4 |
Inf*@c************************.com |
5 |
1 |
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213 |
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221 |
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| CUSO Financial Services, L.P. |
10150 Meanley Dr First Floor, San Diego, CA 92131 |
|
80068xxxx4 |
aba***@c******.com |
2 |
25 |
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| CAVU Wealth Management |
10001 Maine Ave, Lakeside, CA 92040 |
|
85836xxxx0 |
cde*******@c*****.com |
5.03 |
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| T & B Financial Consulting LLC |
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85569xxxx8 |
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5 |
10 |
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| San Diego Tax & Wealth Management |
7777 Alvarado Rd #405, La Mesa, CA 91942 |
|
61969xxxx2 |
bho**@s**********.com |
5 |
3 |
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| David Lien - Financial Advisor, Ameriprise Financial Services, LLC |
1230 Auto Park Way Ste 1001, Escondido, CA 92029 |
|
85876xxxx8 |
dav*******@a***.com |
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| Golden Financial Services |
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85860xxxx6 |
app**@a****.com |
4.7 |
57 |
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| Pacific Wealth Management |
11512 El Camino Real #350, San Diego, CA 92130 |
|
85850xxxx7 |
con******@p********.com |
4.7 |
14 |
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| Wardein Wealth Management of Raymond James |
13500 Evening Creek Dr N Ste 100, San Diego, CA 92128 |
|
85858xxxx3 |
aar************@r***********.com |
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| Ann Tu - Morgan Stanley |
16644 W Bernardo Dr Suite 400, San Diego, CA 92127 |
|
85867xxxx1 |
int**********@m************.com |
5 |
1 |
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| OneMain Financial |
520 Broadway #4, Chula Vista, CA 91910 |
|
61921xxxx5 |
ben************@o**.com |
3 |
20 |
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| John H. Kerr - UBS Financial Services Inc. |
17180 Rancho Bernardo Center Suite 100, San Diego, CA 92128 |
|
85852xxxx6 |
abc*******@u**.com |
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| Carey & Raicevic CPAs, Inc. |
9939 Hibert St suite 206, San Diego, CA 92131 |
|
85856xxxx0 |
gar*@c*******.com |
3.7 |
3 |
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| Wells Fargo Advisors |
13520 Evening Creek Dr N Suite 500, San Diego, CA 92128 |
|
85824xxxx0 |
ant************@w*****************.com |
1 |
1 |
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188700 |
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190000 |
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| LHD Insurance & Financial Services |
13776 Paseo Cevera, San Diego, CA 92129 |
|
85853xxxx4 |
bul********@l***********.com |
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59 |
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61 |
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| RG Alliance Group |
140 W 3rd Ave, Escondido, CA 92025 |
|
76070xxxx2 |
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5 |
7 |
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| Jerwin Paz - Morgan Stanley |
16644 W Bernardo Dr Suite 400, San Diego, CA 92127 |
|
85867xxxx2 |
int**********@m************.com |
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| HomeTeam Property Management |
821 Bowsprit Rd, Chula Vista, CA 91914 |
|
61987xxxx8 |
bru**@h*********.com |
2.9 |
24 |
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602 |
10 |
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| Charted Course Wealth Management of Raymond James |
13500 Evening Creek Dr N Ste 100D, San Diego, CA 92128 |
|
83346xxxx4 |
aar************@r***********.com |
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17 |
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19 |
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| Paffendorf Wealth Management Group - UBS Financial Services Inc. |
17180 Rancho Bernardo Center Suite 100, San Diego, CA 92128 |
|
85852xxxx9 |
abc*******@u**.com |
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| Serenity Financial Planning - Financial Planning in La Jolla, California |
16870 W Bernardo Dr #400, San Diego, CA 92127 |
|
85825xxxx5 |
ann************@l**.com |
5 |
10 |
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227 |
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| Bradford Willis - Morgan Stanley |
16644 W Bernardo Dr Suite 400, San Diego, CA 92127 |
|
85867xxxx6 |
acc**********@m************.com |
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| susie liu lpl financial |
11440 W Bernardo Ct, San Diego, CA 92127 |
|
85869xxxx7 |
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| Modern Money Management |
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|
85822xxxx5 |
nni******@y****.com |
5 |
6 |
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| Raymond James & Associates |
13500 Evening Creek Dr N Ste 100, San Diego, CA 92128 |
