| Rohling Wealth Management |
6310 Greenwich Dr #150, San Diego, CA 92122 |
|
85843xxxx4 |
mic************@l**.com |
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| San Diego, CA Private Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Suite 400, San Diego, CA 92130 |
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80052xxxx7 |
ber*******@u**.com |
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| Mariner |
11512 El Camino Real # 370, San Diego, CA 92130 |
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85843xxxx0 |
aal*************@m********************.com |
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15 |
4400 |
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| Ross Allford - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
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61969xxxx1 |
ros*********@r**.com |
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19 |
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20 |
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| Jonathan D. Murphy, Cfp? - Northwestern Mutual Wealth Management Co. |
600 W Broadway Ste 600, San Diego, Ca 92101 |
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61923xxxx5 |
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| Merrill Lynch Financial Advisor Michael D Fendley |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx1 |
bri************@b***.com |
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| von Berge Wealth Management |
600 W Broadway, San Diego, CA 92101 |
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61934xxxx3 |
eri*********@v****************.com |
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| Merrill Lynch Financial Advisor Dean Ridgway |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx2 |
ann********@m*.com |
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| Chandler Asset Management, Inc. |
9255 Towne Centre Dr #600, San Diego, CA 92121 |
|
80031xxxx7 |
aar*******@c************.com |
5 |
1 |
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| Private Wealth Management | U.S. Bank |
600 W Broadway Suite 1225, San Diego, CA 92101 |
|
61969xxxx2 |
aar************@u*****.com |
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345376 |
5428 |
348000 |
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| Highlands Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Suite 400, San Diego, CA 92130 |
|
85894xxxx2 |
abc*******@u**.com |
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| After-Tax Wealth Management |
1255 Scott St, San Diego, CA 92106 |
|
61936xxxx6 |
inf*@a*************.com |
5 |
7 |
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114 |
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118 |
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| Archipelago Wealth Management |
402 W Broadway Ste 400, San Diego, CA 92101 |
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61944xxxx2 |
art*********@l**.com |
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5 |
11 |
111 |
3 |
113 |
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| Satori Wealth Management, Inc. |
4660 La Jolla Village Dr ste 100, San Diego, CA 92122 |
|
61930xxxx3 |
dan**@s***********.com |
5 |
8 |
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5 |
9 |
106 |
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117 |
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| Wilsey Asset Management |
10620 Treena St, San Diego, CA 92131 |
|
85822xxxx4 |
all****@w********************.com |
5 |
2 |
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| Naief Al-Chaikh - Financial Advisor, Ameriprise Financial Services, LLC |
350 10th Ave, Ste 950, San Diego, CA 92101 |
|
61965xxxx3 |
dns*****@a***.com |
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| Zimmerman Private Wealth Management |
3111 Camino Del Rio N Ste 400, San Diego, CA 92108 |
|
61952xxxx5 |
bri**@z***********.com |
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5 |
12 |
88 |
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84 |
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| ATS Wealth Management |
5435 Oberlin Dr #200, San Diego, CA 92121 |
|
85864xxxx7 |
inf*@a***********.com |
5 |
6 |
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201 |
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209 |
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| The LaCroix Wealth Management Group - Morgan Stanley |
101 W Broadway UNIT 1800, San Diego, CA 92101 |
|
61923xxxx0 |
acc**********@m************.com |
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| PTM FINANCIAL |
12348 High Bluff Dr Suite 240, San Diego, CA 92130 |
|
61935xxxx0 |
inf*@p***********.com |
5 |
7 |
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| U.S. Bank - Private Wealth Advisor: James Papas |
530 B St, San Diego, CA 92101 |
|
85834xxxx7 |
aar************@u*****.com |
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345435 |
5414 |
348000 |
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| Premier Wealth Advisors, LLC |
12531 High Bluff Dr #110, San Diego, CA 92130 |
|
85866xxxx6 |
ant****@m**************.com |
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493 |
34 |
504 |
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| Zimmerman Private Wealth Management |
3111 Camino Del Rio N, San Diego, CA 92108 |
|
61952xxxx5 |
bri**@z***********.com |
5 |
1 |
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5 |
12 |
88 |
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84 |
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| Merrill Lynch Wealth Management |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
bro*********@m*.com |
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| Merrill Lynch Wealth Management |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx0 |
3d@l****.ml |
4.7 |
3 |
