Better Business Funding |
201 Lomas Santa Fe Dr Ste 520, Solana Beach, CA 92075 |
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84429xxxx2 |
bri***@b********************.com |
4.7 |
40 |
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Baby Boomers Financial Services |
16776 Bernardo Center Dr San Diego, CA 92128 |
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83370xxxx5 |
mel@b*********.com |
4.9 |
15 |
5 |
2 |
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Meketa Investment Group |
5796 Armada Dr Ste 110, Carlsbad, CA 92008 |
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76079xxxx0 |
aem***@m*****.com |
1 |
2 |
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Comprehensive Advisor |
2011 Palomar Airport Rd, Carlsbad, CA 92011 |
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76081xxxx5 |
bre**@c*******************.com |
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Marcus Mckie - BrickbyBrick Consulting |
500 La Terraza Blvd Ste 150 Escondido, CA 92025 |
|
61924xxxx8 |
mmc******@b*********************.com |
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Carlsbad Tax |
2725 Jefferson St #2C, Carlsbad, CA 92008 |
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44224xxxx0 |
ali***@c**********.com |
4.5 |
13 |
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5 |
8 |
201 |
28 |
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Marie Accunzo - Private Wealth Advisor, Ameriprise Financial Services, LLC |
5927 Balfour Ct STE 207, Carlsbad, CA 92008 |
|
76060xxxx4 |
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Automated Financial Services |
1817 S Coast Hwy, Oceanside, CA 92054 |
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76072xxxx7 |
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Renewed Investments |
2173 Salk Ave Ste 250, Carlsbad, CA 92008 |
|
76097xxxx3 |
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JCBAS |
2755 Jefferson St #102, Carlsbad, CA 92008 |
|
76072xxxx4 |
jim@j****.com |
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Wells Fargo Advisors |
2701 Vista Way, Oceanside, CA 92054 |
|
76043xxxx5 |
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Magliozzi, Lee Ann, AGT |
1074 N El Camino Real, Encinitas, CA 92024 |
|
76047xxxx4 |
aar************@u*****.com |
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364 |
335326 |
3138 |
336371 |
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Wine, David C, AGT |
2231 Faraday Ave, Carlsbad, CA 92008 |
|
76073xxxx1 |
aap*****@p********.com |
4.8 |
55 |
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145207 |
3715 |
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Ubs Financial Services |
6925 Corte Langosta, Carlsbad, CA 92009 |
|
76075xxxx4 |
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Morally Investments |
250 S Pacific St Ste 108, San Marcos, CA 92078 |
|
76079xxxx0 |
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La Costa Financial-Investment |
Encinitas, CA 92024 |
|
76043xxxx5 |
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1031 Exchange Advantage - Plenti Financial |
5355 Avenida Encinas #203, Carlsbad, CA 92008 |
|
86686xxxx5 |
inf*@p**************.com |
5 |
103 |
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Michael Buttery - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
|
85826xxxx8 |
ale*******@t*******.com |
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Aro Partners |
1015 Chestnut Ave, Carlsbad, CA 92008 |
|
76043xxxx4 |
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47 |
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5 |
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Independent Wealth Solutions |
763 2nd St Ste 200, Encinitas, CA 92024 |
|
76094xxxx0 |
adm**@w******************.com |
5 |
4 |
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IPX1031: Steve Decker |
2121 Palomar Airport Rd #330, Carlsbad, CA 92011 |
|
61924xxxx7 |
a.c@i******.com |
5 |
14 |
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1148 |
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The Tax Jedi |
694 California St Ste H Oceanside, CA 92054 |
|
76065xxxx6 |
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5 |
2 |
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The Striker Group - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx8 |
acm***********@m************.com |
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Merrill Lynch Wealth Management |
16912 Via De Santa Fe, Rancho Santa Fe, CA 92091 |
|
85838xxxx2 |
aas***********@m*.com |
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DOCUFROG |
7040 Avenida Encinas #104, Carlsbad, CA 92011 |
|
61988xxxx1 |
dal********@d*******.com |
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Moffat Financial Group |
5256 S Mission Rd Ste 903, Bonsall, CA 92003 |
|
76073xxxx9 |
kwe****@m*******************.com |
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David C Wine: Primerica - Financial Services |
2231 Faraday Ave STE 100, Carlsbad, CA 92008 |
|
76073xxxx1 |
aap*****@p********.com |
5 |
4 |
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145207 |
3715 |
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Edward Jones - Financial Advisor: Rene' A Flores |
1340 W Valley Pkwy Ste 104, Escondido, CA 92029 |
|
76078xxxx1 |
and*******@c*************.ca |
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Progress Financial |
1150 E Vista Way, Vista, CA 92084 |
|
76063xxxx0 |
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Edward Jones - Financial Advisor: Vicente Hinojosa III |
236 E Broadway, Vista, CA 92084 |
|
76020xxxx7 |
and*******@c*************.ca |
2.3 |
3 |
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Steelpoint Capital Partners LP |
437 S Highway 101 Ste 212, Solana Beach, CA 92075 |
|
85876xxxx0 |
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Edward Jones - Financial Advisor: Richard Kelly III |
5800 Armada Dr Suite 110, Carlsbad, CA 92008 |
|
44233xxxx1 |
a.j*********@e**********.com |
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86817 |
|
98000 |
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Robert Winston - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx3 |
acm***********@m************.com |
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Birchwood Capital |
2385 Camino Vida Roble Ste. 100, Carlsbad, CA 92011 |
|
76023xxxx3 |
ale*@b***************.com |
5 |
11 |
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Lpl Financial |
910 Sycamore Ave, Vista, CA 92081 |
|
76063xxxx4 |
59@g****.com |
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1 |
19615 |
157 |
21035 |
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Carlsbad Wealth Advisory Group |
5927 Balfour Ct Ste 207, Carlsbad, CA 92008 |
|
76060xxxx2 |
aso****@c*************.com |
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Coronado Investment Advisors, LLC |
2794 Gateway Rd #115, Carlsbad, CA 92009 |
|
61956xxxx0 |
bra**@c************.com |
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U.S. Bancorp Investments - Financial Advisors: Joy Malig |
2520 El Camino Real, Carlsbad, CA 92008 |
|
76075xxxx5 |
aar************@u*****.com |
2.7 |
18 |
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345752 |
5138 |
348000 |
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The Helvetica Group |
5927 Balfour Ct, Carlsbad, CA 92008 |
|
76060xxxx0 |
bwi****@h*************.com |
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Title 365 |
2111 Palomar Airport Rd #130, Carlsbad, CA 92011 |
|
87736xxxx5 |
|
1 |
2 |
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Carlsbad Bookkeeping & Tax, Inc. |
1902 Wright Pl #200, Carlsbad, CA 92008 |
|
76058xxxx5 |
inf*@c*********.com |
1 |
1 |
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Ficara, Christopher |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx8 |
ale*********@m*.com |
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JBH Investments Inc |
Serving theCarlsbad Area |
|
85835xxxx6 |
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Menashe, David |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx3 |
ale*********@m*.com |
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Charles Schwab |
5796 Armada Dr Ste 100, Carlsbad, CA 92008 |
|
76093xxxx0 |
a.-*********@s*****.com |
4 |
3 |
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Pacific Financial Designs Inc |
2111 Palomar Airport Rd #330, Carlsbad, CA 92011 |
|
80073xxxx7 |
pat@t**********.com |
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K S Financial |
138 S Acacia Ave, Solana Beach, CA 92075 |
|
85835xxxx4 |
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Curtiss, Deane |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
86670xxxx1 |
ale*********@m*.com |
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Aldrich CPAs + Advisors |
5946 Priestly Dr, Carlsbad, CA 92008 |
|
50362xxxx9 |
ada*@a**************.com |
4 |
4 |
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Edward Jones - Financial Advisor: Matt Leonard, AAMS™ |
2121 Palomar Airport Rd Ste 100, Carlsbad, CA 92011 |
|
76043xxxx7 |
a.j*********@e**********.com |
4.7 |
3 |
|
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|
81351 |
|
91063 |
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4.5 |
|
Vision 8 Financial Service |
910 W San Marcos Blvd, San Marcos, CA 92078 |
|
76075xxxx0 |
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iMerge Financial |
701 Palomar Airport Rd Suite 300, Carlsbad, CA 92011 |
|
85568xxxx0 |
inf*@i**************.com |
5 |
168 |
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San Diego Tax & Financial Associates |
5411 Avenida Encinas Suite 180, Carlsbad, CA 92008 |
|
76061xxxx9 |
inf*@s********.com |
4.9 |
197 |
|
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|
William Norton - Private Wealth Advisor, Ameriprise Financial Services, LLC |
5927 Balfour Ct STE 207, Carlsbad, CA 92008 |
|
76080xxxx4 |
|
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Heart Set Inc. |
Serving theCarlsbad Area |
|
76063xxxx9 |
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|
Polo, Oliver |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx1 |
ale*********@m*.com |
4.4 |
326 |
|
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|
Private Trust Investments |
2210 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76039xxxx7 |
|
4.2 |
9 |
|
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|
Northwestern Mutual Life Insurance |
1925 Palomar Oaks Way, Carlsbad, CA 92008 |
|
76043xxxx7 |
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Axxcess Wealth Management, LLC |
6005 Hidden Valley Rd, Carlsbad, CA 92011 |
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85821xxxx7 |
adm**@a************.com |
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Richmond Robert I Financial |
6056 El Tordo, Rancho Santa Fe, CA 92067 |
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85875xxxx5 |
aad***@t********.com |
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15 |
178477 |
4221 |
176345 |
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Vista Auto Car Title Loans |
1035 E Vista Way#281C,, Vista, CA 92084 |
|
76040xxxx8 |
cat*********@g****.com |
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Atterbury Investment Management |
1902 Wright Pl Suite 200, Carlsbad, CA 92008 |
|
76028xxxx0 |
cla**@c*************.com |
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WestPac Wealth Partners |
2888 Loker Ave E Ste 219, Carlsbad, CA 92010 |
|
76058xxxx8 |
aar**********@w************.com |
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17 |
686 |
25 |
775 |
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Advanced Financial Solutions |
122 Civic Center Dr, Vista, CA 92084 |
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76063xxxx0 |
ali*********@a***************************.com |
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U.S. Bancorp Investments - Financial Advisors: Carlsbad |
7730 El Camino Real, Carlsbad, CA 92009 |
|
76094xxxx1 |
aar************@u*****.com |
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345236 |
5470 |
348000 |
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Duvera Financial Services Inc |
1910 Palomar Point Way, Carlsbad, CA 92008 |
|
81899xxxx0 |
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1.4 |
11 |
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Wells Fargo Advisors |
276 N El Camino Real, Encinitas, CA 92024 |
|
76094xxxx5 |
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Quinlan Financial Group |
2403 La Costa Ave, Carlsbad, CA 92009 |
|
76063xxxx4 |
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Brainard Strategy |
5050 Avenida Encinas Ste 120, Carlsbad, CA 92008 |
|
76043xxxx0 |
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Merrill Lynch Financial Advisor Randy J Taylor |
1000 Aviara Pkwy Ste 200, Carlsbad, CA 92011 |
|
76093xxxx4 |
ale*********@m*.com |
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Independent Capital Management, Inc. |
5780 Fleet St, Carlsbad, CA 92008 |
|
76080xxxx6 |
a.a@i***********.com |
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Financial |
662 Encinitas Blvd, Encinitas, CA 92024 |
|
76065xxxx2 |
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Weisenburger Kirk |
2774 Berkeley Ave, Carlsbad, CA 92010 |
|
76043xxxx9 |
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Dealer Capital Resources, Inc |
2111 Palomar Airport Rd # 270, Carlsbad, CA 92011 |
|
80045xxxx6 |
inf*@d************.net |
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Hokanson Associates |
201 Lomas Santa Fe Dr Ste 360, Solana Beach, CA 92075 |
|
85875xxxx9 |
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Fpa Corp |
Serving theCarlsbad Area |
|
76080xxxx0 |
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Sunshine ZW Partner LLC |
1033 Village Dr, Oceanside, CA 92057 |
|
76082xxxx9 |
