| Mariah Hudler, MBA I Next-Gen Wealth & Wellbeing I Financial Coaching & Consulting I Speaking |
5960 S Land Park Dr, Sacramento, CA 95822 |
|
91623xxxx3 |
a9d*************************************@w*****************.com |
5 |
2 |
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| John G Auble - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx9 |
acc**********@m************.com |
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| Steve Taylor - BancWest Investment Services Wealth Financial Advisor |
500 Capitol Mall Suite 1200, Sacramento, CA 95814 |
|
91683xxxx4 |
aab****@b************.com |
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180766 |
827 |
183000 |
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| CAPTRUST |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
cha*************@c*******.com |
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449 |
62 |
577 |
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| West Coast Advisors |
925 L St #800, Sacramento, CA 95814 |
|
91644xxxx3 |
bol*****@w****************.com |
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586856 |
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759000 |
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| Merrill Lynch Financial Advisor Ariel T. Agustin |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ale*********@m*.com |
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| Mercer Advisors Wealth Management |
3741 Douglas Blvd Suite 130, Roseville, CA 95661 |
|
91678xxxx6 |
aar********@m*************.com |
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2837 |
28 |
2900 |
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| Justin Elliott - Financial Advisor, Ameriprise Financial Services, LLC |
333 University Ave #200, Sacramento, CA 95825 |
|
91656xxxx1 |
dns*****@a***.com |
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| U.S. Bank - Private Wealth Advisor: Pam Long |
621 Capitol Mall, Sacramento, CA 95814 |
|
91649xxxx4 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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| Primerica Financial - Jim Stark |
1787 Tribute Rd suite c, Sacramento, CA 95815 |
|
91643xxxx0 |
a.-*******************@p********.com |
5 |
2 |
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3761 |
161000 |
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| Simpson Wealth Planning |
2277 Fair Oaks Blvd #425, Sacramento, CA 95825 |
|
91633xxxx0 |
lam**@s********************.com |
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280 |
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280 |
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| Guanill Wealth Management Inc |
333 University Ave Ste 200, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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| Financial Network Wealth Advisors |
1300 Ethan Way # 150, Sacramento, CA 95825 |
|
91664xxxx0 |
dal**@f***************.com |
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| Securities America Inc. |
1375 Exposition Blvd #201, Sacramento, CA 95815 |
|
91636xxxx8 |
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5 |
2 |
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| Bautista Wealth Management, LLC. |
180 Promenade Cir Suite 300, Sacramento, CA 95834 |
|
91663xxxx3 |
lui**********@l**.com |
4 |
1 |
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| Deeringer Wealth Management |
3600 American River Dr #290, Sacramento, CA 95864 |
|
91634xxxx0 |
hel**@r**********.com |
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| Legacy Investments & Real Estate |
1906 21st Street, Sacramento, CA 95811 |
|
91690xxxx1 |
eri**@l********.com |
5 |
13 |
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| Western Wealth Management |
815 University Ave, Sacramento, CA 95825 |
|
91697xxxx6 |
nic***********@w***************.com |
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| Preferred Capital Advisors |
555 Capitol Mall, Sacramento, CA 95814 |
|
91666xxxx0 |
cza***@p******.com |
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| Bulletproof Tax & Accounting Firm |
4635 Freeport Blvd ste b, Sacramento, CA 95822 |
|
91622xxxx4 |
inf*@b*************.com |
4.8 |
70 |
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60 |
2 |
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| Merrill Lynch Wealth Management |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx0 |
bro*********@m*.com |
3 |
2 |
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| Merrill Lynch Financial Advisor Christopher Castillo |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx7 |
ale*********@m*.com |
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| Zack Alber |
1618 Broadway b, Sacramento, CA 95818 |
|
91662xxxx7 |
mai*@z********.com |
4.6 |
28 |
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| Edward Jones - Financial Advisor: Jeff Fletcher, AAMS™ |
7220 Greenhaven Dr #2, Sacramento, CA 95831 |
|
91639xxxx7 |
a.j*********@e**********.com |
5 |
1 |
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14 |
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15 |
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| MassMutual Northern California - Johnny Lin |
1435 River Park Dr #410, Sacramento, CA 95815 |
|
91643xxxx8 |
bra**@m*********.com |
5 |
1 |
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| Walcott & Hartin, LLC Professional Fiduciaries |
1100 Corporate Way #100, Sacramento, CA 95831 |
|
91623xxxx7 |
par*****@w***********.com |
5 |
2 |
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244 |
131 |
247 |