|
85885xxxx3 |
a.-************@r***********.com |
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17473 |
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18000 |
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| Wisdom Wealth Management - Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85879xxxx8 |
dns*****@a***.com |
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| UBS Financial Services Inc. |
17180 Bernardo Center Dr, San Diego, CA 92128 |
|
85852xxxx0 |
ber*******@u**.com |
5 |
1 |
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| Jim Lynch - RBC Wealth Management Financial Advisor |
655 West Broadway, Suite 1000, San Diego, CA 92101 |
|
61969xxxx4 |
rbc*********@r**.com |
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| Merrill Lynch Wealth Management |
7825 Fay Ave Suite 300, La Jolla, CA 92037 |
|
85845xxxx9 |
ale*********@m*.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Jason L Corzine |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx1 |
ale*********@m*.com |
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| Melbrod Wealth Management |
13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 |
|
76047xxxx2 |
inf*@m******.com |
5 |
2 |
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| RED Seven Wealth Management |
960 Canterbury Pl, Escondido, CA 92025 |
|
76070xxxx7 |
inf*@r*****.com |
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| Scripps Wealth Management |
9915 Mira Mesa Blvd #110, San Diego, CA 92131 |
|
85827xxxx8 |
*nn*@p************.com |
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30 |
3 |
26 |
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| Bull Oak Capital |
4747 Executive Dr Suite 1010, San Diego, CA 92121 |
|
85899xxxx0 |
bul********@c*************.com |
5 |
26 |
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199 |
36 |
204 |
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| Copley Financial Group, Inc. |
2650 Camino Del Rio N Suite #350, San Diego, CA 92108 |
|
61929xxxx8 |
doe*****@f***********************.com |
4.9 |
50 |
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| CMB Wealth Solutions |
500 La Terraza Blvd #150, Escondido, CA 92025 |
|
76093xxxx1 |
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| Yorkshire Wealth Management |
16935 W Bernardo Dr # 170, San Diego, CA 92127 |
|
85879xxxx6 |
dou***********@y*****.com |
4.7 |
6 |
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| Falcon Wealth Planning |
600 W Broadway Suite 700, San Diego, CA 92101 |
|
85596xxxx6 |
cca*****@f*******************.com |
5.012 |
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| Blake Gallion, CFP |
12396 World Trade Dr UNIT 310, San Diego, CA 92128 |
|
85880xxxx2 |
adv****@b***********.com |
5 |
1 |
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| Nautica Wealth Advisors |
11440 W Bernardo Ct Suite 290, San Diego, CA 92127 |
|
85825xxxx0 |
inf*@n*********.net |
4.5 |
2 |
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452 |
|
454 |
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| Merrill Lynch Financial Advisor Natalie P Chappius |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx6 |
ale*********@m*.com |
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| SCF Securities, Inc. |
10150 Meanley Dr, San Diego, CA 92131 |
|
55945xxxx8 |
inf*@s*****.com |
3 |
1 |
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68 |
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| Carlo Boton - Financial Advisor, Ameriprise Financial Services, LLC |
45 N Broadway, Chula Vista, CA 91910 |
|
85876xxxx8 |
car********@a***.com |
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|
132670 |
|
134000 |
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| Primerica Financial Services |
690 Otay Lakes Rd UNIT 120, Chula Vista, CA 91910 |
|
61942xxxx4 |
a.-*******************@p********.com |
3.7 |
9 |
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|
147368 |
4028 |
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| BDM Wealth Management |
11717 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx1 |
bri**@b********.com |
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| Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
|
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|
163 |
|
179 |
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| Dean Roland Russell LLC, Family Wealth Management |
16880 W Bernardo Dr STE 170, San Diego, CA 92127 |
|
85848xxxx7 |
inf*@d********.com |
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| Telos Capital Management, Inc. |
13480 Evening Creek Dr N Suite 250, San Diego, CA 92128 |
|
85827xxxx0 |
aar****@t*******.com |
3 |
2 |
|
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28 |
|
31 |
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| Origin Tax & Financial Services | Tax Relief | Tax Settlement |
1100 Industrial Blvd E-17, Chula Vista, CA 91911 |
|
88886xxxx4 |
dat*****************@i****.de |
4.3 |
147 |
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| Morgan Stanley Financial Advisors |
16644 W Bernardo Dr Suite 400, San Diego, CA 92127 |