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Morgan Stanley Wealth Management |
993 S Santa Fe Ave, Vista, CA 92083 |
|
85053xxxx5 |
acm***********@m************.com |
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108384 |
2935 |
123073 |
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Reed Insurance Consulting Wealth Management |
Escondido, CA 92029 |
|
76052xxxx9 |
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John Montano - Montano Capital |
2659 State St, Carlsbad, CA 92008 |
|
94930xxxx4 |
joh*@m*************.com |
5 |
8 |
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Apex Advisors |
300 Carlsbad Village Dr Ste 108A30, Carlsbad, CA 92008 |
|
87765xxxx8 |
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Edward Jones - Financial Advisor: Kent S Borsch |
5256 S Mission Rd Ste 807, Bonsall, CA 92003 |
|
76050xxxx8 |
a.-********@e**********.com |
3.7 |
3 |
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22 |
82757 |
|
92586 |
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Gcac Financial |
321 S Rancho Santa Fe Rd, San Marcos, CA 92078 |
|
76051xxxx2 |
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Delta Monetary Network |
1949 Palomar Oaks Way, Carlsbad, CA 92011 |
|
88871xxxx2 |
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1 |
1 |
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Linkshore Investments |
4607 Park Dr, Carlsbad, CA 92008 |
|
76072xxxx7 |
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First Command Financial Advisor - Nick Gilewitch |
4167 Avenida De La Plata Ste 102, Oceanside, CA 92056 |
|
76063xxxx0 |
abe***@f***********.com |
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126 |
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Ikaika |
511 Saxony Pl, Encinitas, CA 92024 |
|
76023xxxx0 |
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Mark Buckman |
2888 Loker Ave E Ste 317, Carlsbad, CA 92010 |
|
76093xxxx0 |
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Manzanera, Manuel |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76030xxxx8 |
ale*********@m*.com |
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Wedbush Brokerage Services |
201 Lomas Santa Fe Dr, Solana Beach, CA 92075 |
|
85852xxxx0 |
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Jonathan Doering - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
|
85845xxxx7 |
ale*******@t*******.com |
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First Solution Financial |
6170 Innovation Way, Carlsbad, CA 92009 |
|
76091xxxx0 |
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Coronado Investments |
705 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76080xxxx0 |
arn*@c******************.com |
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Peer Lending Pro |
300 Carlsbad Village Dr, Carlsbad, CA 92008 |
|
86699xxxx8 |
|
5 |
1 |
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California Municipal Finance |
2111 Palomar Airport Rd # 320, Carlsbad, CA 92011 |
|
76093xxxx1 |
ast****@c******.com |
|
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HomeBridge Financial Services, Inc. |
285 North El Camino Real, Suite 211, Encinitas, CA 92024 |
|
76023xxxx1 |
aal*****@h*********.com |
|
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233 |
180929 |
|
180642 |
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Carlsbad Bookkeper |
2244 Faraday Ave, Carlsbad, CA 92008 |
|
76044xxxx2 |
for***@c*****************.com |
|
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Taraz Financial Advisory Group - Ameriprise Financial Services |
7652 Primavera Way, Carlsbad, CA 92009 |
|
76063xxxx1 |
cam**********@a***.com |
|
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176 |
3 |
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Pointpredictive Inc |
2111 Palomar Airport Rd Ste 100, Carlsbad, CA 92011 |
|
76060xxxx4 |
|
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Interface Financial Group |
1905 Cassia Rd, Carlsbad, CA 92011 |
|
76043xxxx4 |
|
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ProAdvisor CPA |
2292 Faraday Ave, Carlsbad, CA 92008 |
|
76023xxxx5 |
eri*@p************.com |
|
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Aviara Financial Services |
6630 Ambrosia Ln, Carlsbad, CA 92011 |
|
76047xxxx4 |
|
4.6 |
151 |
|
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Flagstar Bank Home Loan Center |
5927 Priestly Dr Suite 208, Carlsbad, CA 92008 |
|
76079xxxx8 |
aar********@f*******.com |
|
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Reyes, Willie, AGT |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76030xxxx5 |
ale*********@m*.com |
|
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My Solo 401k Financial |
701 Palomar Airport Rd #300, Carlsbad, CA 92011 |
|
80048xxxx1 |
bus*****@m*********.net |
4.9 |
58 |
|
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National Planning Corp |
2244 Faraday Ave, Carlsbad, CA 92008 |
|
76060xxxx2 |
|
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Ducerus |
6790 Embarcadero Ln #100, Carlsbad, CA 92011 |
|
76081xxxx1 |
|
5 |
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Meritage Wealth Management |
2715 Palmetto Dr, Carlsbad, CA 92009 |
|
76060xxxx1 |
|
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Tkm Investment |
3275 Corporate Vw, Vista, CA 92081 |
|
76059xxxx9 |
|
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|
U.S. Bancorp Investments - Financial Advisors: Kamaljit Kaur |
2520 El Camino Real, Carlsbad, CA 92008 |
|
76075xxxx5 |
aar************@u*****.com |
|
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|
345752 |
5138 |
348000 |
|
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Aloha Wealth Partners |
1166 Aloha Dr Encinitas, CA 92024 |
|
85835xxxx4 |
joh*******@a******************.com |
|
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Hood Financial Insurance Services |
1132 San Marino Dr Ste 210, San Marcos, CA 92078 |
|
76075xxxx8 |
bri**@h************.com |
|
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Hayawi Investments |
574 E Mission Rd, San Marcos, CA 92069 |
|
76079xxxx6 |
inf*@b**************.com |
|
|
|
|
4.3 |
44 |
691 |
752 |
690 |
|
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Sztrom Wealth Management Inc |
3790 Via De La Valle Ste 211, Del Mar, CA 92014 |
|
85825xxxx4 |
|
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Retirement Solutions Inc |
5857 Owens Ave # 110, Carlsbad, CA 92008 |
|
76060xxxx0 |
che*****@2***.com |
|
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|
financial detox |
6128 Innovation Way, Carlsbad, CA 92009 |
|
76070xxxx5 |
|
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Edward Jones - Financial Advisor: Terence Seymour, CRPC™ |
7220 Avenida Encinas Suite 110 A, Carlsbad, CA 92011 |
|
76043xxxx3 |
a.j*********@e**********.com |
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Jeff Crane - Thrivent |
450 S Melrose Dr Ste 100, Vista, CA 92081 |
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76073xxxx1 |
ale*******@t*******.com |
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Aldrich Wealth Advisors |
1903 Wright Pl #180, Carlsbad, CA 92008 |
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76043xxxx0 |
ada*@a**************.com |
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Affiliated Wealth Resources |
5050 Avenida Encinas, Carlsbad, CA 92008 |
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76093xxxx0 |
dom****@h**********.com |
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Edward Jones - Financial Advisor: Frank Tirado |
555 W Country Club Ln Ste B1, Escondido, CA 92026 |
|
76026xxxx1 |
and*******@c*************.ca |
5 |
3 |
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The Financial Team |
6790 Embarcadero Ln #100, Carlsbad, CA 92011 |
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76044xxxx2 |
ane@t***************.com |
5 |
2 |
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100 |
2 |
105 |
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Andrew Marshall Financial, LLC |
5857 Owens Ave Suite 300, Carlsbad, CA 92008 |
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76065xxxx5 |
and***@a**********************.com |
5 |
1 |
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Shopmyrights |
2772 Roosevelt St, Carlsbad, CA 92008 |
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88866xxxx4 |
inf*@c***************.com |
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Edward Jones - Financial Advisor: Victor Manzanilla |
1921 W San Marcos Blvd Ste 100, San Marcos, CA 92078 |
|
76068xxxx3 |
and*******@c*************.ca |
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LPL Financial |
322 Encinitas Blvd, Encinitas, CA 92024 |
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76048xxxx7 |
59@g****.com |
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Wells Fargo Advisors |
3211 Business Park Dr, Vista, CA 92081 |
|
76059xxxx0 |
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Village Tax & Accounting |
2725 Jefferson St Suite 2-D, Carlsbad, CA 92008 |
|
76072xxxx1 |
inf*@v********.com |
3 |
2 |
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Morris Wealth Management |
701 Palomar Airport Rd #300, Carlsbad, CA 92011 |
|
76093xxxx2 |
kel**@m************.com |
3.7 |
9 |
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Merrill Lynch Wealth Management |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx0 |
abu**@b************.com |
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Swpppman |
122 Civic Center Dr, Vista, CA 92084 |
|
76072xxxx2 |
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Mohler, Niels |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx8 |
ale*********@m*.com |
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12 |
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Ariston Services Group |
3570 Newland Rd, Oceanside, CA 92056 |
|
76029xxxx3 |
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Atomic Investments |
2580 Progress St, Vista, CA 92081 |
|
76059xxxx7 |
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Triton Pacific Securities |
265 Santa Helena, Solana Beach, CA 92075 |
|
85875xxxx0 |
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Executive Benefit Solutions (EBS) |
1902 Wright Pl Suite 200, Carlsbad, CA 92008 |
|
76078xxxx1 |
bba****@e*********.com |
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United Pacific Securities Inc |
5950 La Place Ct, Carlsbad, CA 92008 |
|
76093xxxx3 |
ash***@u***************.com |
4 |
4 |
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Gay Reeves Financial |
1746 Sorrel Ct, Carlsbad, CA 92011 |
|
76043xxxx6 |
59@g****.com |
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1 |
19617 |
157 |
21037 |
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Molstre, Matthew Agt |
445 Marine View Ave, Del Mar, CA 92014 |
|
85845xxxx7 |
aar************@t*******.com |
4 |
9 |
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48 |
412187 |
|
404069 |
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Precision Futures |
561 Saxony Pl, Encinitas, CA 92024 |
|
76063xxxx0 |
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Raymond C Corney - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx5 |
acm***********@m************.com |
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Acropolis Financial Services |
1340 Belleview Ave, Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
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Seaside Wealth Management |
6154 Innovation Way, Carlsbad, CA 92009 |
|
76073xxxx0 |
al@s************.com |
5 |
5 |
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198 |
9 |
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5 |
|
John X. Condos - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx8 |
acm***********@m************.com |
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David Brenner |
380 Stevens Ave, Solana Beach, CA 92075 |
|
85834xxxx1 |
adm**@d********.com |
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Guild Mortgage - Yvonne Espinoza |
2111 Palomar Airport Rd Suite 120, Carlsbad, CA 92011 |
|
76082xxxx4 |
exp*****@g************.com |
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4.8 |
1363 |
10086 |
2338 |
11423 |
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Pacheco, Lisa |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx7 |
ale*********@m*.com |
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Mascon Financial Inc |
3913 Americe Ct, Oceanside, CA 92056 |
|
76064xxxx5 |
|
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7 |
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Michael Sperlinga - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx0 |
acm***********@m************.com |
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Jerry Kohler |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76063xxxx4 |
aar*********@l**.com |
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1 |
19615 |
157 |
21035 |
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Quinlan Financial Group |
2878 Corte Morera, Carlsbad, CA 92009 |
|
76063xxxx4 |
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MyDirect IRA |
4167 Avenida De La Plata, Oceanside, CA 92056 |
|
80021xxxx0 |
inf*@m**********.com |
5 |
50 |
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Sodexho |
2171 S El Camino Real, Oceanside, CA 92054 |
|
76072xxxx1 |
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|
Mutual of Omaha Mortgage |
5958 Priestly Dr Suite 102, Carlsbad, CA 92008 |
|
76049xxxx0 |
aar***************@m*************.com |
4.8 |
43 |
|
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4.2 |
5 |
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48 |
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|
Noesis Consulting Group |
Serving theCarlsbad Area |
|
76075xxxx0 |
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|