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| Utopia Property Management | Sacramento, CA |
500 Capitol Mall # 2350, Sacramento, CA 95814 |
|
91624xxxx1 |
aar**@u***************.com |
4.3 |
68 |
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104 |
6500 |
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| The Avocet Group - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91698xxxx8 |
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| U.S. Bank - Private Wealth Advisor: Morgan Lynch |
621 Capitol Mall, Sacramento, CA 95814 |
|
41529xxxx6 |
aar************@u*****.com |
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|
345338 |
5678 |
347000 |
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| Guanill Wealth Management, Inc. |
333 University Ave, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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| Wealth Design Group |
3445 American River Dr C, Sacramento, CA 95864 |
|
91648xxxx9 |
gar*@w****************.com |
5 |
1 |
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187 |
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| Clarity and Perspicuity |
U.S. Bank Plaza, 980 9th St, Sacramento, CA 95814 |
|
32054xxxx0 |
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| Craig S McLoughlin - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx2 |
acc**********@m************.com |
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| Ameriprise Financial Services, Inc. |
601 University Ave, Sacramento, CA 95825 |
|
80029xxxx5 |
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| Morgan Stanley Financial Advisors |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91644xxxx1 |
acm***********@m************.com |
2.3 |
3 |
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| Young Wealth Management |
502 Mace Blvd UNIT 5, Davis, CA 95618 |
|
53023xxxx2 |
bre**@y********************.com |
5 |
1 |
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| The McLoughlin Friedman Group - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx2 |
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| Baird Private Wealth Management |
300 University Ave Suite 200, Sacramento, CA 95825 |
|
88879xxxx1 |
ano************@b*********.com |
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958 |
8700 |
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| Genovese Burford & Brothers |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
inf*@c*******.com |
5 |
3 |
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445 |
62 |
570 |
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| Heritage Wealth Management Group - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| Avisen Wealth Management |
3620 American River Dr Suite 145, Sacramento, CA 95864 |
|
91648xxxx7 |
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| Anthony Nye, CFP, CIMA - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| Foundation Financial Solutions |
1600 Sacramento Inn Wy #112, Sacramento, CA 95815 |
|
91647xxxx8 |
Cli***@R*****************.com |
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| Northwestern Mutual |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91692xxxx0 |
abb*****@n*****************.com |
2.5 |
2 |
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|
105815 |
16152 |
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| Michael Hardy, CFP, CIMA, CAP - UBS Financial Services Inc. |
1610 Arden Wy Suite 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| Shawn Paschal - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx7 |
acm***********@m************.com |
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| Joshua Strawn - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| U.S. Bancorp Investments - Financial Advisors: Sacramento |
2460 Watt Ave, Sacramento, CA 95825 |
|
91648xxxx6 |
aar************@u*****.com |
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|
345421 |
5414 |
348000 |
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| U.S. Bank - Private Wealth Advisor: Robin Martin |
621 Capitol Mall, Sacramento, CA 95814 |
|
91692xxxx1 |
aar************@u*****.com |
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|
345338 |
5678 |
347000 |
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| Bradford Investment Services |
1450 Harbor Blvd, West Sacramento, CA 95691 |
|
91623xxxx1 |
c18*****************************@s*****.wixpress |
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| The Capitol Group - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91698xxxx8 |
acm***********@m************.com |
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| Fountainhead Wealth |
1451 River Park Dr #142, Sacramento, CA 95815 |
|
80066xxxx9 |
|
5 |
1 |
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| Mariner |
3610 American River Dr, Sacramento, CA 95864 |
|
65057xxxx4 |
eri********@m********************.com |
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222 |
5 |
244 |
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| Herrera May Wealth Management |
100 Howe Ave Suite 120S, Sacramento, CA 95825 |
|
91623xxxx9 |
bre**********@a***********.com |
5 |
5 |
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249 |
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| W Alan Silva - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
bry*********@a***.com |
|
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35 |
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33 |
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| Bruce Pearson - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx0 |