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| Elite Wealth Management |
2727 Camino del Rio S ste 150, San Diego, CA 92108 |
|
32331xxxx2 |
adm**@e************.com |
5 |
5 |
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| Manning Wealth Management, Inc |
401 B St UNIT 2300, San Diego, CA 92101 |
|
61923xxxx7 |
bi**@m********.com |
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| U.S. Bank - Private Wealth Advisor: Lee Gagne |
530 B St, San Diego, CA 92101 |
|
85841xxxx0 |
aar************@u*****.com |
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345435 |
5414 |
348000 |
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| Capital Growth Inc. Wealth Management |
12680 High Bluff Dr, San Diego, CA 92130 |
|
85855xxxx0 |
art*@c***************.com |
5 |
4 |
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242 |
21 |
247 |
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| Health and Wealth Inc. |
864 Grand Ave Ste 224 Ste 224, San Diego, CA 92109 |
|
85833xxxx7 |
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| Goldman Wealth Management & Assoc. LLC |
12526 High Bluff Dr UNIT 300, San Diego, CA 92130 |
|
85836xxxx8 |
joh*@g********.com |
5 |
7 |
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115 |
3 |
124 |
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| Reason Financial |
4747 Morena Blvd #102, San Diego, CA 92117 |
|
85848xxxx0 |
aly***@y*********.com |
5 |
6 |
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45 |
7 |
51 |
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| Creative Capital Management Investments LLC (CCMI) |
6265 Greenwich Dr STE 201, San Diego, CA 92122 |
|
61929xxxx3 |
abb*@m*****.com |
5 |
1 |
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| San Diego Financial Advisor - Platt Wealth Management |
3838 Camino Del Rio N Unit 365, San Diego, CA 92108 |
|
61925xxxx4 |
inf*@p******.com |
5 |
2 |
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114 |
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126 |
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| Wilsey Asset Management |
10620 Treena St Suite 100, San Diego, CA 92131 |
|
85822xxxx4 |
all****@w********************.com |
5 |
2 |
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| CFG Wealth Management |
4370 La Jolla Village Dr Suite 630, San Diego, CA 92122 |
|
85855xxxx0 |
ale**********@c*****.com |
4.6 |
21 |
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| DAS Wealth Management Group |
12651 High Bluff Dr #250, San Diego, CA 92130 |
|
31037xxxx2 |
aar**********@r***********.com |
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17479 |
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18000 |
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| Gina Ellen, CFP® DBA Principled Planning & Wealth Management |
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85888xxxx4 |
c18*****************************@s*****.wixpress |
5 |
3 |
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| Eiger Wealth Management, LLC |
16855 W Bernardo Dr Suite 310, San Diego, CA 92127 |
|
85876xxxx0 |
inf*@e**********.com |
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| Meiss Wealth Management, Inc. |
1980 Kettner Blvd #408, San Diego, CA 92101 |
|
85838xxxx0 |
m***@e**********.com |
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| 20-20 Financial Advisors |
1660 Hotel Cir N # 705, San Diego, CA 92108 |
|
61977xxxx3 |
ast*******@2*****.com |
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| Archipelago Wealth Management - Arthur Muniz, CFP®, CEPA, AIF® |
402 W Broadway Suite 400, San Diego, CA 92101 |
|
61944xxxx2 |
con****@a************.com |
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| Merrill Lynch Financial Advisor Brian R Johns |
701 B St Suite 2400, San Diego, CA 92101 |
|
50945xxxx6 |
ale*********@m*.com |
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| Wealth Alliance, LLC |
12526 High Bluff Dr UNIT 300, San Diego, CA 92130 |
|
85879xxxx3 |
boi****@w*********.com |
5 |
1 |
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| The Liddy Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx0 |
abc*******@u**.com |
5 |
1 |
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| AWM Global Advisors |
750 B St Suite 2850, San Diego, CA 92101 |
|
61922xxxx0 |
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| Bernstein Private Wealth Management |
4365 Executive Dr # 700, San Diego, CA 92121 |
|
85881xxxx0 |
aak********@b********.com |
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| Sanya Mulhern - RBC Wealth Management Branch Director |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx2 |
bri*********@r**.com |
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221 |
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230 |
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| Thomas A Trax, Wealth Advisor, CEP, AAMS- LPL Financial |
2221 Camino del Rio S STE 307, San Diego, CA 92108 |
|
61946xxxx0 |
ixc***********@l**.com |
5 |
6 |
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31 |
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32 |
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| Mercer Advisors Wealth Management |
5348 Carroll Canyon Rd #200, San Diego, CA 92121 |
|
85875xxxx9 |
aar********@m*************.com |
5 |
5 |
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2837 |
28 |
2900 |
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| Waterfront Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
61955xxxx7 |
ber*******@u**.com |
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| Pure Financial Advisors, LLC |
3131 Camino Del Rio N #1550, San Diego, CA 92108 |
|
61981xxxx0 |
3d@p************.com |
5 |
6 |
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1665 |
|
1700 |
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| The Financial Planning & Investment Group - Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