Barrett Financial Group, L.L.C. |
3207 Grey Hawk Ct Suite 110, Carlsbad, CA 92010 |
|
76027xxxx0 |
aag*****@b***************.com |
5 |
4 |
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Edelman Financial Engines |
3570 Carmel Mountain Rd Suite 450, San Diego, CA 92130 |
|
83375xxxx3 |
aar**@e**********************.com |
1 |
1 |
|
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|
18789 |
20 |
20000 |
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|
Oppenheimer & Co Inc |
2121 Palomar Airport Rd, Carlsbad, CA 92011 |
|
85820xxxx9 |
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My Financial Peace |
5427 Don Felipe Dr, Carlsbad, CA 92010 |
|
76092xxxx2 |
ane@t***************.com |
5 |
2 |
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Chan, Allen |
Encinitas, CA 92024 |
|
76094xxxx0 |
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Lifetime Financial Advsr |
227 N El Camino Real Ste 201, Encinitas, CA 92024 |
|
76094xxxx0 |
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|
Capstone Financial & Tax |
2103 S El Camino Real, Oceanside, CA 92054 |
|
86682xxxx7 |
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|
Miller, Lisa, CFP |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ale*********@m*.com |
|
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|
Merrill Lynch Wealth Management |
1000 Aviara Pkwy Suite 200, Carlsbad, CA 92011 |
|
76093xxxx0 |
ale*********@m*.com |
5 |
1 |
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|
Wells Fargo Advisors |
6961 El Camino Real, Carlsbad, CA 92009 |
|
76092xxxx7 |
|
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|
Nickerson, Julie |
131 N El Camino Real, Encinitas, CA 92024 |
|
76063xxxx1 |
acc****************@u*****.com |
|
13 |
|
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|
345752 |
5138 |
348000 |
|
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|
Lpl Financial |
511 Saxony Pl, Encinitas, CA 92024 |
|
76048xxxx9 |
a.b******@l**.com |
|
|
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1 |
19615 |
157 |
21035 |
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|
Erik K Tappin - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx4 |
|
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|
Tri Counties Bank - San Diego Commercial Banking Center |
5780 Fleet St, Carlsbad, CA 92008 |
|
76061xxxx0 |
aar*********@t***.com |
|
|
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|
3366 |
596 |
3700 |
|
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|
Morello, Rebecca |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx8 |
ale*********@m*.com |
|
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|
National Planning Corporation |
1635 Lake San Marcos Dr, San Marcos, CA 92078 |
|
76047xxxx2 |
all********@n******.com |
|
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|
Merrill Lynch Financial Advisor Sean E McSweeny |
1000 Aviara Pkwy Suite 200, Carlsbad, CA 92011 |
|
76093xxxx2 |
ale*********@m*.com |
|
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|
LPL Financial |
2385 Camino Vida Roble, Carlsbad, CA 92011 |
|
76043xxxx1 |
arm************@l**.com |
|
2 |
|
|
|
1 |
19615 |
157 |
21035 |
|
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Relational Investors |
2100 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76092xxxx2 |
|
|
13 |
|
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Merrill Lynch Financial Advisor Donovan R. Filpi |
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011 |
|
76093xxxx0 |
ale*********@m*.com |
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Costanzo Financial Group |
1903 Wright Pl #300, Carlsbad, CA 92008 |
|
41282xxxx4 |
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G A F Investment Inc |
Encinitas, CA 92023 |
|
76094xxxx5 |
acc*******@c*************.com |
2.2 |
17 |
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Barney Smith |
5800 Armada Dr Ste 300, Carlsbad, CA 92008 |
|
76043xxxx0 |
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Abaco Asset Management |
2236 Encinitas Blvd, Encinitas, CA 92024 |
|
76094xxxx6 |
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McGuire & Pratson |
7649 Rancho Amigos Rd N, Bonsall, CA 92003 |
|
76074xxxx9 |
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Emerald Asset Management |
301 Mission Ave, Oceanside, CA 92054 |
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76044xxxx0 |
bat******@t**********.com |
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Latino Service Center |
264 Vista Village Dr, Vista, CA 92083 |
|
76075xxxx5 |
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4.4 |
25 |
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Nina B. Nitti - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx9 |
acm***********@m************.com |
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Wells Fargo Advisors |
845 College Blvd, Oceanside, CA 92057 |
|
76041xxxx3 |
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Briggs James M |
2855 Carlsbad Blvd, Carlsbad, CA 92008 |
|
76043xxxx0 |
cbt******@f*********.net |
4.5 |
70 |
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4.8 |
41 |
665 |
1459 |
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Beacon Retirement Planning Group, Inc. |
2100 Palomar Airport Rd Suite 214-8, Carlsbad, CA 92011 |
|
85534xxxx3 |
doe**@b*******.com |
5 |
1 |
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Lenhoff Tax and Financial Services |
440 S Melrose Dr Ste 250, Vista, CA 92081 |
|
76050xxxx0 |
inf*@w************.com |
4.7 |
38 |
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CambridgeCommerce, Inc |
6112 Innovation Way, Carlsbad, CA 92009 |
|
76044xxxx0 |
adm**@c****************.com |
5 |
1 |
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Caliber Advisors Inc |
420 Stevens Ave, Solana Beach, CA 92075 |
|
85879xxxx0 |
adm**@c**************.com |
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Terry Wealth Management |
2710 Loker Ave W Suite 220, Carlsbad, CA 92010 |
|
76085xxxx0 |
sha**@t**********.com |
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200 |
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203 |
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Levi, Adam |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx0 |
ada******@m*.com |
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Monterey Financial Services Inc |
4095 Avenida De La Plata, Oceanside, CA 92056 |
|
76063xxxx0 |
ago******@m****************.com |
2.5 |
992 |
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1 |
1 |
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Hybrid Investment Group |
426 N Cedros Ave, Solana Beach, CA 92075 |
|
85834xxxx6 |
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Douglas Capital Strategies |
380 S Melrose Dr Ste 319, Vista, CA 92081 |
|
76023xxxx2 |
eri**@d*********.com |
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Miller Wealth Management |
1901 Camino Vida Roble STE 112, Carlsbad, CA 92008 |
|
76085xxxx8 |
inf*@m*******.com |
5 |
2 |
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TLC Financial Network Inc |
705 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76045xxxx0 |
abe****@t***********.net |
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Wealth Management Group |
2035 Corte Del Nogal, Carlsbad, CA 92011 |
|
76099xxxx9 |
mar*@w****.com |
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Babcock Financial Services |
2101 S El Camino Real Ste 206, Oceanside, CA 92054 |
|
76023xxxx7 |
aar*********@b***********.com |
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91756 |
|
92124 |
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Premium Financial Consultants |
829 2nd St Encinitas, CA 92024 |
|
76094xxxx3 |
car****@s******************.com |
5 |
29 |
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5 |
6 |
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Platinum Wealth Partners |
160 Chesterfield Dr Ste 102, Cardiff By The Sea, CA 92007 |
|
76045xxxx0 |
ale***@p*********************.com |
|
14 |
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JP Turner & Co. |
6353 El Camino Real Ste J, Carlsbad, CA 92009 |
|
76072xxxx5 |
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Embra Financial Services |
7749 Anillo Way, Carlsbad, CA 92009 |
|
76063xxxx5 |
|
5 |
5 |
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Landry Financial Inc |
6183 Paseo Del Norte, Carlsbad, CA 92011 |
|
76047xxxx6 |
tim@l**************.com |
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L Tegan Hurst Rodkey |
1241 Carlsbad Village Dr Ste C-4 Carlsbad, CA 92008 |
|
81860xxxx6 |
acc*******@p************.com |
|
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5 |
13 |
5 |
12 |
1162 |
9 |
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|
Merrill Lynch Financial Advisor Tyler H Slavin |
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011 |
|
76093xxxx4 |
ale*********@m*.com |
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Michael Miller - Thrivent |
450 S Melrose Dr, Vista, CA 92081 |
|
73426xxxx4 |
ale*******@t*******.com |
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Stafford, Dylan |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx2 |
ale*********@m*.com |
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Wanda Magana | LoanStar Financial Corp. |
270 Pacific Ave, Carlsbad, CA 92008 |
|
76043xxxx3 |
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Stone Beacon Capital |
1917 Palomar Oaks Way Suite 140, Carlsbad, CA 92008 |
|
76022xxxx7 |
cha*********@s*****************.com |
|
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3791 |
79 |
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Such, Shawna |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx6 |
ale*********@m*.com |
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Landry Financial Inc |
717 Lazerette Way, Carlsbad, CA 92011 |
|
76047xxxx6 |
tim@l**************.com |
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Northbrook Investments |
955 Dove Run Rd, Encinitas, CA 92024 |
|
76075xxxx6 |
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Stancorp Investments Advisers |
700 Garden View Ct Ste 201D, Encinitas, CA 92024 |
|
76063xxxx7 |
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Aureus Wealth Management |
1902 Wright Pl 2nd Floor, Carlsbad, CA 92008 |
|
76091xxxx0 |
eva*******@a*********************.com |
5 |
7 |
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|
Bank of America ATM (Drive-thru) |
7700 El Camino Real, Carlsbad, CA 92009 |
|
84440xxxx0 |
and*************@b***.com |
2 |
3 |
|
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|
967075 |
|
29 |
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Turner Financial Group |
1917 Palomar Oaks Way Ste 360, Carlsbad, CA 92008 |
|
76047xxxx4 |
ane@t***************.com |
5 |
2 |
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Edward Jones - Financial Advisor: Walter A Bowser II |
162 S Rancho Santa Fe Rd Ste E20, Encinitas, CA 92024 |
|
76026xxxx5 |
and*******@c*************.ca |
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|
Wells Fargo Advisors |
961 Palomar Airport Rd, Carlsbad, CA 92011 |
|
44224xxxx1 |
|
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Sami Shakkour-Ifg |
674 Via De La Valle Ste 219, Solana Beach, CA 92075 |
|
85835xxxx3 |
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Pacific Premier Bank |
7690 El Camino Real, Carlsbad, CA 92009 |
|
76063xxxx0 |
aad**@p***.com |
5 |
4 |
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|
Jim Lee Financial |
937 S Coast Highway 101 Suite C-206, Encinitas, CA 92024 |
|
76043xxxx1 |
inf*@j**************.com |
5 |
7 |
|
|
4.7 |
19 |
422 |
2 |
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American Investment Systems |
1011 S Santa Fe Ave, Vista, CA 92083 |
|
76080xxxx1 |
|
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|
Linda C Leong Financial Service |
6106 La Noria, Rancho Santa Fe, CA 92067 |
|
85875xxxx1 |
|
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Market Capital Management, Inc. |
2906 Roosevelt St, Carlsbad, CA 92008 |
|
76043xxxx5 |
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|
Wells Fargo Advisors |
3446 Via Mercato, Carlsbad, CA 92009 |
|
76023xxxx0 |
|
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|
McSweeny, Sean |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx2 |
ale*********@m*.com |
|
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KPI Accounting |
5858 Dryden Pl Ste #211, Carlsbad, CA 92008 |
|
76080xxxx5 |
dav**@k************.com |
|
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|
Jose Vicente Jr - Financial Advisor, Ameriprise Financial Services, LLC |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
|
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|
Merrill Lynch Financial Advisor John Taylor |
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011 |
|
76093xxxx4 |
ale*********@m*.com |
|
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|
Eric A Philippart - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx8 |
acm***********@m************.com |
|
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|
Wealth Advisors Inc. |
16909 Via De Santa Fe Ste 202, Rancho Santa Fe, CA 92067 |
|
85848xxxx8 |
aba****@w****************.com |
|
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|
Peters Financial Services |
215 S Highway 101, Solana Beach, CA 92075 |
|
85875xxxx1 |
bi**@p**************.com |
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Edward Jones - Financial Advisor: Peter A Susic, CFP®|CFA® |
2888 Loker Ave E Suite 304, Carlsbad, CA 92010 |
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76047xxxx0 |
a.j*********@e**********.com |
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124 |
10 |
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Ameriprise Financial |
Serving theCarlsbad Area |
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76033xxxx7 |