abc*******@u**.com |
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| Merrill Lynch Financial Advisor Mark Ward |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx6 |
ale***********@m*.com |
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| Structure Financial Group - Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
bry*********@a***.com |
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35 |
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33 |
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| Thomas J Goode - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx5 |
acc**********@m************.com |
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| Richard J. Harkless - Private Client Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
91621xxxx6 |
aab****@b************.com |
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40844 |
177 |
41000 |
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| Bell & Co. Private Wealth Management |
770 L St #950, Sacramento, CA 95814 |
|
91644xxxx5 |
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5 |
1 |
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| Merrill Lynch Financial Advisor Curtis B. Godt |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx3 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Anthony J LaFrano |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx7 |
ale*********@m*.com |
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| Towerpoint Wealth |
500 Capitol Mall #1060, Sacramento, CA 95814 |
|
91640xxxx0 |
ago*********@t***************.com |
5 |
85 |
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474 |
394 |
506 |
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| Parkshore Wealth Management |
5940 Granite Lake Dr, Granite Bay, CA 95746 |
|
91679xxxx7 |
dan***@p**************.com |
5 |
18 |
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| Genovese Burford & Brothers |
740 University Ave Ste 100, Sacramento, CA 95825 |
|
91692xxxx7 |
aar*********@c*******.com |
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445 |
62 |
570 |
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| benefitRFP.com, Inc |
1 Capitol Mall #350, Sacramento, CA 95814 |
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86629xxxx8 |
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| Owens Karin |
1817 Maryal Drive #200, Sacramento, CA 95864 |
|
91648xxxx0 |
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1 |
1 |
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| Sierra Ridge Wealth Management |
1435 River Park Dr Ste 504, Sacramento, CA 95815 |
|
91689xxxx7 |
aal*****@s****************.com |
5 |
6 |
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197 |
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235 |
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5 |
18 |
| Josh Albert, CFP® |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91664xxxx8 |
jos********@n*.com |
5 |
6 |
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| Mynd Property Management, Sacramento CA |
2012 P St #201, Sacramento, CA 95811 |
|
91661xxxx8 |
aar********@m***.co |
4.2 |
565 |
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13 |
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18 |
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| Merrill Lynch Financial Advisor Kevin M Kimura |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx4 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Rory Barney |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx2 |
ale*********@m*.com |
1 |
1 |
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| Slalom Wealth Management |
836 57th St Suite 457, Sacramento, CA 95819 |
|
91699xxxx4 |
inf*@s***********.com |
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122 |
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123 |
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| Private Wealth Management | U.S. Bank |
621 Capitol Mall Suite 800, Sacramento, CA 95814 |
|
83396xxxx6 |
all*********@a*****.usbank |
1 |
1 |
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345239 |
5467 |
348000 |
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| Bautista Wealth Management, LLC. |
180 Promenade Circle Ste 300, Sacramento, CA |
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lui**********@l**.com |
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| Merrill Lynch Financial Advisor Thomas E Demarois |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx5 |
ale*********@m*.com |
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| Kajiwara Wealth Advisors |
3433 American River Dr ste b, Sacramento, CA 95864 |
|
91627xxxx6 |
bra*@k*********************.com |
5 |
1 |
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| Wealth Advancement, Inc. |
2740 Fulton Ave #129, Sacramento, CA 95821 |
|
91648xxxx1 |
bbr******@b***********.net |
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2 |
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3 |
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| Luke Cummings - SAFE Financial Services - Wealth Advisor |
2105 Town Center Plaza Suite F-100, West Sacramento, CA 95691 |
|
91697xxxx3 |
bra************@s*****.org |
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9868 |
302 |
10000 |
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| Carolyn Mowlds - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx7 |
acm***********@m************.com |
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| Jeffrey Won - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx5 |
acc**********@m************.com |