ala*********@a***.com |
5 |
1 |
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| Bradley Wealth |
350 10th Ave Ste 820, San Diego, CA 92101 |
|
61951xxxx0 |
ale*@b************.com |
|
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|
763 |
|
776 |
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| Edward Jones - Financial Advisor: Jason M Lavely, CFP®|CEPA®|AAMS™ |
3007 Clairemont Dr E, San Diego, CA 92117 |
|
61927xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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|
87442 |
|
100000 |
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| Robinson Wealth Management of Raymond James |
8910 University Center Ln #600, San Diego, CA 92122 |
|
85832xxxx1 |
aar************@r***********.com |
5 |
1 |
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17479 |
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18000 |
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| Charles Schwab |
3570 Carmel Mountain Rd STE 120, San Diego, CA 92130 |
|
85855xxxx0 |
ask******@s*****.com |
3 |
2 |
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| Financial Planning Consultants |
1450 Frazee Rd # 308, San Diego, CA 92108 |
|
61929xxxx4 |
aud****@f***************.com |
5 |
1 |
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| WMA Wealth Management Accounting, Inc. |
3665 Ruffin Rd #204, San Diego, CA 92123 |
|
85856xxxx1 |
inf*@t***********.com |
4.6 |
9 |
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| McNaughton Wealth Management, LLC |
3655 Nobel Dr Suite 490, San Diego, CA 92122 |
|
85869xxxx0 |
inf*@m*******************.com |
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| The Retirement Group LLC |
5414 Oberlin Dr #220, San Diego, CA 92121 |
|
80090xxxx7 |
aai***@t*****************.com |
3.7 |
3 |
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| Wealth Navigation Advisors |
6265 Greenwich Dr Suite 251, San Diego, CA 92122 |
|
85848xxxx9 |
aen******@w***********************.com |
5 |
3 |
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65 |
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66 |
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| | Nathan Medina l LPL Financial CFP, Financial & Retirement Planning |
1255 Scott St, San Diego, CA 92106 |
|
61936xxxx6 |
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5 |
5 |
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| Merrill Lynch Financial Advisor Robert Rose |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx8 |
ari*********@m*.com |
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| Darrin A. Santos, CFP®-FSI Wealth |
1455 Frazee Rd Ste. 804-A, San Diego, CA 92108 |
|
61968xxxx4 |
dar***@f********.net |
5 |
35 |
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248 |
19 |
250 |
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| Compound Wealth Advisors, LLC |
4210 Brooke Ct, San Diego, CA 92122 |
|
86041xxxx4 |
stu***@c*********.com |
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| Illumination Wealth Management |
4320 La Jolla Village Dr #210, San Diego, CA 92122 |
|
85824xxxx5 |
chr********@i*****************.com |
5 |
2 |
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| Define Financial |
12526 High Bluff Dr #238, San Diego, CA 92130 |
|
85834xxxx7 |
inf*@d**************.com |
5 |
11 |
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5 |
12 |
407 |
2 |
420 |
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| Merrill Lynch Financial Advisor Victor P Galvez |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx2 |
ari*********@m*.com |
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| Silvia McColl Wealth Management |
600 W Broadway Ste 2625, San Diego, CA 92101 |
|
61963xxxx0 |
bi**@s***********.com |
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| La Jolla Asset Management Inc |
4350 Executive Dr #115, San Diego, CA 92121 |
|
85845xxxx5 |
jsm***@l***.com |
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| Northwestern Mutual |
600 W Broadway #600, San Diego, CA 92101 |
|
61923xxxx1 |
a.-***********@n*****************.com |
5 |
4 |
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105802 |
16150 |
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| Providence Wealth Planning |
3160 Camino del Rio S #204, San Diego, CA 92108 |
|
61941xxxx5 |
ald*********@p*****************.com |
5 |
2 |
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182 |
4 |
188 |
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| Rowling & Associates |
8889 Rio San Diego Dr #202, San Diego, CA 92108 |
|
61929xxxx0 |
ash**********@r******.com |
3 |
2 |
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96 |
5 |
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| WFA San Diego |
3170 E 4th St 3rd Floor, San Diego, CA 92103 |
|
61949xxxx5 |
and***@w**********.com |
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| San Diego Tax & Wealth Management |
7777 Alvarado Rd #405, La Mesa, CA 91942 |
|
61969xxxx2 |
bho**@s**********.com |
5 |
3 |
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| Independent Capital Management, Inc. |
3131 Camino Del Rio N #810, San Diego, CA 92108 |
|
61928xxxx2 |
a.a@i***********.com |
4 |
4 |
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13533 |
|
13000 |
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| Pacific Wealth Management |
11512 El Camino Real #350, San Diego, CA 92130 |
|
85850xxxx7 |
adm**@p********.com |
4.7 |
14 |
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| Wardein Wealth Management of Raymond James |
13500 Evening Creek Dr N Ste 100, San Diego, CA 92128 |
|
85858xxxx3 |
aar************@r***********.com |
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| Jeremy Pursch - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx8 |
wms**********@r**.com |