|
85867xxxx0 |
int**********@m************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Ashley Gonzalez, CEPA® |
690 Otay Lakes Rd Suite 200, Chula Vista, CA 91910 |
|
61975xxxx8 |
a.j*********@e**********.com |
5 |
4 |
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86221 |
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96000 |
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| Orion Capital Management LLC |
1330 Orange Ave #302, Coronado, CA 92118 |
|
61931xxxx0 |
cha*@o***************.com |
5 |
2 |
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27 |
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| Core Financial Processing |
11440 W Bernardo Ct STE 300, San Diego, CA 92127 |
|
61957xxxx9 |
inf*@c**********************.com |
4.8 |
4 |
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9400 |
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| Thomas A Trax, Wealth Advisor, CEP- LPL Financial |
2221 Camino del Rio S STE 307, San Diego, CA 92108 |
|
61946xxxx0 |
ixc***********@l**.com |
5 |
6 |
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31 |
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32 |
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| Financial Advisors | U.S. Bancorp Investments |
125 N Broadway, Escondido, CA 92025 |
|
76023xxxx7 |
ale************@u*****.com |
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345228 |
5468 |
348000 |
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| Bank of America (with Drive-thru ATM) |
10511 Craftsman Way, San Diego, CA 92127 |
|
85867xxxx0 |
amy*****@b***.com |
3.4 |
19 |
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| Tax & Financial |
2535 Windward Way, Chula Vista, CA 91914 |
|
61942xxxx4 |
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4.3 |
11 |
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| RCI Asset Management Inc |
5282 Eastgate Mall, San Diego, CA 92121 |
|
85830xxxx0 |
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1 |
2 |
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| Covenant Capital Solutions LLC |
350 W 9th Ave, Escondido, CA 92025 |
|
76028xxxx0 |
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| Addison Avenue Investment Services |
16399 W Bernardo Dr, San Diego, CA 92127 |
|
85838xxxx2 |
aar************@r***********.com |
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17485 |
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18000 |
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| Sage Capital Advisors, LLC |
11440 W Bernardo Ct STE 300, San Diego, CA 92127 |
|
84427xxxx3 |
anu****@s*******.com |
5 |
1 |
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95 |
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| Beacon Retirement Planning Group Inc |
960 Canterbury Pl # 110, Escondido, CA 92025 |
|
85827xxxx6 |
dmc*****@b*******.com |
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| Canter Wealth |
7825 Fay Ave #140, La Jolla, CA 92037 |
|
85881xxxx0 |
aco*@c***********.com |
5 |
62 |
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482 |
17 |
497 |
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| Enterprise Bank & Trust |
530 Broadway, Chula Vista, CA 91910 |
|
61942xxxx0 |
abc***@e*************.com |
4.9 |
80 |
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5941 |
125 |
5900 |
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| Navy Federal Credit Union |
709 Center Dr Ste 102, San Marcos, CA 92069 |
|
88884xxxx8 |
abc*******@n**********.org |
4.2 |
39 |
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190470 |
6988 |
11 |
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| Charles Schwab |
10920 Via Frontera Ste 100, San Diego, CA 92127 |
|
85861xxxx2 |
nam*@e******.com |
4 |
11 |
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| HeetWave Properties |
333 H St Suite 5000, Chula Vista, CA 91910 |
|
88855xxxx8 |
art@h*****************.com |
4.2 |
65 |
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| Astle Wealth Management |
101 W Broadway, San Diego, CA 92101 |
|
61957xxxx9 |
joa********@c******.com |
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| Merrill Lynch Financial Advisor Joshua Rayburn |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx9 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Allan Tentler |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx2 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Ken Attorri, AAMS™ |
9815 Carroll Canyon Rd #106, San Diego, CA 92131 |
|
85856xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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| Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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163 |
|
179 |
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| Excel Wealth Management - UBS Financial Services Inc. |
17180, Center Suite 100, San Diego, CA 92128 |
|
85852xxxx3 |
ber*******@u**.com |
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| The TRC Group - Morgan Stanley |
16644 W Bernardo Dr Suite 400, San Diego, CA 92127 |
|
85867xxxx0 |
int**********@m************.com |