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| James Coffin - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx6 |
acc**********@m************.com |
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| Brown Financial Services Group |
1930 Del Paso Rd STE 122, Sacramento, CA 95834 |
|
91692xxxx7 |
ame********@b*******.com |
1 |
1 |
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384 |
12 |
398 |
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| Randy M Herr - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2804 Gateway Oaks Dr Ste 190, Sacramento, CA 95833 |
|
51520xxxx0 |
asc******@a***.com |
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435 |
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| Endeavor Financial Planning |
555 University Ave #284, Sacramento, CA 95825 |
|
91633xxxx0 |
aja*@k**********.com |
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| Evans Financial Wealth Management and Insurance Services - Northwestern Mutual |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91664xxxx6 |
egb*************@n*.com |
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| Raymond James Financial Services |
3001 I St #230, Sacramento, CA 95816 |
|
91644xxxx4 |
aar************@r***********.com |
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17474 |
|
18000 |
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| Towerpoint Wealth |
500 Capitol Mall, Sacramento, CA 95814 |
|
91640xxxx0 |
ag@t***************.com |
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474 |
394 |
506 |
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| Wells Fargo Advisors |
400 Capitol Mall #1700, Sacramento, CA 95814 |
|
91644xxxx3 |
a-p*************@w*****************.com |
4 |
4 |
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188282 |
|
189000 |
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| Merrill Lynch Financial Advisor Andrew W Phillips |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx2 |
ale*********@m*.com |
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| MoneyWise With Marybeth Fiduciary Services |
1900 Point W Way STE 102, Sacramento, CA 95815 |
|
53090xxxx6 |
joh*@m**************.com |
5 |
9 |
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| The Strawn Wealth Consulting Group - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| Sean Murphy - Financial Advisor, Ameriprise Financial Services, LLC |
1451 River Park Dr #286, Sacramento, CA 95815 |
|
91666xxxx6 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Gage Demers |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ale*********@m*.com |
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| Fiduciary Management Tech Inc |
1 Capitol Mall #200, Sacramento, CA 95814 |
|
91693xxxx0 |
joh*******@e***.com |
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| Dawn Hartman Farrell - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx4 |
acc**********@m************.com |
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| Chess Financial Planning LLC |
422 1, 2 U St, Sacramento, CA 95818 |
|
20743xxxx2 |
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| Inspire Advisors |
818 University Ave, Sacramento, CA 95825 |
|
91648xxxx0 |
jev**********@i**************.com |
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120 |
|
130 |
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| Hansen & Associates Financial Group, Inc. |
8880 Cal Center Dr #195, Sacramento, CA 95826 |
|
91670xxxx4 |
bar**@h*******.com |
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110 |
3 |
108 |
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| Allworth Financial |
8775 Folsom Blvd #100, Sacramento, CA 95826 |
|
91648xxxx6 |
bil***********@a****************.com |
3.6 |
14 |
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5389 |
47 |
5500 |
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| American River Wealth Management |
3100 Zinfandel Dr # 255, Rancho Cordova, CA 95670 |
|
91636xxxx7 |
aub*******@a******************.com |
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258 |
3 |
260 |
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| Lucas Group Financial Planners |
1545 River Park Dr #401, Sacramento, CA 95815 |
|
91692xxxx0 |
abi****@l************.com |
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684 |
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| BluePrint Investments and Tax Planning |
333 University Ave Suite 200, Sacramento, CA 95825 |
|
20992xxxx7 |
cor*@b************.com |
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| Dillon Dougherty - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx9 |
acc**********@m************.com |
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| Buck Wealth Management, Inc. |
5207 Sunrise Blvd Ste 120, Fair Oaks, CA 95628 |
|
91657xxxx0 |
buc*@b*********.com |
5 |
1 |
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157 |
7 |
168 |
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| U.S. Bancorp Investments - Financial Advisors: Sacramento |
1851 Heritage Ln #250, Sacramento, CA 95815 |
|
91692xxxx5 |
aar************@u*****.com |
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|
345421 |
5414 |
348000 |
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| Merrill Lynch Financial Advisor Ryan Naake |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx7 |
ale*********@m*.com |
|
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| Bradley Mitchell - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx7 |
abc*******@u**.com |
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| Twin Rivers Wealth Management |