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14777 |
|
16000 |
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| CLEARWEALTH Asset Management |
12636 High Bluff Dr, San Diego, CA 92130 |
|
85872xxxx2 |
bri**@b*********.com |
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| Merrill Lynch Financial Advisor Antonio Marques |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx7 |
bro*********@m*.com |
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| David Schrager - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx0 |
dav***********@r**.com |
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| Asset Management & Investments |
304 Kalmia St, San Diego, CA 92101 |
|
61980xxxx8 |
ass************@l***.com |
1 |
2 |
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| Presidio Capital Management |
12626 High Bluff Dr # 150, San Diego, CA 92130 |
|
85846xxxx9 |
ali**@p*********.com |
5 |
6 |
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374 |
|
395 |
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| Global Wealth Partners Inc |
2368 2nd Ave, San Diego, CA 92101 |
|
61932xxxx6 |
ama****@g**********************.com |
|
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5 |
5 |
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35 |
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| Stratos Private Wealth |
12348 High Bluff Dr Suite 200, San Diego, CA 92130 |
|
84424xxxx4 |
hel**@s*******************.com |
5 |
1 |
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215 |
5 |
235 |
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| Woodson Wealth Management |
1672 Main St, Ramona, CA 92065 |
|
85892xxxx0 |
adm**@w********.com |
5 |
19 |
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190 |
57 |
217 |
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| Charted Course Wealth Management of Raymond James |
13500 Evening Creek Dr N Ste 100D, San Diego, CA 92128 |
|
83346xxxx4 |
aar************@r***********.com |
|
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17 |
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19 |
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| Merrill Lynch Wealth Management |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx0 |
3d@l****.ml |
5 |
3 |
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| Edward Jones - Financial Advisor: Lee J Fox |
801 Orange Ave, Ste 207, Coronado, CA 92118 |
|
85830xxxx2 |
a.j*********@e**********.com |
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174 |
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| Modern Money Management |
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|
85822xxxx5 |
nni******@y****.com |
5 |
6 |
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| Wisdom Wealth Management - Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
|
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163 |
|
179 |
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| Rachel Paulin - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx2 |
rac**********@r**.com |
|
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|
14777 |
|
16000 |
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| Merrill Lynch Financial Advisor Jeffrey B Von Behren |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx5 |
ban********************@m*.com |
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| Jim Lynch - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx4 |
rbc*********@r**.com |
|
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|
14777 |
|
16000 |
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| Merrill Lynch Financial Advisor Maria De. J. Aguilar |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx0 |
bri************@b***.com |
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| Melbrod Wealth Management |
13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 |
|
76047xxxx2 |
inf*@m******.com |
5 |
2 |
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| Brian Neault - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx5 |
bri*********@r**.com |
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221 |
|
230 |
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| Scripps Wealth Management |
9915 Mira Mesa Blvd #110, San Diego, CA 92131 |
|
85827xxxx8 |
ben*****@s************.com |
|
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30 |
3 |
26 |
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| Fleming & Associates, LLC |
350 Tenth Ave #1000, San Diego, CA 92101 |
|
61983xxxx6 |
ann*******@f**********************.com |
5 |
1 |
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273 |
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| Bull Oak Capital |
4747 Executive Dr Suite 1010, San Diego, CA 92121 |
|
85899xxxx0 |
bul********@c*************.com |
5 |
26 |
|
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|
199 |
36 |
204 |
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|
| Copley Financial Group, Inc. |
2650 Camino Del Rio N Suite #350, San Diego, CA 92108 |
|
61929xxxx8 |
doe*****@f***********************.com |
4.9 |
50 |
|
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|
| Carlos Vasquez - Morgan Stanley |
101 W Broadway UNIT 1800, San Diego, CA 92101 |
|
61923xxxx3 |
acm***********@m************.com |
5 |
1 |
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| FSI Wealth Management |
1455 Frazee Rd Ste 804, San Diego, CA 92108 |
|
61968xxxx1 |
col***@f********.net |
|
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|
248 |
19 |
250 |
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| Aero Wealth Management |
3570 Carmel Mountain Rd #150, San Diego, CA 92130 |
|
85870xxxx1 |
l.v****@a*************.com |
|
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|
| Yorkshire Wealth Management |
16935 W Bernardo Dr # 170, San Diego, CA 92127 |
|
85879xxxx6 |
dou***********@y*****.com |