ame******************@a***.com |
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132229 |
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134430 |
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David Brenner Co |
227 N El Camino Real, Encinitas, CA 92024 |
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76063xxxx2 |
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Afick Sharar - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
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76093xxxx3 |
acm***********@m************.com |
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Summit College Funding Inc |
332 Encinitas Blvd Ste 200, Encinitas, CA 92024 |
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76063xxxx4 |
dom****@h**********.com |
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Debt Consolidation |
Carlsbad, CA 92010 |
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76043xxxx9 |
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MHR Consulting - Accounting & Tax |
2888 Loker Ave E Ste 205 Carlsbad, CA 92010 |
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76050xxxx0 |
pam***@m************.com |
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Hamilton Tharp |
323 N Hwy 101 Solana Beach, CA 92075 |
|
85848xxxx2 |
all********@h*****.com |
4.3 |
6 |
5 |
1 |
5 |
7 |
118 |
26 |
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Amy T. Sharp, CFP |
2038 Corte Del Nogal, Carlsbad, CA 92011 |
|
76044xxxx4 |
amy@a****************.com |
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Wale Advisory Group |
5860 Owens Ave Ste 230, Carlsbad, CA 92008 |
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94936xxxx2 |
chr******@w*****.com |
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Wells Fargo Advisors |
162 S Rancho Santa Fe Rd Ste A55, Encinitas, CA 92024 |
|
76094xxxx0 |
a-p*************@w*****************.com |
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64 |
189227 |
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190442 |
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Edward Jones - Financial Advisor: Spencer M Birch |
100 E San Marcos Blvd Ste 160, San Marcos, CA 92069 |
|
76042xxxx6 |
and*******@c*************.ca |
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13 |
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Frank Financial Advisors |
2710 Loker Ave W Ste 230, Carlsbad, CA 92010 |
|
76043xxxx0 |
kas**********@f*********************.com |
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U.S. Bancorp Investments - Financial Advisors: Adam Franklin |
131 N El Camino Real, Encinitas, CA 92024 |
|
76063xxxx4 |
aar************@u*****.com |
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364 |
335325 |
3138 |
336370 |
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Vantedge Wealth Management |
1921 Palomar Oaks Way 100 A, Carlsbad, CA 92008 |
|
76075xxxx2 |
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Graham Pearce - Raymond James |
1900 Wright Pl Ste 200, Carlsbad, CA 92008 |
|
76063xxxx4 |
a.-************@r***********.com |
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Irving Tax & Financial |
100 E San Marcos Blvd, San Marcos, CA 92069 |
|
76074xxxx3 |
inf*@i********.com |
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Grandona Investment |
2290 Cosmos Ct, Carlsbad, CA 92011 |
|
76047xxxx0 |
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Taylor, Randy |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
76031xxxx2 |
ale*********@m*.com |
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Following Seas |
Serving theCarlsbad Area |
|
80822xxxx1 |
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Comprehensive Advisor |
2011 Palomar Airport Rd #302, Carlsbad, CA 92011 |
|
76081xxxx5 |
bre**@c*******************.com |
5 |
2 |
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D.A. Davidson & Co. |
1925 Palomar Oaks Way Ste. 300, Carlsbad, CA 92008 |
|
76093xxxx1 |
a.a@d*********.com |
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899 |
|
1200 |
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First National Finance Corp |
Po Box 1335, Rancho Santa Fe, CA 92067 |
|
85875xxxx4 |
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Summit Settlement Services Inc |
654 Shanas Ln, Encinitas, CA 92024 |
|
76094xxxx2 |
ann**@s*************.com |
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Guide My Finances |
1265 Carlsbad Village Dr # 201, Carlsbad, CA 92008 |
|
76054xxxx5 |
ama***@g**************.com |
5 |
1 |
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542 |
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574 |
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Kryken Investment Group |
1234 N Santa Fe Ave Ste 111, Vista, CA 92083 |
|
76094xxxx8 |
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First Solution Financial Services |
2100 Palomar Airport Rd STE 206, Carlsbad, CA 92011 |
|
76091xxxx0 |
inf*@f*********************.net |
1 |
1 |
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Hollman, Linda |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx8 |
ale*********@m*.com |
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Edward Jones - Financial Advisor: Colin D Field |
3451 Via Montebello Suite 196, Carlsbad, CA 92009 |
|
76063xxxx7 |
a.j*********@e**********.com |
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Wintrust Mortgage |
5845 Avenida Encinas Suite 128 & 129, Carlsbad, CA 92008 |
|
76029xxxx5 |
aa@w***************.com |
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1891 |
299 |
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Selective Benefit Specialists |
1261 Liberty Way Ste A, Vista, CA 92081 |
|
86680xxxx9 |
jny****@1**.com |
3.7 |
6 |
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Edward Jones - Financial Advisor: Andrew W Shaw |
1621 S Melrose Dr Ste E, Vista, CA 92081 |
|
76050xxxx1 |
and*******@c*************.ca |
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Gustafson Financial Solutions |
2755 Jefferson St Ste 210, Carlsbad, CA 92008 |
|
76093xxxx0 |
ter**@g**********.com |
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BOSS Financial |
Oceanside, Oceanside, CA 92058 |
|
61988xxxx7 |
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|
Bank of America (with Drive-thru ATM) |
7700 El Camino Real, Carlsbad, CA 92009 |
|
76063xxxx3 |
and*************@b***.com |
1.9 |
32 |
|
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1 |
2838942 |
|
2788660 |
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Edward Creed - Financial Advisor, Ameriprise Financial Services, LLC |
5927 Balfour Ct STE 207, Carlsbad, CA 92008 |
|
76080xxxx2 |
edw***********@a***.com |
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Investment Development Srvcs |
565 Grand Ave, San Marcos, CA 92078 |
|
76051xxxx6 |
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Liberty Street Financial Group |
5962 La Place Ct, Carlsbad, CA 92008 |
|
76047xxxx0 |
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|
AZCA Financial Group |
2888 Loker Ave E #204, Carlsbad, CA 92010 |
|
76060xxxx2 |
cfr**@c******.com |
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|
Carroll, Michael |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ale*********@m*.com |
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|
Intrepid Wealth Management |
5780 Fleet St suite 170 suite 170, Carlsbad, CA 92008 |
|
76080xxxx4 |
bca**@i*********.com |
|
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|
Taraz Financial Advisory Group - Ameriprise Financial Services, LLC |
7652 Primavera Way, Carlsbad, CA 92009 |
|
76063xxxx1 |
cam**********@a***.com |
|
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176 |
3 |
|
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|
Wells Fargo Advisors |
4176 Oceanside Blvd, Oceanside, CA 92056 |
|
76072xxxx3 |
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|
GFH Financial |
2131 Palomar Airport Rd Suite #214, Carlsbad, CA 92011 |
|
76044xxxx0 |
gre**@g***********.com |
5 |
3 |
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|
Clyman & Associates Inc |
786 Fieldstone Ln, Encinitas, CA 92024 |
|
76075xxxx1 |
|
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|
Devere Financial Service Inc |
1910 Palomar Point Way, Carlsbad, CA 92008 |
|
81899xxxx0 |
|
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1 |
3 |
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|
Mark A Lucia - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx6 |
acm***********@m************.com |
|
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|
Redstone Wealth Advisors - Ameriprise Financial Services, LLC |
2173 Salk Ave, Ste 250, Carlsbad, CA 92010 |
|
76049xxxx0 |
and*********@a***.com |
|
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|
162 |
|
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|
Filpi, Donovan |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx0 |
ale*********@m*.com |
|
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|
John Hancock 401K |
3605 Corte Castillo, Carlsbad, CA 92009 |
|
76094xxxx0 |
|
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|
Jason Gordon - AmeriFirst Financial |
11440 W Bernardo Ct Ste 300 San Diego, CA 92127 |
|
61920xxxx1 |
|
5 |
44 |
5 |
80 |
|
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|
Jsmd Wealth Management |
417 Hickoryhill Dr, Encinitas, CA 92024 |
|
63177xxxx7 |
arm************@l**.com |
5 |
2 |
|
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|
1 |
19615 |
157 |
21035 |
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|
Stone Steps Financial |
533 2nd St, Encinitas, CA 92024 |
|
76045xxxx7 |
car****@s******************.com |
5 |
29 |
|
|
5 |
6 |
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|
Northwestern Mutual |
5780 Fleet St Suite 200, Carlsbad, CA 92008 |
|
76079xxxx0 |
aar********@n*****************.com |
|
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|
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|
|
104963 |
15700 |
106524 |
|
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|
|
Terry Wealth Management |
2710 Loker Ave W, Carlsbad, CA 92010 |
|
76085xxxx0 |
sha**@t**********.com |
|
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|
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|
|
195 |
|
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|
McCoy, Shane |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx0 |
ale*********@m*.com |
|
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|
Dave Saviage - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
|
85826xxxx5 |
ale*******@t*******.com |
|
|
|
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Cafiero Tax & Financial Services |
11848 Bernardo Plaza Ct Ste 210 San Diego, CA 92128 |
|
85848xxxx9 |
kat**@c*********.com |
5 |
2 |
4 |
4 |
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Heidi Lawler - Capital Loan Associates |
10815 Rancho Bernardo Rd Ste 205 San Diego, CA 92127 |
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61924xxxx0 |
hei**@c*******.com |
3.8 |
18 |
5 |
7 |
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Ramsey Israwi - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
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32383xxxx8 |
ale*******@t*******.com |
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McDevitt & Associates Inc. |
1917 Palomar Oaks Way Ste 150, Carlsbad, CA 92008 |
|
76060xxxx7 |
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3.9 |
45 |
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Robert S Fagan CLU |
317 N El Camino Real, Encinitas, CA 92024 |
|
76043xxxx4 |
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ERIANA GROUP |
250 Aurora Ave, San Marcos, CA 92078 |
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76079xxxx6 |
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Global Resource Investments |
7770 El Camino Real, Carlsbad, CA 92009 |
|
76094xxxx9 |
bco**@g***.net |
3.3 |
7 |
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Nyberg Financial Service |
171 Saxony Rd, Encinitas, CA 92024 |
|
76075xxxx5 |
nor*@n**************.com |
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5 |
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Luminate Financial Services |
300 Carlsbad Village Dr Suite 216, Carlsbad, CA 92008 |
|
76043xxxx3 |
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Future Family Management LLC |
2131 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76093xxxx1 |
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5 |
1 |
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Allstate Personal Financial Representative: Gary Yabko |
7040 Avenida Encinas #204, Carlsbad, CA 92011 |
|
94987xxxx0 |
a****00@a*******.com |
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LPL-Steve King |
224 Birmingham Dr, Cardiff By The Sea, CA 92007 |
|
76043xxxx9 |
inv***@c****************.com |
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Mcb Financial Group |
321 S Rancho Santa Fe Rd, San Marcos, CA 92078 |
|
76051xxxx4 |
ap@m***.com |
3 |
2 |
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Centered Financial |
701 Palomar Airport Rd #300, Carlsbad, CA 92011 |
|
76093xxxx9 |
c18*****************************@s*****.wixpress |
5 |
1 |
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Beyond Wealth |
16236 San Dieguito Rd, Rancho Santa Fe, CA 92091 |
|
85883xxxx9 |
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Roenick, Brett |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx5 |
ale*********@m*.com |
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Van Riper & Messina, CPA's |
2888 Loker Ave E Ste 213 Carlsbad, CA 92010 |
|
76093xxxx0 |
inf*@v******.com |
4.7 |
12 |
5 |
6 |
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Fonte Financial Advisors |
703 Palomar Airport Rd Suite 240, Carlsbad, CA 92011 |
|