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| Heritage Wealth Management, Inc. |
11440 W Bernardo Ct # 390, San Diego, CA 92127 |
|
85861xxxx1 |
con****@h***.com |
5 |
16 |
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| Bjurstrom Wealth Management |
12396 World Trade Dr UNIT 310, San Diego, CA 92128 |
|
85848xxxx0 |
bri************@s****************.com |
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| Braceland Homes Inc. |
602 S Grape St, Escondido, CA 92025 |
|
61994xxxx0 |
eri*@b*************.com |
5 |
18 |
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| mkt advisors llc |
900 Canterbury Pl, Escondido, CA 92025 |
|
76065xxxx0 |
ama***@m*************.com |
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6 |
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| Merrill Lynch Financial Advisor Donna M Luna de la Fuente |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
ale*********@m*.com |
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| Cafiero Tax & Finacial Services |
11848 Bernardo Plaza Ct # 210, San Diego, CA 92128 |
|
85848xxxx9 |
|
5 |
2 |
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| Private Wealth Management | U.S. Bank |
530 B St Ste 2400, San Diego, CA 92101 |
|
61969xxxx6 |
aar************@u*****.com |
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|
345614 |
5351 |
348000 |
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| RBC Wealth Management |
500 La Terraza Blvd UNIT 102, Escondido, CA 92025 |
|
76074xxxx0 |
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| SharMarc Financial Advisors, Inc. |
16855 W Bernardo Dr #250, San Diego, CA 92127 |
|
85845xxxx2 |
sha**************@l**.com |
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| Rudolfo Tcruz - Prudential Financial |
642 3rd Ave suite d, Chula Vista, CA 91910 |
|
61949xxxx0 |
??r*********@p*********.com |
5 |
1 |
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| Highland Capital Financial Consulting, LLC |
9845 Erma Rd #210a, San Diego, CA 92131 |
|
85854xxxx1 |
|
5 |
1 |
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| Beta Asset Management |
11421 W Bernardo Ct, San Diego, CA 92127 |
|
85820xxxx5 |
inf*@b******************.com |
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| Koala Financial and Bonita Tax Service |
5012 Central Ave suite j, Bonita, CA 91902 |
|
61947xxxx2 |
ale*@k****.cpa |
4.8 |
20 |
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| Fidelity Investments |
16656 Bernardo Center Dr, Rancho Bernardo, CA 92128 |
|
80062xxxx4 |
abb*********@f*******.com |
4.1 |
15 |
|
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|
329030 |
|
352000 |
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| Utopia Property Management | Chula Vista, CA |
750 Otay Lakes Rd #2012, Chula Vista, CA 91910 |
|
61929xxxx5 |
aar**@u***************.com |
4.9 |
27 |
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| Ibarra Carrillo Soto CPAs + Advisors |
310 3rd Ave Ste A28, Chula Vista, CA 91910 |
|
61942xxxx8 |
aci@i******.com |
4.9 |
11 |
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| Financial Sense Wealth Management |
10809 Thornmint Rd # 2, San Diego, CA 92127 |
|
85848xxxx9 |
aar**********@f*************.com |
4 |
3 |
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|
3174 |
3 |
3200 |
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|
| Merrill Lynch Financial Advisor Scott O'Connell |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx1 |
ale*********@m*.com |
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|
| The Hyldahl Wealth Management Group - UBS Financial Services Inc. |
17180 Rancho, Bernardo Center Dr #100, San Diego, CA 92128 |
|
85852xxxx3 |
ber*******@u**.com |
|
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|
| The Financial Planning Company |
2761 Teresita St, San Diego, CA 92104 |
|
61999xxxx1 |
bre*****@t***.co |
5 |
6 |
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| Accumulation Wealth Partners |
13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 |
|
85825xxxx5 |
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| Quest Accounting & Financial Services |
10620 Treena St, San Diego, CA 92131 |
|
85832xxxx1 |
dav***@q*******.com |
|
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| Mission Fed Credit Union - Raymond James |
1500 E Valley Pkwy UNIT B, Escondido, CA 92027 |
|
85852xxxx8 |
aar************@r***********.com |
|
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|
17156 |
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| Sorrento Pacific Financial LLC |
10150 Meanley Dr Ste 200, San Diego, CA 92131 |
|
87728xxxx8 |
ajo***@s**************.com |
1 |
2 |
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| Blue Summit Wealth Management - Sustainable Investing |
9001 Grossmont Blvd # 718, La Mesa, CA 91941 |
|
61969xxxx0 |
all**@b***************.com |
5 |
1 |
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|
299 |
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|
| Succession Link |
10920 Via Frontera Suite 520a, San Diego, CA 92127 |
|
87739xxxx0 |
inf*@s*************.com |
4 |
44 |