4.7 |
6 |
|
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|
| Dawson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx2 |
ben*******************@u**.com |
|
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| Falcon Wealth Planning |
600 W Broadway Suite 700, San Diego, CA 92101 |
|
85596xxxx6 |
cca*****@f*******************.com |
|
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|
| Bessemer Trust Private Wealth Management San Diego CA |
4270 Executive Square, La Jolla, CA 92037 |
|
85833xxxx0 |
bes********************@a*********.email |
|
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|
| Taylor Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Suite 400, San Diego, CA 92130 |
|
85894xxxx4 |
abc*******@u**.com |
|
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| Wealth Preservation, LLC |
12520 High Bluff Dr Suite 360, San Diego, CA 92130 |
|
85836xxxx3 |
dav*@w********************.com |
5 |
3 |
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5 |
13 |
408 |
2 |
397 |
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| Nautica Wealth Advisors |
11440 W Bernardo Ct Suite 290, San Diego, CA 92127 |
|
85825xxxx0 |
inf*@n*********.net |
4.7 |
3 |
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451 |
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452 |
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| Octavia Wealth Advisors |
7676 Hazard Center Dr Suite 1550, San Diego, CA 92108 |
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61955xxxx1 |
alo***@o********.com |
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5 |
18 |
311 |
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325 |
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| Wedbush Securities |
401 W A St UNIT 1800, San Diego, CA 92101 |
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61932xxxx0 |
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5 |
1 |
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| Taylor Family Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Suite 400, San Diego, CA 92130 |
|
85894xxxx2 |
abc*******@u**.com |
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| Ryan Souligny - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx6 |
rbc*********@r**.com |
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| Merrill Lynch Financial Advisor Rodrigo K Hanna |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx7 |
ari*********@m*.com |
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| Dean Roland Russell LLC, Family Wealth Management |
16880 W Bernardo Dr STE 170, San Diego, CA 92127 |
|
85848xxxx7 |
inf*@d********.com |
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| Telos Capital Management, Inc. |
13480 Evening Creek Dr N Suite 250, San Diego, CA 92128 |
|
85827xxxx0 |
aar****@t*******.com |
3 |
2 |
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28 |
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31 |
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| Wealth Legacy Group, Inc. |
4540 Kearny Villa Rd STE 114, San Diego, CA 92123 |
|
85856xxxx3 |
car***@w****************.com |
5 |
15 |
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37 |
7 |
38 |
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| Andreasen Gleeson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx3 |
ber*******@u**.com |
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| Traction Wealth & Insurance Solutions - Brandon Sussman, CFP® |
600 W Broadway, San Diego, CA 92101 |
|
61930xxxx3 |
ade********@n*.com |
5 |
40 |
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| Fides Wealth Strategies Group |
7676 Hazard Center Dr #1050, San Diego, CA 92108 |
|
80036xxxx1 |
car******@f**********.com |
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178 |
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| Fundamental Wealth Management - Ameriprise Financial Services, LLC |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
|
85876xxxx1 |
dns*****@a***.com |
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| High Bluff Private Wealth |
12520 High Bluff Dr #120, San Diego, CA 92130 |
|
85879xxxx7 |
mic*************@l**.com |
5 |
11 |
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159 |
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159 |
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| Pacific Wealth Management |
11512 El Camino Real #350 Ste 440, San Diego, CA 92130 |
|
85850xxxx7 |
cli**********@p********.com |
4.7 |
14 |
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| Jane Fitzpatrick - Morgan Stanley |
101 W Broadway UNIT 1800, San Diego, CA 92101 |
|
61923xxxx9 |
erp******@m**************.com |
5 |
1 |
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| Newport Wealth Advisors |
12636 High Bluff Dr #400, San Diego, CA 92130 |
|
87769xxxx7 |
bwe***@n********************.com |
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| The Ruysschaert Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx2 |
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| Merrill Lynch Financial Advisor Paul B Pintek |
701 B St Suite 2400, San Diego, CA 92101 |
|
61969xxxx0 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Kenna Stukas |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx4 |
ari*********@m*.com |
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| Canter Wealth |
7825 Fay Ave #140, La Jolla, CA 92037 |
|
85881xxxx0 |
aco*@c***********.com |
5 |
62 |
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482 |
17 |
497 |
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| Merrill Lynch Wealth Management Advisor Maria De J Aguilar |
701 B St, San Diego, Ca 92101 |
|
61969xxxx0 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Frances Pascua |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx1 |
ban********************@m*.com |