1783 Tribute Rd D, Sacramento, CA 95815 |
|
91654xxxx0 |
awr****@t********.com |
5 |
4 |
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| Thomas Qvistgaard - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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| Majerko Investment Management |
1435 River Park Dr # 502, Sacramento, CA 95815 |
|
91692xxxx6 |
inf*@m******.com |
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| Rita Gibson Insurance & Investment Services, Inc. |
601 University Ave #140, Sacramento, CA 95825 |
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91664xxxx0 |
rgi****@h**.com |
3 |
2 |
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| Edward Jones - Financial Advisor: Matt Yancey, CFP® |
1122 Corporate Way Suite 100, Sacramento, CA 95831 |
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91644xxxx0 |
acc**********@e**********.com |
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5 |
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9 |
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| Dominick Anton Financial Advisor at Twin Rivers Wealth Management |
1783 Tribute Rd D, Sacramento, CA 95815 |
|
91654xxxx5 |
abb**@c*******.com |
5 |
40 |
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9883 |
30 |
12000 |
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| DeCamilla Capital Management, LLC |
4101 J St Suite B, Sacramento, CA 95819 |
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91697xxxx0 |
joh*@d***************.com |
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| Vishal Patel - Morgan Stanley Financial Advisor |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx5 |
acm***********@m************.com |
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| Soesbe Financial |
5250 Elvas Ave, Sacramento, CA 95819 |
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91658xxxx0 |
car****@s**************.com |
5 |
1 |
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38 |
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| Yarnway Wealth Management |
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91624xxxx4 |
inf*@y************.com |
5 |
18 |
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| UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
80067xxxx3 |
abc*******@u**.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Lesa Johnson |
4080 Truxel Rd Suite 240, Sacramento, CA 95834 |
|
91641xxxx0 |
a.j*********@e**********.com |
3.4 |
5 |
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87449 |
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100000 |
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| Wayne Soloaga - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx1 |
acc**********@m************.com |
5 |
1 |
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| Capitol Wealth Management |
701 Fulton Ave, Sacramento, CA 95825 |
|
91692xxxx0 |
kel**@c********.com |
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| Cyril Shah - Raymond James |
641 Fulton Ave # 200, Sacramento, CA 95825 |
|
91671xxxx7 |
ale*********@r***********.com |
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17484 |
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18000 |
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| O'Brien Wealth Management |
641 Fulton Ave Ste 100, Sacramento, CA 95825 |
|
80055xxxx3 |
sob@o************.com |
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| Timothy F McDonald - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx5 |
acm***********@m************.com |
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| McLaughlin Wealth Advisor |
1817 Maryal Dr STE 200, Sacramento, CA 95864 |
|
91648xxxx6 |
kow***@**.firstallied |
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| Family Wealth Law Group, PC |
520 Capitol Mall #150, Sacramento, CA 95814 |
|
91652xxxx2 |
aly***@f*******************.com |
5 |
1 |
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| Williamson Financial Solutions |
1111 Howe Ave suite 530-a, Sacramento, CA 95825 |
|
91692xxxx0 |
lwi********@b*********.com |
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| Chamberlain Financial Planning & Wealth Management |
333 University Ave #200, Sacramento, CA 95825 |
|
91656xxxx0 |
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| School Benefit Services |
2009 V St #201, Sacramento, CA 95818 |
|
91639xxxx3 |
ask@s********************.com |
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| Dexter A Parulan - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx6 |
acc**********@m************.com |
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| Alex Garcia - Private Client Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
20920xxxx8 |
aab****@b************.com |
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40844 |
177 |
41000 |
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| Mosaic Wealth Solutions- Loel Heupel, Financial Planner |
301 University Ave #130, Sacramento, CA 95825 |
|
91633xxxx0 |
loe********@l**.com |
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| HoyleCohen Wealth Management, Sacramento |
1425 River Park Dr Suite 110, Sacramento, CA 95815 |
|
91658xxxx0 |
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| Allison Wealth Management |
1610 Arden Wy #299, Sacramento, CA 95815 |
|
91643xxxx3 |
ric************@s****************.com |
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| Matthew Morehead - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx9 |
abc*******@u**.com |
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| Causeway Strategic Financial Advisors |