85880xxxx6 |
|
5.02 |
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Aspiriant |
201 Lomas Santa Fe Dr, Solana Beach, CA 92075 |
|
85875xxxx9 |
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TIAA Bank Home Lending |
5800 Armada Dr #105, Carlsbad, CA 92008 |
|
76029xxxx5 |
aar**@t*******.com |
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Merrill Lynch Financial Advisor Linda Hollman |
1000 Aviara Pkwy Suite 200, Carlsbad, CA 92011 |
|
76093xxxx8 |
ale*********@m*.com |
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B T Investments Inc |
Encinitas, CA 92024 |
|
76063xxxx6 |
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Miller Wealth Management |
1902 Wright Pl, Carlsbad, CA 92008 |
|
76060xxxx1 |
inf*@m*******.com |
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Wayne Frazier, CPA |
San Diego, CA 92129 |
|
85867xxxx1 |
way**@f*********.com |
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Greenroom Financial Inc |
110 N Ditmar St, Oceanside, CA 92054 |
|
76075xxxx5 |
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Thrivent Financial |
445 Marine View Ave, Del Mar, CA 92014 |
|
85845xxxx7 |
aar************@t*******.com |
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48 |
412187 |
|
404069 |
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Genwoth Genwoth |
2888 Loker Ave E, Carlsbad, CA 92010 |
|
76044xxxx6 |
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Solomon Retirement Services |
531 Encinitas Blvd, Encinitas, CA 92024 |
|
76043xxxx5 |
ass******@s********.net |
5 |
2 |
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Marcus Shaw - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
|
76044xxxx3 |
ale*******@t*******.com |
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Lance Silva - Prudential Financial |
2888 Loker Ave E Suite 322, Carlsbad, CA 92010 |
|
76058xxxx3 |
|
5 |
2 |
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Kennard Financial Inc |
1170 Kildeer Ct, Encinitas, CA 92024 |
|
76063xxxx3 |
sco**@s******************.com |
5 |
29 |
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5 |
6 |
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Hall Private Wealth Advisors |
462 Stevens Ave Ste 105, Solana Beach, CA 92075 |
|
85826xxxx5 |
ave*******@h******.com |
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Sky Valley Financial Inc |
1010 Linda Vista Dr, San Marcos, CA 92078 |
|
76062xxxx3 |
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Taylor, Randy |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx5 |
ale*********@m*.com |
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Corporate Finance Consultants |
1421 Valleda Ln, Encinitas, CA 92024 |
|
76043xxxx1 |
jak*@c*********.com |
|
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Kohn Wealth Management |
440 Stevens Ave, Solana Beach, CA 92075 |
|
76063xxxx0 |
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Wells Fargo Advisors |
1000 W San Marcos Blvd, San Marcos, CA 92078 |
|
85862xxxx4 |
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Wells Fargo Advisors |
687 S Coast Highway 101, Encinitas, CA 92024 |
|
85862xxxx9 |
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Hegardt, Ronald |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ale*********@m*.com |
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Seven Summit Wealth |
990 Highland Dr Ste 100, Solana Beach, CA 92075 |
|
85848xxxx0 |
|
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Money Mentors |
4070 Mission Ave, Oceanside, CA 92057 |
|
76075xxxx0 |
aha*****@s***************.org |
4.8 |
87 |
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Sean Little - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
|
61936xxxx3 |
ale*******@t*******.com |
|
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IPX1031: Nancy Hughes |
|
|
30723xxxx2 |
a.c@i******.com |
|
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1300 |
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El Nopalito Financial Services |
410 San Diego St, Oceanside, CA 92058 |
|
76075xxxx5 |
|
4.7 |
19 |
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Strategic Consulting Team |
3790 Via de la Valle Ste 308E San Diego, CA 92014 |
|
85870xxxx0 |
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|
IPX1031: Jordan Phillips |
2121 Palomar Airport Rd #330, Carlsbad, CA 92011 |
|
44228xxxx9 |
a.c@i******.com |
5 |
3 |
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1148 |
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Mony Group |
22249 Warmlands Ave, Vista, CA 92084 |
|
76094xxxx0 |
ana*********@e********.com |
|
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91 |
|
85 |
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|
Savvy Women Wealth Management |
2131 Palomar Airport Rd #330, Carlsbad, CA 92011 |
|
76069xxxx0 |
inf*@s******.com |
|
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|
Fusion Financial Partners |
2150 Palomar Airport Rd STE 206, Carlsbad, CA 92011 |
|
76086xxxx8 |
bfr**@f**********************.com |
|
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|
Avenida Encinas |
5973 Avenida Encinas, Carlsbad, CA 92008 |
|
76047xxxx0 |
|
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|
Zieky Charleen |
5946 Priestly Dr, Carlsbad, CA 92008 |
|
76043xxxx0 |
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|
Beacon Retirement Planning Group Inc |
2100 Palomar Airport Rd Ste 214-8, Carlsbad, CA 92011 |
|
85534xxxx3 |
doe**@b*******.com |
|
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|
Irving Tax & Financial |
1537 Grand Ave, San Marcos, CA 92078 |
|
76074xxxx3 |
inf*@i********.com |
|
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|
Merchant Chimp Merchant Services |
|
|
76046xxxx1 |
|
5 |
4 |
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Cp Airline |
5670 El Camino Real, Carlsbad, CA 92008 |
|
76071xxxx0 |
|
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|
Rancho Private Wealth, Inc |
5531 Cancha De Golf, Rancho Santa Fe, CA 92091 |
|
85820xxxx6 |
inf*@r*******.com |
5 |
2 |
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|
WWM Financial Podcast |
2131 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76069xxxx0 |
gre**@g***********.com |
|
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|
Elizabeth Messick - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx2 |
acm***********@m************.com |
|
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Rodrigo Oliva - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
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4 |
3 |
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Strategic Wealth Advisors Group |
1900 Wright Pl STE 150, Carlsbad, CA 92008 |
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76063xxxx4 |
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5 |
1 |
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Carlsbad Oaks Commerce Center |
2235 Faraday Ave, Carlsbad, CA 92008 |
|
76091xxxx1 |
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Merrill Lynch Financial Advisor Damon Skinner |
1000 Aviara Pkwy Ste 200, Carlsbad, CA 92011 |
|
76093xxxx0 |
ale*********@m*.com |
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Morgan Stanley Financial Advisors |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx0 |
acm***********@m************.com |
5 |
2 |
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Edward Jones - Financial Advisor: Russell T Fujii |
300 Carlsbad Village Dr Suite 119, Carlsbad, CA 92008 |
|
76043xxxx5 |
a.j*********@e**********.com |
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106 |
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Fisher Investment |
Serving theCarlsbad Area |
|
76063xxxx3 |
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Blake Baxter Jr, J.D. | LPL Financial |
144 W D St Ste 101, Encinitas, CA 92024 |
|
76084xxxx6 |
bla***********@l**.com |
5 |
12 |
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Amerifirst Financial Inc |
2794 Gateway Rd, Carlsbad, CA 92009 |
|
76026xxxx5 |
kar*@l**********.com |
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Edward Jones - Financial Advisor: Rachel A Currington |
277 Rancheros Dr Ste 170, San Marcos, CA 92069 |
|
84487xxxx5 |
and*******@c*************.ca |
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Jeff Stephan | Profit Connect/Wealth Services |
2230 Tierra Verde Rd, Vista, CA 92084 |
|
85877xxxx4 |
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Money Solutions Solution Association |
901 Hacienda Dr, Vista, CA 92081 |
|
76072xxxx9 |
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JBK Investments |
120 Birmingham Dr, Cardiff By The Sea, CA 92007 |
|
76055xxxx3 |
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2 |
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B Mc Kinney Insurance Agency |
Carlsbad, CA 92008 |
|
76080xxxx5 |
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Atessa Benefits, Inc. |
10815 Rancho Bernardo Rd Ste 110 San Diego, CA 92127 |
|
88867xxxx0 |
ama******@a*************.com |
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5 |
6 |
125 |
22 |
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The Preservation Group |
6120 Paseo Del Norte, Carlsbad, CA 92011 |
|
76079xxxx5 |
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The Investment Group |
316 Firtree Ct, Encinitas, CA 92024 |
|
76075xxxx5 |
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Aguilera's Bookkeeping |
610 S Melrose Dr Vista, CA 92081 |
|
76063xxxx6 |
dat********@r*******.com |
4.3 |
30 |
3 |
11 |
5 |
7 |
146 |
72 |
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Advanced Financial Company |
5900 Pasteur Ct, Carlsbad, CA 92008 |
|
76082xxxx0 |
acc**********@a************.com |
3.3 |
16 |
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Chet Atlas Certified Financial |
6120 Paseo Del Norte, Carlsbad, CA 92011 |
|
76073xxxx0 |
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O'Reilly Wealth Advisors LLC |
6221 Paseo Alta Rico, Carlsbad, CA 92009 |
|
76050xxxx0 |
roa****@o********.com |
5 |
17 |
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256 |
|
259 |
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LPL Financial |
2385 Camino Vida Roble #212, Carlsbad, CA 92011 |
|
76043xxxx1 |
|
5 |
1 |
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Tri Counties Bank - San Diego Commercial Banking Center |
5780 Fleet St Ste 160, Carlsbad, CA 92008 |
|
76061xxxx0 |
aar*********@t***.com |
|
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3285 |
597 |
3638 |
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Permex Corp |
2834 La Mirada Dr, Vista, CA 92081 |
|
76047xxxx5 |
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Edward Jones - Financial Advisor: Ben Schulte |
2424 Vista Way Ste 325, Oceanside, CA 92054 |
|
76043xxxx9 |
a.j*********@e**********.com |
|
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22 |
81350 |
|
91062 |
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Utkarsh Vasa - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx2 |
acm***********@m************.com |
|
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Hodapp & Hodapp Financial Services |
5256 S Mission Rd, Bonsall, CA 92003 |
|
76063xxxx0 |
dav*********@h****************.com |
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Millennium Trust Company |
2011 Palomar Airport Rd Ste 203, Carlsbad, CA 92011 |
|
76043xxxx0 |
aab********@m************.com |
|
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4647 |
130 |
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|
Legal Docs |
San Marcos, CA 92078 |
|
76044xxxx5 |
|
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4.5 |
6 |
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|
Christian J Nagle - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx6 |
acm***********@m************.com |
|
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|
Fidelity Investments |
1471 Golden Sunset Dr, San Marcos, CA 92078 |
|
76079xxxx7 |
aar********@f*******.com |
|
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|
309008 |
|
323728 |
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Interface Financial Group |
2410 Corte Azul, Carlsbad, CA 92009 |
|
76094xxxx4 |
|
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Fagain Financial Group |
317 N El Camino Real Ste 110, Encinitas, CA 92024 |
|
76043xxxx4 |
|
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Unclaimed Property Finders |
2173 Salk Ave, Carlsbad, CA 92008 |
|
76057xxxx7 |
mik*@u***********************.com |
|
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Marrs Financial Services |
6072 Corte Del Cedro, Carlsbad, CA 92011 |
|
76044xxxx5 |
dav**@m*********************.com |
|
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|
Fpa Corp |
5146 Whitman Way, Carlsbad, CA 92008 |
|
76080xxxx0 |
inf*@a*****************.com |
4.1 |
109 |
|
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Revolution Financial Management |
2011 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76043xxxx8 |
a-t*********@f******************.com |
|
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|
Kelcor Diversified Corp |
Vista, CA 92081 |
|
76029xxxx7 |
|
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|
Labiak, Nathan |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx9 |
ale*********@m*.com |
|
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|
North Star Agency Tax & Financial Services |
401 N Coast Hwy, Oceanside, CA 92054 |
|
76075xxxx0 |
|
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|
Mission Pacific Asset Mgmt Inc |
2211 Encinitas Blvd, Encinitas, CA 92024 |
|
76060xxxx2 |
|
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|
Edward Jones - Financial Advisor: Daniel J Brooks |
7220 Avenida Encinas Ste 110a, Carlsbad, CA 92011 |
|
76091xxxx4 |
and*******@c*************.ca |
|
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|