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| Astle Wealth Management |
101 W Broadway, San Diego, CA 92101 |
|
61957xxxx9 |
joa********@c******.com |
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| One Degree Advisors |
8880 Rio San Diego Dr # 1000, San Diego, CA 92108 |
|
61928xxxx8 |
adm**@o****************.com |
5 |
2 |
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857 |
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928 |
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| Root Financial |
125 South Highway 101, Suite #101 PMB #7, Solana Beach, CA 92075 |
|
76045xxxx0 |
ari@r********************.com |
4.9 |
76 |
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| HoyleCohen Wealth Management, San Diego |
350 Camino De La Reina Suite 500, San Diego, CA 92108 |
|
85857xxxx0 |
ale********@h*********.com |
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| Jeff Fink - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx0 |
bri*********@r**.com |
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221 |
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230 |
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| Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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163 |
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179 |
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| Excel Wealth Management - UBS Financial Services Inc. |
17180 Rancho Bernardo Center, Suite 100, San Diego, CA 92128 |
|
85852xxxx2 |
abc*******@u**.com |
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| Merrill Lynch Financial Advisor Gilda J Aceves |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx5 |
ban********************@m*.com |
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| Heritage Wealth Management, Inc. |
11440 W Bernardo Ct # 390, San Diego, CA 92127 |
|
85861xxxx1 |
con****@h***.com |
5 |
16 |
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| Investment Placement Group |
501 W Broadway ste 1350, San Diego, CA 92101 |
|
61932xxxx0 |
|
5 |
1 |
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| Merrill Lynch Financial Advisor Kaitlyn M. Cruse |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx9 |
bro*********@m*.com |
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| Silvia Mccoll Wealth Management |
402 W Broadway Unit 2100, San Diego, Ca 92101 |
|
61963xxxx0 |
bi**@s***********.com |
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| RBC Wealth Management Branch - San Diego |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx0 |
rbc*********@r**.com |
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| Halbert Hargrove Global Advisors |
101 W Broadway #1460, San Diego, CA 92101 |
|
61923xxxx0 |
abo*****@h**************.com |
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| Daniel Shahmoradian, CFP - Financial Planner |
600 W Broadway #600, San Diego, CA 92101 |
|
61923xxxx2 |
ark**************@n*.com |
5 |
12 |
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96 |
|
94 |
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| UBS Financial Services Inc. |
One America Plaza, 600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx8 |
|
3 |
2 |
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| Private Wealth Management | U.S. Bank |
530 W B St Suite 2400, San Diego, CA 92101 |
|
61969xxxx6 |
aar************@u*****.com |
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|
345376 |
5428 |
348000 |
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| Wealth Manager Group |
3131 Camino Del Rio N #1650, San Diego, CA 92108 |
|
61957xxxx6 |
hco**@w********.com |
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| Fiduciary Wealth Management: Your Dedicated Fiduciary |
401 B St UNIT 2300, San Diego, CA 92101 |
|
84475xxxx3 |
inf*@y*********************.com |
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404 |
|
397 |
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| WestPac® Wealth Partners (San Diego) |
5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121 |
|
61968xxxx0 |
inf*@w************.com |
4.6 |
18 |
|
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54344 |
39 |
104000 |
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| Edward Jones - Financial Advisor: Flavio A Castillo |
2222 Fern St, San Diego, CA 92104 |
|
61951xxxx4 |
a.j*********@e**********.com |
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|
87443 |
|
100000 |
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| The Thompson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx4 |
abc*******@u**.com |
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| WorthPointe Financial Planners |
4445 Eastgate Mall #200, San Diego, CA 92121 |
|
80062xxxx2 |
doe**@w****************.com |
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|
953 |
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| Financial Sense Wealth Management |
10809 Thornmint Rd 2nd Floor, San Diego, CA 92127 |
|
85848xxxx9 |
ang*********@f*************.com |
4 |
3 |
|
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|
3166 |
3 |
3100 |
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| The Financial Planning Company |
2761 Teresita St, San Diego, CA 92104 |
|
61999xxxx1 |
bre*****@t***.co |
5 |
6 |
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| U.S. Bank - Private Wealth Advisor: Marivi Shivers |
600 W Broadway Ste 1225, San Diego, CA 92101 |
|
61969xxxx2 |
aar************@u*****.com |
|
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|
345435 |
5414 |
348000 |
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| Sorrento Pacific Financial LLC |
10150 Meanley Dr Ste 200, San Diego, CA 92131 |
|
87728xxxx8 |
ajo***@s**************.com |
1 |
2 |
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| Blue Summit Wealth Management - Sustainable Investing |
9001 Grossmont Blvd # 718, La Mesa, CA 91941 |