2081 Arena Blvd # 270, Sacramento, CA 95834 |
|
53075xxxx7 |
bet**@c**********.com |
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| Merrill Lynch Financial Advisor Nick M Brown |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx7 |
ale*********@m*.com |
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| Sean M Langley - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx8 |
acc**********@m************.com |
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| Paul Cutter - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| Navion Financial Advisors |
400 Capitol Mall Ste 900, Sacramento, CA 95814 |
|
53029xxxx1 |
doe*@n*********.com |
5 |
1 |
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118 |
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| Nix Wealth Management |
1545 River Park Dr #203, Sacramento, CA 95815 |
|
91692xxxx9 |
joe**@n******************.com |
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| Wealth Management Associates Sacramento |
2600 E Bidwell St Suite #210, Folsom, CA 95630 |
|
91635xxxx4 |
and********@w*********.net |
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42 |
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| Katie Beres - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx6 |
acm***********@m************.com |
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| Brett Tank - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx3 |
abc*******@u**.com |
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| Mike Little, CPWA® - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx2 |
acc**********@m************.com |
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| Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC |
333 University Ave #200, Sacramento, CA 95825 |
|
91682xxxx1 |
dns*****@a***.com |
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| Zach Vail - Financial Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
bry*********@a***.com |
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35 |
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33 |
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| Robb Molnar - Wealth Financial Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
91620xxxx4 |
aab****@b************.com |
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40844 |
177 |
41000 |
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| Merrill Lynch Financial Advisor David Dale Milligan |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx1 |
ari*********@m*.com |
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| StratiCo LLC |
500 N St Suite 30, Sacramento, CA 95814 |
|
91654xxxx7 |
inf*@s*****.co |
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| Kimberly Friedman - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx2 |
acc**********@m************.com |
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| Archer Pointe Wealth Management |
333 University Ave Suite 200, Sacramento, CA 95825 |
|
91656xxxx0 |
inf*@a*************.com |
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| Lighthouse Strategic Advisors |
735 University Ave, Sacramento, CA 95825 |
|
91648xxxx0 |
bha****@l************.com |
5 |
1 |
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| Encompass Wealth Advisers |
100 Howe Ave #120s, Sacramento, CA 95825 |
|
91627xxxx9 |
chr**********@a***********.com |
5 |
22 |
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| Woodcreek Wealth Management |
1817 Maryal Dr # 200, Sacramento, CA 95864 |
|
91648xxxx0 |
abu****@1********.com |
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| McHarg & Associates Wealth Planning |
2277 Fair Oaks Blvd #425, Sacramento, CA 95825 |
|
91692xxxx2 |
cli***********@m***************.com |
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| North Star Financial Partners |
2180 Harvard St #410, Sacramento, CA 95815 |
|
91677xxxx0 |
lxx@n*************************.com |
4.5 |
2 |
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| Merrill Lynch Financial Advisor John H Matzoll |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx9 |
ann********@m*.com |
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| Edward Jones - Financial Advisor: Scott Z Matter, CFP® |
1355 Halyard Dr, Ste 140, W Sacramento, CA 95691 |
|
91637xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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|
87455 |
|
100000 |
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| Talon Wealth Management |
180 Promenade Cir #300, Sacramento, CA 95834 |
|
91654xxxx0 |
amy*****@t******.com |
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| Merrill Lynch Financial Advisor Jason M Pilcher |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ale*********@m*.com |
5 |
1 |
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| Northwestern Mutual Financial |
1540 River Park Dr # 114, Sacramento, CA 95815 |
|
91656xxxx0 |
abb*****@n*****************.com |
2 |
1 |
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|
107349 |
16225 |
108000 |
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| Generations Wealth Management - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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| SUTTER CAPITAL GROUP |
1111 H St, Sacramento, CA 95814 |
|
91648xxxx0 |
ali**********@s********.com |
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| Grant Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
91638xxxx6 |
ang**********@a***.com |
|
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|
435 |
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| OneDigital Retirement + Wealth |