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|
| Next Gen Financial Planning |
1455 Frazee Rd Suite 543, San Diego, CA 92108 |
|
61936xxxx7 |
and***@n***********************.com |
5 |
8 |
|
|
5 |
25 |
|
|
107 |
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|
| U.S. Bancorp Investments - Financial Advisors: San Diego |
5100 Federal Blvd, San Diego, CA 92105 |
|
61968xxxx1 |
aar************@u*****.com |
4.2 |
5 |
|
|
|
|
345378 |
5428 |
348000 |
|
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|
|
| Edward Jones - Financial Advisor: Michael A Ortiz |
12396 World Trade Dr Suite 111, San Diego, CA 92128 |
|
85879xxxx6 |
acc**********@e**********.com |
5 |
3 |
|
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| Ted Buchan & Company |
12396 World Trade Dr suite 112, San Diego, CA 92128 |
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85860xxxx6 |
inf*@t********.com |
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| Gold Path Investment Group, LLC |
2298 Dragonfly St, Chula Vista, CA 91915 |
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85856xxxx0 |
kgu******@g****.com |
5 |
2 |
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| J&F Wealth Management |
402 W Broadway Suite 400, San Diego, CA 92101 |
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86655xxxx6 |
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| CCS Capital Management |
15373 Innovation Dr # 100, San Diego, CA 92128 |
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85885xxxx0 |
inf*@c*****.com |
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| RetirementDNA |
533 S Vinewood St, Escondido, CA 92029 |
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85821xxxx4 |
aba***@r************.com |
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| Steve Lahre - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
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61969xxxx1 |
wms**********@r**.com |
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14777 |
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16000 |
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| Yolanda B DeRiquer, Pacific Coast Commercial |
10721 Treena St #200, San Diego, CA 92131 |
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61957xxxx6 |
sup****@c*******.com |
5 |
11 |
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197599 |
7 |
303000 |
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| Vector Financial Solutions, Inc., Registered Investment Advisor - David Wilson, CFP |
139 E 3rd Ave, Escondido, CA 92025 |
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76074xxxx9 |
dav*@v********.com |
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| Wells Fargo Advisors |
880 Canarios Ct STE 200, Chula Vista, CA 91910 |
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61965xxxx0 |
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3 |
2 |
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| Securities Center Inc |
245 E St, Chula Vista, CA 91910 |
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61942xxxx0 |
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| Krause Wealth Partners |
350 10th Ave Ste 1000, San Diego, Ca 92101 |
|
85836xxxx2 |
pau*@k*************.com |
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5 |
5 |
116 |
7 |
115 |
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| Stifel |
16870 W Bernardo Dr UNIT 150, San Diego, CA 92127 |
|
85887xxxx0 |
ale*************@s*****.com |
5 |
3 |
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4092 |
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| Wollman Wealth Designs |
144 S Grape St, Escondido, CA 92025 |
|
76073xxxx6 |
fre*@f*******.com |
5 |
1 |
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172 |
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178 |
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| Anderson Team Financial, LLC |
11440 W Bernardo Ct STE 300, San Diego, CA 92127 |
|
60250xxxx7 |
joh*@a********************.com |
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5 |
11 |
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175 |
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| RKG Wealth Management - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
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61955xxxx7 |
ben*******************@u**.com |
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| Momentum Financial and Insurance Services LLC |
11770 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85852xxxx0 |
inf*@i****************.com |
5 |
1 |
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| Hansen Wealth Management - UBS Financial Services Inc. |
17180 Rancho Bernardo Rd Center Suite 100, San Diego, CA 92128 |
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85852xxxx9 |
abc*******@u**.com |
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| Oportun |
1355 Broadway, Chula Vista, CA 91911 |
|
61949xxxx9 |
a-l@o******.com |
4.8 |
109 |
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100868 |
183 |
106614 |
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| Taxable Wealth |