|
61969xxxx0 |
all**@b***************.com |
5 |
1 |
|
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|
296 |
|
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|
| The Falkowski Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx3 |
abc*******@u**.com |
|
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|
| Merrill Lynch Financial Advisor Javier Malfavon |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx7 |
bri************@b***.com |
|
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|
| Merrill Lynch Financial Advisor Gregory J Roel |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx5 |
ale*********@m*.com |
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| Next Gen Financial Planning |
1455 Frazee Rd Suite 543, San Diego, CA 92108 |
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61936xxxx7 |
and***@n***********************.com |
5 |
8 |
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25 |
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107 |
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| Private Wealth Management | U.S. Bank |
4747 Executive Dr 3rd Floor, San Diego, CA 92121 |
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85833xxxx1 |
aar************@u*****.com |
1 |
1 |
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345437 |
5414 |
348000 |
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| U.S. Bancorp Investments - Financial Advisors: San Diego |
5100 Federal Blvd, San Diego, CA 92105 |
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61968xxxx1 |
aar************@u*****.com |
4.2 |
5 |
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345378 |
5428 |
348000 |
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| J&F Wealth Management |
402 W Broadway Suite 400, San Diego, CA 92101 |
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86655xxxx6 |
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| Steve Lahre - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
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61969xxxx1 |
bri*********@r**.com |
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221 |
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230 |
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| Hall Private Wealth Advisors |
2305 Historic Decatur Rd Suite 100, San Diego, CA 92106 |
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85826xxxx5 |
cla********@h******.com |
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5389 |
47 |
5500 |
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| Alpha Global Investments |
1660 Hotel Cir N STE 304, San Diego, CA 92108 |
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85820xxxx0 |
adm**@a****************.com |
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| Krause Wealth Partners |
350 10th Ave Ste 1000, San Diego, Ca 92101 |
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85836xxxx2 |
pau*@k*************.com |
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5 |
5 |
116 |
7 |
115 |
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| Stifel |
16870 W Bernardo Dr UNIT 150, San Diego, CA 92127 |
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85887xxxx0 |
abb****@s*****.com |
5 |
3 |
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4772 |
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5200 |
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| RKG Wealth Management - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
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61955xxxx7 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor William E Sparks |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx1 |
ale*********@m*.com |
5 |
1 |
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| Hansen Wealth Management - UBS Financial Services Inc. |
17180 Rancho Bernardo Rd Center Suite 100, San Diego, CA 92128 |
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85852xxxx9 |
abc*******@u**.com |
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| Taxable Wealth |
13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 |
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85822xxxx1 |
aur***@t************.com |
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| Epstein & White, Proudly a Part of Mercer Advisors |
9740 Appaloosa Rd UNIT 150, San Diego, CA 92131 |
|
85856xxxx6 |
eve***@e***********.com |
4.4 |
9 |
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18 |
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| Torrey Wealth - Rob Leuffen |
4660 La Jolla Village Dr Suite 100, San Diego, CA 92122 |
|
85873xxxx0 |
inf*@d*************.org |
5 |
2 |
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| Van Nostrand Wealth Management LLC |
11440 W Bernardo Ct # 204, San Diego, CA 92127 |
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85848xxxx5 |
gvv@v*******.com |
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29 |
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| Mission Hills Financial, Inc. |
1633 W Lewis St, San Diego, CA 92103 |
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61929xxxx0 |
ash***@m********************.com |
4 |
4 |
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143 |
11 |
144 |
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| San Diego Wealth Management |
6390 Greenwich Dr #215, San Diego, CA 92122 |
|
85827xxxx5 |
ari**@s*************.com |
5 |
1 |
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2146 |
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2100 |
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| Jonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co. |
600 W Broadway #600, San Diego, CA 92101 |
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61923xxxx5 |
ark**************@n*.com |
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| EP Wealth Advisors |