Priority Tax & Finance dba Stevan's Tax Service |
260 Buena Creek Rd San Marcos, CA 92069 |
|
76021xxxx3 |
s*r*@p******.com |
5 |
26 |
5 |
65 |
|
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Oportun |
1150 East Vista Way Inside Northgate Market, Vista, CA 92084 |
|
86648xxxx0 |
a-l@o******.com |
|
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|
49 |
62012 |
176 |
67111 |
|
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|
Titus Financial |
2558 Roosevelt St, Carlsbad, CA 92008 |
|
76072xxxx9 |
|
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|
Retirement Educators |
2166 Edinburg Ave, Cardiff By The Sea, CA 92007 |
|
85863xxxx8 |
bor*****@s***.net |
4.6 |
12 |
|
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|
3546 |
852 |
|
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|
Coast to Coast Wealth Management - Ameriprise Financial Services, LLC |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
coa*************************@a***.com |
5 |
1 |
|
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|
Debt Adjusters |
348 S Twin Oaks Valley Rd, San Marcos, CA 92078 |
|
76074xxxx9 |
acc*********************@c****.com |
2.8 |
25 |
|
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|
3898806 |
3987 |
3699208 |
|
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|
Glenn E Plate: Primerica - Financial Services |
2231 Faraday Ave STE 100, Carlsbad, CA 92008 |
|
85856xxxx7 |
aap*****@p********.com |
|
|
|
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|
148799 |
3605 |
160000 |
|
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|
Intelligence Driven Advisers |
6128 Innovation Way, Carlsbad, CA 92009 |
|
88876xxxx1 |
bno***@g****.com |
5 |
16 |
|
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|
7 |
250 |
8 |
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|
Student Loan Project |
16855 W Bernardo Dr Ste 350 San Diego, CA 92127 |
|
85527xxxx8 |
blr******@b**********.com |
|
|
1 |
4 |
3 |
386 |
18662 |
1710 |
18930 |
|
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|
Edward Jones - Financial Advisor: Brett Elliott |
3451 Via Montebello Suite 196, Carlsbad, CA 92009 |
|
76063xxxx7 |
a.j*********@e**********.com |
|
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|
Revolution Financial Management |
2011 Palomar Airport Rd Ste 306, Carlsbad, CA 92011 |
|
76043xxxx8 |
a-t*********@f******************.com |
|
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|
Wells Fargo Advisors |
5800 Armada Dr Suite 300, Carlsbad, CA 92008 |
|
76093xxxx4 |
ada*********@w*****************.com |
4.5 |
2 |
|
|
|
64 |
189249 |
|
190443 |
|
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|
Edward Jones - Financial Advisor: Vincent T Alessi, AAMS™|CRPC™ |
5962 La Place Ct #160, Carlsbad, CA 92008 |
|
76072xxxx0 |
a.j*********@e**********.com |
|
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|
Stifel |
5780 Fleet St # 250, Carlsbad, CA 92008 |
|
76080xxxx0 |
a.-******@s*****.com |
|
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|
Qv Investments |
2308 La Mirada Dr, Vista, CA 92081 |
|
76059xxxx8 |
|
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|
Naviaux, John |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx8 |
ale*********@m*.com |
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Pensions Limited |
169 Saxony Rd Ste 210, Encinitas, CA 92024 |
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76079xxxx0 |
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Finances For Life, LLC |
2292 Faraday Ave Suite 100, Carlsbad, CA 92008 |
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87733xxxx0 |
dj@f************.com |
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HUB International |
1525 Faraday Ave Ste 200, Carlsbad, CA 92008 |
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76080xxxx2 |
abb***@h***************.com |
3 |
2 |
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24 |
15373 |
514 |
16732 |
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Edward Jones - Financial Advisor: Austin Witthuhn |
2121 Palomar Airport Rd Ste 100, Carlsbad, CA 92011 |
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76043xxxx7 |
a.j*********@e**********.com |
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22 |
81350 |
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91062 |
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Merrill Lynch Financial Advisor Michael A Such |
1000 Aviara Pkwy Ste 200, Carlsbad, CA 92011 |
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76093xxxx9 |
ale*********@m*.com |
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Taylor, Tassia |
1000 Aviara Dr, Carlsbad, CA 92011 |
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76093xxxx9 |
ale*********@m*.com |
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Matthew Molstre - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
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85845xxxx7 |
ale*******@t*******.com |
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R & R Financial |
1788 Star Crest Pl, San Marcos, CA 92078 |
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76079xxxx0 |
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Tyler Jones - Thrivent |
450 S Melrose Dr, Vista, CA 92081 |
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76021xxxx1 |
ale*******@t*******.com |
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Gilmore, James |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
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85838xxxx6 |
ale*********@m*.com |
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Investment Quality Trends |
2888 Loker Ave E, Carlsbad, CA 92010 |
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85845xxxx8 |
inf*@i*******.com |
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Comstock & Associates: Jim Comstock |
2755 Jefferson St # 102, Carlsbad, CA 92008 |
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76072xxxx4 |
jim@c********************.com |
5 |
1 |
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Wealth Compass Financial |
5860 Owens Ave STE 150, Carlsbad, CA 92008 |
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76050xxxx0 |
inf*@w************.com |
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EZ Tax & Accounting |
3520 College Blvd Ste 204 Oceanside, CA 92056 |
|
76084xxxx5 |
dd0*****************************@s*****.wixpress |
3.7 |
3 |
4.5 |
8 |
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R & R Financial Planning |
1480 Richland Rd, San Marcos, CA 92069 |
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76051xxxx3 |
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Titus Financial |
1529 Turquoise Dr, Carlsbad, CA 92011 |
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76072xxxx9 |
ane@t***************.com |
5 |
2 |
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Lucia Capital Group - Carlsbad |
5900 Pasteur Ct STE 150, Carlsbad, CA 92008 |
|
80064xxxx0 |
amo****@l*******.com |
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Albert, Dana |
1000 Aviara Dr, Carlsbad, CA 92011 |
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76093xxxx8 |
ale*********@m*.com |
5 |
2 |
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Redstone Wealth Advisors - Ameriprise Financial Services |
2173 Salk Ave Ste 250, Carlsbad, CA 92008 |
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76049xxxx0 |
and*********@a***.com |
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162 |
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Raphel Consulting Service |
Serving theCarlsbad Area |
|
76063xxxx5 |
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Ross Financial |
1605 Grand Ave, San Marcos, CA 92078 |
|
76051xxxx2 |
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206 |
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Lpl Financial |
Serving theCarlsbad Area |
|
76063xxxx5 |
aar*********@l**.com |
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1 |
19615 |
157 |
21035 |
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Wale Advisory Group |
5860 Owens Ave, Carlsbad, CA 92008 |
|
94936xxxx2 |
chr******@w*****.com |
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Landry Financial Inc |
6183 Paseo Del Norte # 250, Carlsbad, CA 92011 |
|
76047xxxx6 |
tim@l**************.com |
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Financial Planning Solutions |
2784 Gateway Rd, Carlsbad, CA 92009 |
|
76092xxxx0 |
inf*@f**************.net |
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Wealthrise Financial Planning, LLC |
5205 Avenida Encinas, Carlsbad, CA 92008 |
|
76050xxxx8 |
she****@w************.com |
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Financial Planning with Rachael Jameson |
5780 Fleet St Suite 200, Carlsbad, CA 92008 |
|
24048xxxx3 |
aar********@n*****************.com |
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Brady Slate |
2888 Loker Ave E, Carlsbad, CA 92010 |
|
76093xxxx5 |
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Polydon Associates |
1259 Oak Dr, Vista, CA 92084 |
|
76072xxxx9 |
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Michael Miller MSF, FIC - Zion Financial Group of Thrivent |
450 S Melrose Dr, Vista, CA 92081 |
|
73426xxxx4 |
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Lpl Financial |
325 Carlsbad Village Dr, Carlsbad, CA 92008 |
|
76043xxxx2 |
aar*********@l**.com |
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1 |
19615 |
157 |
21035 |
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Leone Huffman & Associates |
5927 Balfour Ct STE 212, Carlsbad, CA 92008 |
|
76094xxxx3 |
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DiMarco Warshaw Debt Solution Attorneys |
1902 Wright Pl Fl 2 Carlsbad, CA 92008 |
|
76049xxxx0 |
and*@d*************.com |
5 |
2 |
5 |
1 |
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Hughes Ferguson Grigg |
10801 Thornmint Rd Ste 270 San Diego, CA 92127 |
|
85848xxxx1 |
adm**@h******.com |
5 |
2 |
4.5 |
7 |
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6 |
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10 |
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Niloofar Investments Inc |
1230 E Mission Rd, San Marcos, CA 92069 |
|
76074xxxx3 |
web****@s********.com |
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Meritage Wealth Management - Laryssa Freeman, CFP® |
5857 Owens Ave Suite 300, Carlsbad, CA 92008 |
|
76060xxxx1 |
lar****@m*********.com |
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170 |
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Jmj Capital Group |
7325 Corte Tomillo, Carlsbad, CA 92009 |
|
61948xxxx3 |
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USAFC Realty |
4545 Murphy Canyon Rd Ste 211 San Diego, CA 92123 |
|
85856xxxx0 |
ana@u**********.com |
5 |
4 |
5 |
3 |
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"Just Ask" - Badiner Insurance & Financial Services Agency - Farmers Insurance |
5950 La Place Ct #215-B, Carlsbad, CA 92008 |
|
76020xxxx7 |
far************@y***.com |
4 |
1 |
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13 |
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Summit Brokerage Services, Inc. |
2888 Loker Ave E Ste 317, Carlsbad, CA 92010 |
|
76060xxxx9 |
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Sierra Wealth Group |
6231 Paseo Colina, Carlsbad, CA 92009 |
|
76091xxxx4 |
ann****@s*******.com |
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Amy Tovar - Keller Williams Realty |
12780 High Bluff Dr San Diego, CA 92130 |
|
61940xxxx5 |
a.b******@k*.com |
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Edward Jones - Financial Advisor: Scott Patterson Jr |
1621 S Melrose Dr Ste E, Vista, CA 92081 |
|
76050xxxx1 |
a.j*********@e**********.com |
3.7 |
3 |
|
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|
82757 |
|
92128 |
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Swpppman |
Serving theCarlsbad Area |
|
76072xxxx2 |
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Douglas Capital Strategies |
535 Encinitas Blvd Ste 108, Encinitas, CA 92024 |
|
76023xxxx2 |
eri**@d*********.com |
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One America Financial Partners |
1 Civic Center Dr Ste 140, San Marcos, CA 92069 |
|
76074xxxx7 |
aar************@o*********.com |
3 |
10 |
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|
2267 |
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Tri-World Trading Company |
1075 Linda Vista Dr Ste G, San Marcos, CA 92078 |
|
76075xxxx1 |
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San Diego Realty & Investment Group |
960 W San Marcos Blvd, San Marcos, CA 92078 |
|
76074xxxx0 |
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Byrnes, Katie |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx8 |
ale*********@m*.com |
|
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|
TD Ameritrade |
5796 Armada Dr Suite 100, Carlsbad, CA 92008 |
|
76060xxxx0 |
aam***********@t***********.com |
2.8 |
8 |
|
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1 |
391817 |
|
396940 |
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|
Pettit Financial Services |
1070 S Santa Fe Ave, Vista, CA 92084 |
|
76021xxxx5 |
|
4.6 |
9 |
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Res Q Accounting |
1640 3rd St Coachella, CA 92236 |
|
76050xxxx0 |
res*******@g****.com |
5 |
3 |
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20 |
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21 |
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|
Torrey Growth & Income Advisor |
1233 Camino, Del Mar, CA 92014 |
|
76027xxxx4 |
|
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|
Bank of America (with Drive-thru ATM) |
645 Carlsbad Village Dr, Carlsbad, CA 92008 |
|
76073xxxx9 |
and*************@b***.com |
2.5 |
28 |
|
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|
967075 |