1231 I St #301, Sacramento, CA 95814 |
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91647xxxx0 |
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| First Summit WM |
301 University Ave, Sacramento, CA 95825 |
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83374xxxx0 |
ara**********@f************.com |
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| Merrill Lynch Financial Advisor Yousaf Zamanudin |
555 Capitol Mall, Sacramento, CA 95814 |
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91620xxxx0 |
ari*********@m*.com |
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| Mariner Wealth Advisors |
601 University Ave, Sacramento, CA 95825 |
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91692xxxx7 |
aal*************@m********************.com |
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| Pacific Advisors, LLC |
20 Bicentennial Cir # 100, Sacramento, CA 95826 |
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95128xxxx3 |
axx****@g***********.com |
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| Peter J Scheid - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
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91656xxxx9 |
acc**********@m************.com |
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| Holmes Financial |
2020 Hurley Way Ste 225, Sacramento, CA 95825 |
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91669xxxx0 |
les@h********.com |
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| Merrill Lynch Financial Advisor Andrew M Cloninger |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx8 |
ale*********@m*.com |
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| Legacy Wealth Management |
555 Capitol Mall Ste 747, Sacramento, CA 95814 |
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91646xxxx1 |
joh*******@r*************.com |
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| Woodcreek Wealth Management |
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91648xxxx0 |
shi****@1********.com |
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| Carolyn M Young Fiduciary Services |
425 Fairgate Rd, Sacramento, CA 95825 |
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91644xxxx5 |
inf*@c************.com |
2.3 |
30 |
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| Wedbush Securities |
455 Capitol Mall # 150, Sacramento, CA 95814 |
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91632xxxx9 |
cli*******@w******.com |
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| William Kendall, CFP - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
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91664xxxx6 |
abc*******@u**.com |
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| Checklist Wealth Management Inc. |
2398 Fair Oaks Blvd #8, Sacramento, CA 95825 |
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91689xxxx6 |
joh******@c************************.com |
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| U.S. Bank - Private Wealth Advisor: Taylor Toledo |
621 Capitol Mall Suite 800, Sacramento, CA 95814 |
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91649xxxx5 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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| Edward Jones - Financial Advisor: Brian Casper, CFP® |
5676 Elvas Ave Suite 100, Sacramento, CA 95819 |
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91654xxxx7 |
a.j*********@e**********.com |
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| Merrill Lynch Financial Advisor Steven J Deelstra |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx9 |
ale*********@m*.com |
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| Boyd Wealth Management |
1375 Exposition Blvd #220, Sacramento, CA 95815 |
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91636xxxx2 |
boy********************@b**********.com |
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187 |
2 |
182 |
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| Golden Wealth Capital |
3626 Fair Oaks Blvd Suite 100, Sacramento, CA 95864 |
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91674xxxx3 |
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| Merrill Lynch Financial Advisor David Cloninger |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx8 |
ale*********@m*.com |
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| Sutley Wertzer Inc |
9700 Business Park Dr STE 204, Sacramento, CA 95827 |
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91643xxxx0 |
bry**@s************.com |
5 |
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99 |
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| Merrill Lynch Financial Advisor Lela S Bayley |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx2 |
ale*********@m*.com |
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| Archer Financial Services |
3301 Watt Ave # 300, Sacramento, CA 95821 |
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91648xxxx5 |
lre***@a**************.net |
5 |
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| Seo and Associates - Ameriprise Financial Services, LLC |
4600 Duckhorn Dr, Sacramento, CA 95834 |
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91655xxxx0 |
ale****************@a***.com |
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| Am Dhaliwal - BancWest Investment Services Financial Advisor |
Bank of the West Tower, 500 Capitol Mall, Sacramento, CA 95814 |
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91655xxxx2 |
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