3655 Nobel Dr #200, San Diego, CA 92122 |
|
85875xxxx2 |
ab@e*******.com |
5 |
1 |
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1123 |
33 |
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| GH Wealth Management |
6265 Greenwich Dr STE 100, San Diego, CA 92122 |
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85845xxxx0 |
dav**@g*******.net |
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143 |
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144 |
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| TSG Wealth Management - La Jolla |
4365 Executive Dr Suite 1420, San Diego, CA 92121 |
|
85863xxxx0 |
a.s********@t****.com |
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| Del Mar Wealth Management |
1110 Camino Del Mar suite b, Del Mar, CA 92014 |
|
85848xxxx8 |
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| Merrill Lynch Financial Advisor Jorge Llamas |
701 B St 24th Floor, San Diego, CA 92101 |
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61969xxxx7 |
ari*********@m*.com |
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| West Coast Financial Consultants - Thrivent Financial |
2727 Camino del Rio S Ste 246, San Diego, CA 92108 |
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61953xxxx4 |
ale*************@t*******.com |
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| Bamboo Wealth Strategies |
3131 Camino Del Rio N, San Diego, CA 92108 |
|
61928xxxx9 |
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5 |
2 |
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| Coastal Life Wealth Management |
3914 Murphy Canyon Rd, San Diego, CA 92123 |
|
85849xxxx2 |
chr*****@c****************.com |
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| DB Wealth Management Group |
1455 Frazee Rd #950, San Diego, CA 92108 |
|
61949xxxx4 |
bry*********@d****.com |
5 |
1 |
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| United Capital Financial Advisors |
4370 La Jolla Village Dr Suite 110, San Diego, CA 92122 |
|
85852xxxx0 |
car****@u******************.com |
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| Seaport Wealth Management |
4025 Camino del Rio S 3rd floor, San Diego, CA 92108 |
|
85845xxxx0 |
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| Messenger Wealth Management, Inc. |
2305 Historic Decatur Rd Suite 100, San Diego, CA 92106 |
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61957xxxx8 |
adm*************@l**.com |
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| Pierre Tax and Wealth Management |
1455 Frazee Rd Suite 500, San Diego, CA 92108 |
|
61980xxxx2 |
eri*@p***************.com |
4.9 |
69 |
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1789 |
1 |
1816 |
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| Ethos Wealth Management/LPL Financial |
11440 W Bernardo Ct Suite 159, San Diego, CA 92127 |
|
85848xxxx2 |
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| Paul A. Neves, CFP®, ChFC® -FSI Wealth |
1455 Frazee Rd Suite 804, San Diego, CA 92108 |
|
61968xxxx1 |
pau*@f********.net |
5 |
2 |
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55 |
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54 |
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| Wealth Analytics Retirement Planning |
12730 High Bluff Dr #260, San Diego, CA 92130 |
|
85879xxxx0 |
bel**@w**************.com |
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| Copia Wealth Management & Insurance Services |
2333 Camino del Rio S STE 240, San Diego, CA 92108 |
|
61964xxxx2 |
eli******@c******.com |
5 |
1 |
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| Christopher Wells - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx7 |
rbc*********@r**.com |
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| U.S. Bank - Private Wealth Advisor: Saksoknik Sopheak |
530 B St, San Diego, CA 92101 |
|
85833xxxx3 |
aar************@u*****.com |
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345437 |
5414 |
348000 |
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| LPL Financial: Sanders Alvin |
555 W Beech St #458, San Diego, CA 92101 |
|
61929xxxx0 |
ren**************@l**.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Michael P. Licari |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx0 |
bri************@b***.com |
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| U.S. Bank - Wealth Management Banker: Ronza Ramo |
600 W Broadway Ste 100, San Diego, CA 92101 |
|
61922xxxx8 |
aar************@u*****.com |
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345435 |
5414 |
348000 |
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| Zenith Investment Management |
9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121 |
|
85871xxxx0 |
c18*****************************@s*****.wixpress |
5 |
2 |
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4.7 |
12 |
280 |
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286 |
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| U.S. Bank – Wealth Management Banker: Jeffrey Gorgen |
5330 Napa St, San Diego, CA 92110 |
|
61978xxxx4 |
aar************@u*****.com |
2.6 |
10 |
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345437 |
5414 |
348000 |
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| Bradley Wealth LLC |
350 Tenth Ave #1000, San Diego, CA 92101 |
|
61951xxxx0 |
ale*@b************.com |
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763 |
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776 |
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| L Squared Wealth Management |
302 Washington St, San Diego, CA 92103 |
|
61943xxxx5 |
doe**@l*******.com |
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| Driven Wealth Management |
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61963xxxx0 |
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5 |
2 |
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