|
29 |
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|
Ledo Financial Corp |
6009 Paseo Delicias, Rancho Santa Fe, CA 92067 |
|
85875xxxx0 |
ber*********@m**********.com |
4.5 |
241 |
|
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|
|
Gabriel Yanez - Financial Advisor, Ameriprise Financial Services, LLC |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
eli*************@a***.com |
|
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National Securities Technology |
1035 E Vista Way, Vista, CA 92084 |
|
76072xxxx1 |
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Nockey Financial & Insurance |
3172 Brougham Ct, Oceanside, CA 92056 |
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95192xxxx1 |
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Vanquish Capital Investments |
2530 Vista Way, Oceanside, CA 92054 |
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76027xxxx7 |
ste****@b***************.com |
5 |
11 |
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Goldman Sachs Personal Financial Management |
1925 Palomar Oaks Way Ste 100, Carlsbad, CA 92008 |
|
44223xxxx0 |
gsp********@g*.com |
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3 |
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17 |
10429 |
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10913 |
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Robert Briones - Thrivent |
450 S Melrose Dr, Vista, CA 92081 |
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76049xxxx1 |
ale*******@t*******.com |
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Upton, Russel |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx6 |
ale*********@m*.com |
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Edward Jones - Financial Advisor: Burton I Grantham |
111 Chesterfield Dr Ste 119, Cardiff By The Sea, CA 92007 |
|
76063xxxx4 |
and*******@c*************.ca |
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Pro-Net Financial Inc |
314 S Melrose Dr Ste 200, Vista, CA 92081 |
|
76075xxxx5 |
and***@p*******.net |
5 |
8 |
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H&R Block |
7662 El Camino Real Ste 101 La Costa Plz Carlsbad, CA 92009 |
|
76075xxxx2 |
aab***@h******.com |
4.5 |
93 |
2.5 |
14 |
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19112 |
554807 |
16788 |
550948 |
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Tucker, Jon, MLO |
1074 N El Camino Real, Encinitas, CA 92024 |
|
76080xxxx3 |
acc****************@u*****.com |
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364 |
335326 |
3138 |
336371 |
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Edward Jones - Financial Advisor: Dave Baldwin |
334 Via Vera Cruz Ste 254, San Marcos, CA 92078 |
|
76053xxxx0 |
and*******@c*************.ca |
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Duncan Investment Advisers |
5973 Avenida Encinas Ste 210, Carlsbad, CA 92008 |
|
76047xxxx7 |
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234 |
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Cornerstone Wealth Advisors |
1808 Aston Ave Suite 150, Carlsbad, CA 92008 |
|
76047xxxx6 |
d.o****@c***********.com |
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Financial Finesse |
1133 San Leon Ct, Solana Beach, CA 92075 |
|
85835xxxx7 |
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IAA Financial Advisor Danny Kominski |
1708 Cannas Ct, Carlsbad, CA 92011 |
|
76080xxxx5 |
aar****@i***.com |
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Wells Fargo Advisors |
100 E San Marcos Blvd Ste 400, San Marcos, CA 92069 |
|
76051xxxx5 |
a-p*************@w*****************.com |
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64 |
189249 |
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190443 |
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Firm Foundation Financial |
744 Grand Ave, San Marcos, CA 92078 |
|
76089xxxx2 |
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2.4 |
14 |
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Wells Fargo Advisors |
930 S Santa Fe Ave, Vista, CA 92084 |
|
76075xxxx1 |
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15 |
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First Financial Resources |
703 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76049xxxx6 |
inf*@b*****************.com |
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9133 |
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America's Loan Advisors |
701 Palomar Airport Rd Suite 300, Carlsbad, CA 92011 |
|
76028xxxx0 |
inf*@4********.com |
5 |
24 |
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Morgan Stanley Wealth Management |
5796 Armada Dr Ste 200, Carlsbad, CA 92008 |
|
76043xxxx0 |
aar***********@m***********************.com |
5 |
2 |
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Newcomb Williams Financial Group, Inc. |
6842 Embarcadero Ln, Carlsbad, CA 92011 |
|
76086xxxx2 |
inf*@n***.com |
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Hub International |
1903 Wright Pl, Carlsbad, CA 92008 |
|
76080xxxx2 |
abb***@h***************.com |
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24 |
15373 |
514 |
16732 |
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Christopher Fenimore - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
|
85826xxxx0 |
ale*******@t*******.com |
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Bank of America (with Drive-thru ATM) |
2704 Loker Ave W, Carlsbad, CA 92010 |
|
76093xxxx0 |
and*************@b***.com |
2.2 |
29 |
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1 |
2838942 |
|
2788660 |
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Asset Management Specialists Inc |
635 S Cleveland St, Oceanside, CA 92054 |
|
76072xxxx9 |
acc*******@a*****.bz |
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Senior Move Masters |
6072 Corte Del Cedro, Carlsbad, CA 92011 |
|
76093xxxx0 |
inf*@s****************.com |
4.4 |
7 |
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5 |
9 |
296 |
2 |
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Wells Fargo Advisors |
3470 Marron Rd, Oceanside, CA 92056 |
|
76072xxxx0 |
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The Kaiser Group - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76060xxxx1 |
acm***********@m************.com |
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Bradlee Baldwin, CPA |
2973 Harbor Blvd Ste 245 Costa Mesa, CA 92626 |
|
65777xxxx5 |
bra*@b*************.com |
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35 |
4577724 |
|
4674451 |
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Core Process Wealth Management |
1925 Palomar Oaks Way, Carlsbad, CA 92008 |
|
76071xxxx0 |
chr**@c************.com |
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MLS Financial |
1709 Tamarack Ave, Carlsbad, CA 92008 |
|
76043xxxx0 |
mon***@m****************.com |
|
9 |
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Southwest Securities Inc |
445 Marine View Ave, Del Mar, CA 92014 |
|
85836xxxx0 |
inf*@c****************.com |
4 |
17 |
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North County Financial Associates |
2101 S El Camino Real, Oceanside, CA 92054 |
|
76023xxxx7 |
cha*@n*******************.com |
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Fpa Corp |
2211 Encinitas Blvd, Encinitas, CA 92024 |
|
76080xxxx0 |
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Aldrich CPAs + Advisors |
1903 Wright Pl #180, Carlsbad, CA 92008 |
|
76043xxxx0 |
aab***@h******.com |
3.7 |
3 |
|
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554807 |
16788 |
550949 |
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Sprott Asset Management USA |
1910 Palomar Point Way STE 200, Carlsbad, CA 92008 |
|
86653xxxx6 |
ask****@s***.org |
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Sands Castle Investment Group |
701 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76093xxxx6 |
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Perkinson, Jennifer |
5951 La Sendita, Rancho Santa Fe, CA 92067 |
|
85838xxxx1 |
ale*********@m*.com |
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Vistica Wealth Advisors |
2121 Palomar Airport Rd Suite 160, Carlsbad, CA 92011 |
|
76085xxxx3 |
dan@v********.com |
5 |
1 |
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Diversified Investment Group |
1991 Village Park Way, Encinitas, CA 92024 |
|
76063xxxx7 |
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Solidify Mortgage Advisors |
2888 Loker Ave E #201, Carlsbad, CA 92010 |
|
84463xxxx4 |
and*@s*******.com |
4.3 |
6 |
|
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Find Your Money |
2131 Palomar Airport Rd #300, Carlsbad, CA 92011 |
|
76094xxxx8 |
|
5 |
1 |
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MLS Financial |
4667 Telescope Ave, Carlsbad, CA 92008 |
|
76043xxxx0 |
bre**@f*************.com |
5 |
137 |
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Wally Saucedo International Inc |
1055 Bells Dr, Oceanside, CA 92057 |
|
76043xxxx2 |
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LendSpark |
2554 Gateway Rd, Carlsbad, CA 92009 |
|
76066xxxx5 |
ash***@l********.com |
5 |
20 |
|
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5 |
11 |
556 |
18 |
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Millennium Trust Co |
5982 La Place Ct, Carlsbad, CA 92008 |
|
76043xxxx0 |
aab********@m************.com |
|
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|
4647 |
130 |
|
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Christian Credit Counselors |
5838 Edison Pl #130, Carlsbad, CA 92008 |
|
80055xxxx5 |
amb***@c************************.org |
4.6 |
58 |
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Basic Brokerage Solutions |
1820 Peacock Blvd Ste H, Oceanside, CA 92056 |
|
76029xxxx4 |
|
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Financial Solutions MD |
952 Postal Way, Vista, CA 92083 |
|
76072xxxx2 |
|
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Business Park |
1210 Keystone Way, Vista, CA 92081 |
|
76059xxxx7 |
|
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|
Aftershoc Investments |
310 S Twin Oaks Valley Rd Ste 107, San Marcos, CA 92078 |
|
76068xxxx4 |
sto******@t**********.com |
2.8 |
55 |
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Steelman, Michael |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ale*********@m*.com |
|
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|
Clearpoint Credit Counseling Solutions |
Serving theCarlsbad Area |
|
61982xxxx8 |
bra********@r********.org |
|
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|
96 |
26679 |
2 |
27105 |
|
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|
Baxter, David |
770 Carlsbad Village Dr, Carlsbad, CA 92008 |
|
76072xxxx9 |
acc****************@u*****.com |
|
|
|
|
|
|
345752 |
5138 |
348000 |
|
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|
OneMain Financial |
5950 La Place Ct #165, Carlsbad, CA 92008 |
|
76082xxxx4 |
aar**********@o***************.com |
3.8 |
17 |
|
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|
Chandler Hilken - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
|
66134xxxx1 |
ale*******@t*******.com |
|
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|
Pacific Crest Equity Partners Inc |
2141 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76080xxxx4 |
abr*****@p************.com |
|
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Geiler, Leland |
1000 Aviara Dr, Carlsbad, CA 92011 |
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76093xxxx8 |
ale*********@m*.com |
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Lpl Financial |
7060 Montanes Ln, Carlsbad, CA 92009 |
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76043xxxx8 |
a.b******@l**.com |
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20102 |
221 |
21000 |
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Bandemer Accountancy |
2720 Jefferson St, Carlsbad, CA 92008 |
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76043xxxx2 |
inf*@b**********.com |
5 |
2 |
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Bank of America ATM (Drive-thru) |
2704 Loker Ave W, Carlsbad, CA 92010 |
|
84440xxxx0 |
and*************@b***.com |
4.5 |
2 |
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967075 |
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29 |
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Cheri Blair Financial Services |
Serving theCarlsbad Area |
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61999xxxx6 |
cbl***@c******************.org |
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1091 |
2 |
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McBride Financial Advisory |
7530 Jerez Ct, Carlsbad, CA 92009 |
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76091xxxx1 |
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De Monte Kathryn L Enrolled Agent |
1901 Camino Vida Roble, Carlsbad, CA 92008 |
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76043xxxx0 |
len@a***********.com |
5 |
4 |
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P and R Consulting Group |
1605 Grand Ave Unit 4 San Marcos, CA 92078 |
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86623xxxx7 |
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Packard Senior Services |
1925 Palomar Oaks Way #107, Carlsbad, CA 92008 |
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86645xxxx0 |
chr**@p********************.com |
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35 |
4577727 |
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4674454 |
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Edward Jones - Financial Advisor: Ryan J Coleman |
4160 Oceanside Blvd Ste 163, Oceanside, CA 92056 |
|
76050xxxx3 |
a.j*********@e**********.com |
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82757 |
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92585 |