13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 |
|
85822xxxx1 |
aur***@t************.com |
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7 |
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| Dynamique Capital Advisors, LLC |
11440 W Bernardo Ct STE 300, San Diego, CA 92127 |
|
83373xxxx5 |
com*******@d********.com |
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| Edward Jones - Financial Advisor: Cesar Padilla, CFP® |
329 Third Ave, Chula Vista, CA 91910 |
|
61942xxxx3 |
acc**********@e**********.com |
5 |
2 |
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68 |
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75 |
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| The Seidel Group - Morgan Stanley |
16644 W Bernardo Dr Suite 400, San Diego, CA 92127 |
|
85867xxxx0 |
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| Van Nostrand Wealth Management LLC |
11440 W Bernardo Ct # 204, San Diego, CA 92127 |
|
85848xxxx5 |
gvv@v*******.com |
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26 |
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29 |
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| Bryon Kibildis |
15373 Innovation Dr, San Diego, CA 92128 |
|
85855xxxx4 |
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| San Diego Wealth Management |
6390 Greenwich Dr #215, San Diego, CA 92122 |
|
85827xxxx5 |
ari**@s*************.com |
5 |
1 |
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2145 |
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2100 |
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| Northwestern Mutual |
9915 Mira Mesa Blvd, San Diego, CA 92131 |
|
61993xxxx9 |
abb*****@n*****************.com |
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107321 |
16172 |
108000 |
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| Edward Jones |
13400 Sabre Springs Pkwy Suite 260, San Diego, CA 92128 |
|
85848xxxx0 |
acc**********@e**********.com |
3 |
2 |
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86753 |
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98000 |
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| Merrill Lynch Financial Advisor Myles Anderson |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx6 |
ale*********@m*.com |
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| sapient road wealth management |
17023 Sienna Ridge Dr, San Diego, CA 92127 |
|
85838xxxx3 |
bri**@s**********.com |
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| EP Wealth Advisors |
3655 Nobel Dr #200, San Diego, CA 92122 |
|
85875xxxx2 |
ab@e*******.com |
5 |
1 |
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1123 |
33 |
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| DB Wealth Management Group |
1455 Frazee Rd #950, San Diego, CA 92108 |
|
61949xxxx4 |
bry*********@d****.com |
5 |
1 |
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| Securus Financial |
10620 Treena St, San Diego, CA 92131 |
|
85893xxxx0 |
inf*@g********.com |
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| Paramount Tax & Accounting - Rancho Bernardo |
16776 Bernardo Center Dr Ste 203, San Diego, CA 92128 |
|
85829xxxx4 |
aje*******@p********.tax |
5 |
50 |
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| Pierre Tax and Wealth Management |
1455 Frazee Rd Suite 500, San Diego, CA 92108 |
|
61980xxxx2 |
eri*@p***************.com |
4.9 |
69 |
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1789 |
1 |
1818 |
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| Krvaric Capital & Risk Management |
16935 W Bernardo Dr suite 112, San Diego, CA 92127 |
|
85845xxxx0 |
joh*@k*************.com |
5 |
3 |
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| Bankers Life |
16855 W Bernardo Dr Ste 360, San Diego, CA 92127 |
|
85859xxxx7 |
abc*******@b**********.com |
4.5 |
13 |
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4.7 |
15 |
258 |
11 |
263 |
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| Ethos Wealth Management/LPL Financial |
11440 W Bernardo Ct Suite 159, San Diego, CA 92127 |
|
85848xxxx2 |
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| The Property Management Guy |
815 3rd Ave, Chula Vista, CA 91911 |
|
61924xxxx2 |
fil***@g******.com |
4.9 |
22 |
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4.7 |
13 |
299 |
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318 |
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| Beta Wealth Group |
11421 W Bernardo Ct, San Diego, CA 92127 |
|
85820xxxx7 |
bra****@b**************.com |
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| Copia Wealth Management & Insurance Services |
2333 Camino del Rio S STE 240, San Diego, CA 92108 |
|
61964xxxx2 |
eli******@c******.com |
5 |
1 |
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| Michael Lucia & Associates |
13400 Sabre Springs Pkwy #145, San Diego, CA 92128 |
|
85866xxxx0 |
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| Merrill Lynch Financial Advisor Laura A Pomeroy |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
ale*********@m*.com |
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