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Merrill Lynch Financial Advisor Tassia P. Taylor |
1000 Aviara Pkwy Suite 200, Carlsbad, CA 92011 |
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76093xxxx9 |
ale*********@m*.com |
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Lombardi Group |
2177 Salk Ave Ste 190, Carlsbad, CA 92008 |
|
76060xxxx2 |
alo******@t***********.com |
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Merrill Lynch Financial Advisor Scott Stevens |
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011 |
|
76093xxxx3 |
ale*********@m*.com |
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Tailwind Wealth Advisors |
1917 Palomar Oaks Way Ste 150, Carlsbad, CA 92008 |
|
76022xxxx6 |
mar*@t*********************.com |
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El-Mofty, Sherifa |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
85867xxxx4 |
ale*********@m*.com |
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Doan Law Firm |
312 S Juniper St Ste 101 Escondido, CA 92025 |
|
44277xxxx9 |
chr**@d******.com |
3.8 |
34 |
4.5 |
18 |
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GrowthPath Partners |
2011 Palomar Airport Rd Suite 101, Carlsbad, CA 92011 |
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61954xxxx0 |
inf*@g*****************.com |
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6 |
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B McKinney Insurance Agency |
6994 El Camino Real, Carlsbad, CA 92009 |
|
76080xxxx5 |
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Tax Service Sales |
214 San Diego St, Oceanside, CA 92058 |
|
76043xxxx2 |
aab***@h******.com |
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19112 |
554807 |
16789 |
550948 |
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10 Star Asset Management |
5760 Fleet St, Carlsbad, CA 92008 |
|
76093xxxx0 |
sco**@1********************.com |
3 |
2 |
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Tom Wills - Thrivent |
450 S Melrose Dr Ste 101, Vista, CA 92081 |
|
76049xxxx1 |
ale*******@t*******.com |
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M.W. Orlando CPA, Inc. |
1902 Wright Pl 2nd Floor, Carlsbad, CA 92008 |
|
76033xxxx5 |
inf*@m***********.com |
4.8 |
19 |
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Wells Fargo Advisors |
16975 Avenida De Acacias Ste 9, Rancho Santa Fe, CA 92067 |
|
85867xxxx0 |
ada*********@w*****************.com |
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64 |
189249 |
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190443 |
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LPL Financial |
5411 Avenida Encinas # 180, Carlsbad, CA 92008 |
|
76093xxxx0 |
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Equity Alliance |
514 Via De La Valle Ste 310, Solana Beach, CA 92075 |
|
85852xxxx7 |
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L Nl Financial Group |
440 S Melrose Dr, Vista, CA 92081 |
|
76080xxxx5 |
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The Financial Team |
5740 Fleet St Ste 120, Carlsbad, CA 92008 |
|
76044xxxx2 |
ane@t***************.com |
5 |
2 |
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86 |
2 |
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Wealthbridge Advisors |
1921 Palomar Oaks Way, Carlsbad, CA 92008 |
|
76075xxxx2 |
awa*******@s**************.com |
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Andrade, Edmundo |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ale*********@m*.com |
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Veritas Financial Services |
2131 Palomar Airport Rd, Carlsbad, CA 92011 |
|
76093xxxx5 |
adm*********@w**************.cc |
5 |
166 |
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23 |
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Hbw Financial Service |
2142 Industrial Ct, Vista, CA 92081 |
|
76072xxxx4 |
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The Chaffin Co |
6064 Corte Del Cedro, Carlsbad, CA 92011 |
|
76060xxxx7 |
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Tax & Investment Advisary |
707 Civic Center Dr, Vista, CA 92084 |
|
80096xxxx7 |
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The McCann Vincent Group - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx6 |
acm***********@m************.com |
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Geno Management Advisory Service |
Vista, CA 92083 |
|
76094xxxx2 |
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Bradley Hawes - Thrivent |
445 Marine View Ave Ste 390, Del Mar, CA 92014 |
|
85845xxxx2 |
ale*******@t*******.com |
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Azca Financial Group |
2244 Faraday Ave, Carlsbad, CA 92008 |
|
76029xxxx8 |
cfr**@c******.com |
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White Bookkeeping & Business Management |
1265 Carlsbad Village Dr #100, Carlsbad, CA 92008 |
|
76060xxxx0 |
inf*@w**********************.com |
5 |
3 |
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Sierra Wealth Group |
1947 Camino Vida Roble, Carlsbad, CA 92008 |
|
76091xxxx4 |
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Meketa Investment Group |
5796 Armada Dr, Carlsbad, CA 92008 |
|
76079xxxx0 |
aad***@m**********.com |
1 |
2 |
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Duncan Financial |
5973 Avenida Encinas Ste 210, Carlsbad, CA 92008 |
|
76047xxxx0 |
cha***********@d**************.com |
5 |
1 |
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Finishline Consulting |
1882 W El Norte Pkwy Ste D Escondido, CA 92026 |
|
84431xxxx6 |
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3 |
2 |
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Guide My Finances |
6120 Paseo Del Norte l2, Carlsbad, CA 92011 |
|
76054xxxx5 |
ama***@g**************.com |
5 |
3 |
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527 |
2 |
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Pacific Crest Global Wealth Management |
2131 Palomar Airport Rd, Carlsbad, CA 92011 |
|
85875xxxx2 |
rob***@p*******************.com |
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Frank Tirado - Financial Advisor, Ameriprise Financial Services, LLC |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
fra*********@a***.com |
|
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132229 |
|
134430 |
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Stevens, Scott |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
76093xxxx3 |
ale*********@m*.com |
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|
Bank of America (with Drive-thru ATM) |
2550 El Camino Real, Carlsbad, CA 92008 |
|
76073xxxx1 |
and*************@b***.com |
1.5 |
50 |
|
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|
967075 |
|
29 |
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|
Wells Fargo Advisors |
6110 El Tordo, Rancho Santa Fe, CA 92067 |
|
85875xxxx2 |
ada*********@w*****************.com |
|
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|
64 |
189249 |
|
190443 |
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Renwanz Insurance & Financial Solutions |
2173 Salk Ave #250, Carlsbad, CA 92008 |
|
76057xxxx0 |
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Veck Investments |
880 Carlsbad Village Dr, Carlsbad, CA 92008 |
|
76073xxxx6 |
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Sierra Wealth Group |
2647 Gateway Rd, Carlsbad, CA 92009 |
|
76091xxxx4 |
ann****@s*******.com |
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Richard French - Morgan Stanley |
5796 Armada Dr Suite 200, Carlsbad, CA 92008 |
|
76093xxxx3 |
acm***********@m************.com |
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River Coop - Financial Advisor, Ameriprise Financial Services, LLC |
2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011 |
|
76092xxxx6 |
eli*************@a***.com |
|
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128 |
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Pirate Wire & Supply |
445 Ryan Dr, San Marcos, CA 92078 |
|
76047xxxx2 |
inf*@p*********.biz |
4.7 |
11 |
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Clarke Investments |
2784 Gateway Rd, Carlsbad, CA 92009 |
|
76080xxxx1 |
g*n*@v**********.com |
5 |
2 |
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InstaPAY International |
1947 Camino Vida Roble #220, Carlsbad, CA 92008 |
|
76060xxxx0 |
|
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|
McGraw, Todd |
1000 Aviara Dr, Carlsbad, CA 92011 |
|
61950xxxx3 |
ale*********@m*.com |
|
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|
SBIS Financial Consultants, LLC |
|
|
76041xxxx7 |
|
5 |
1 |
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Financial Focus |
1917 Palomar Oaks Way Ste 130, Carlsbad, CA 92008 |
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76043xxxx0 |
cwa******@f****************.com |
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Wells Fargo Advisors |
6008 Paseo Delicias, Rancho Santa Fe, CA 92067 |
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85875xxxx0 |
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Priority Capital Group |
5857 Owens Ave, Carlsbad, CA 92008 |
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76044xxxx0 |
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Aguirre, Eric |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
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85838xxxx2 |
ale*********@m*.com |
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Beacon Pointe Advisors |
5973 Avenida Encinas Ste 210, Carlsbad, CA 92008 |
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76047xxxx0 |
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Skinner, Damon |
1000 Aviara Dr, Carlsbad, CA 92011 |
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76093xxxx0 |
ale*********@m*.com |
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Sierra Pacific Financial Management |
5927 Balfour Ct Ste 101, Carlsbad, CA 92008 |
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76043xxxx2 |
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Such, Michael |
1000 Aviara Dr, Carlsbad, CA 92011 |
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76093xxxx9 |
ale*********@m*.com |
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Sfi Financial |
2035 Corte Del Nogal, Carlsbad, CA 92011 |
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76093xxxx3 |
aab*****@p****.com |
4.5 |
15 |
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5 |
9 |
506 |
5 |
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Janean Stripe, CFP® - Lucia Capital Group |
5900 Pasteur Ct #150, Carlsbad, CA 92008 |
|
85872xxxx1 |
amo****@l*******.com |
3 |
2 |
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Law Offices of Deborah L. Raymond |
445 Marine View Ave Ste 300 Del Mar, CA 92014 |
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85848xxxx9 |
att*****@r****************.com |
5 |
29 |
4.5 |
7 |
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Kdr Consulting Inc. |
Serving theCarlsbad Area |
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87792xxxx6 |
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30 |
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Primerica |
330 Rancheros Dr Ste 236, San Marcos, CA 92069 |
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76073xxxx0 |
aap*****@p********.com |
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Connie Ashmore - Thrivent |
450 S Melrose Dr Ste 100, Vista, CA 92081 |
|
60139xxxx9 |
ale*******@t*******.com |
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Securities America Inc |
7040 Avenida Encinas, Carlsbad, CA 92011 |
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76080xxxx6 |
aar********@s****************.com |
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1284 |
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Trilogy Investment Group |
760 Garden View Ct, Encinitas, CA 92024 |
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76075xxxx0 |
bre****@t*********************.com |
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Bruno Andrea |
1741 Tara Way, San Marcos, CA 92078 |
|
76041xxxx9 |
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Page Financial |
3753 Mission Ave Ste 103, Oceanside, CA 92058 |
|
76073xxxx9 |
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Edward Jones - Financial Advisor: Darcy I Wolfe, CFP®|AAMS™ |
3129 Tiger Run Ct #102, Carlsbad, CA 92010 |
|
76072xxxx8 |
a.j*********@e**********.com |
5 |
2 |
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316 |
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Create and Protect Your Wealth |
1177 Parkview Dr, Oceanside, CA 92057 |
|
76073xxxx0 |
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10 Star Asset Management |
5760 Fleet St # 120, Carlsbad, CA 92008 |
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76093xxxx0 |
sco**@1********************.com |
3 |
2 |
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Vs Trusted Investments |
1759 Oceanside Blvd, Oceanside, CA 92054 |
|
76050xxxx3 |
doe**@t**********.com |
4.1 |
61 |
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5 |
3 |
200 |
13 |
218 |
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Edward Jones - Financial Advisor: Chad Marentette |
804 Pier View Wy Suite 212, Oceanside, CA 92054 |
|
76052xxxx4 |
a.j*********@e**********.com |
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99 |
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Harry A Falero: Primerica - Financial Services |
940 E Valley Pkwy Ste I, Escondido, CA 92025 |
|
76079xxxx9 |
aap*****@p********.com |
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145207 |
3715 |
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De Financial Group Llc |
2965 Roosevelt St A, Carlsbad, CA 92008 |
|
76072xxxx3 |
bda******@d***************.com |
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