| Sheby Financial Group |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56242xxxx0 |
inf*@s******.com |
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Calvin Jacobs - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TSG Wealth Management - Long Beach |
6460 Pacific Coast Hwy Suite 223, Long Beach, CA 90803 |
|
56241xxxx0 |
all************@t****.com |
5 |
1 |
|
|
|
|
229 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - Long Beach |
3010 Old Ranch Pkwy #440, Seal Beach, CA 90740 |
|
56279xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sandra Devich - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx6 |
acc**********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jose Quintanilla - Financial Advisor, Ameriprise Financial Services, LLC |
2801 E Spring St Ste 255, Long Beach, CA 90806 |
|
31049xxxx3 |
can***********@a***.com |
|
|
|
|
|
|
|
|
89 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Latham Wealth Management |
5150 Pacific Coast Hwy # 200, Long Beach, CA 90804 |
|
56234xxxx0 |
chr*********@l**.com |
|
|
|
|
|
|
101 |
|
105 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kensington Investment Counsel |
5580 2nd St #209, Long Beach, CA 90803 |
|
56298xxxx7 |
con****@k***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Crux Wealth Advisors, LLC |
3900 Kilroy Airport Way Suite 270, Long Beach, CA 90806 |
|
56258xxxx0 |
gui**@c*****************.com |
|
|
|
|
|
|
|
|
131 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Waider Financial & Insurance Services, Inc. |
3030 Old Ranch Pkwy # 375, Seal Beach, CA 90740 |
|
56298xxxx0 |
jan*@w********.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Coast Capital Management |
3780 Kilroy Airport Way Suite 310, Long Beach, CA 90806 |
|
56237xxxx0 |
dia******@p*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Peninsula Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Angela Schlafke - Morgan Stanley Financial Advisor |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx2 |
a.-************@r***********.com |
|
|
|
|
|
|
17482 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andrew Bailey - RBC Wealth Management Financial Advisor |
6700 CA-1 Suite 280, Long Beach, CA 90803 |
|
56279xxxx8 |
dou********@r**.com |
|
|
|
|
|
|
66 |
|
66 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advisor Business Solutions |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 |
|
56243xxxx4 |
acr**@a***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Randall Wealth Management Group |
3780 Kilroy Airport Way #200, Long Beach, CA 90806 |
|
56255xxxx7 |
ran*******************@w**********.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Financial Architects |
5000 E Spring St #385, Long Beach, CA 90815 |
|
56236xxxx3 |
|
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Greg Prough |
5855 E Naples Plaza # 100, Long Beach, CA 90803 |
|
56243xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
87473 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genwealth 360 Inc |
3711 Long Beach Blvd #1018, Long Beach, CA 90807 |
|
85566xxxx8 |
inf*@g***********.com |
4.7 |
15 |
|
|
|
|
121 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeff the Mortgage Expert |
5280 2nd St, Long Beach, CA 90803 |
|
88834xxxx3 |
bpi***********@m*******.com |
5 |
51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jéan-Paul S. Afif - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthSpring |
5000 Airport Plaza Dr Suite 245, Long Beach, CA 90815 |
|
56249xxxx0 |
abo***@w*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Vincent Jacobs |
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806 |
|
56278xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
|
|
135 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pence Wealth Management |
990 W 190th St Ste 500, Torrance, CA 90502 |
|
80073xxxx3 |
aay************@p**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Taylor Wealth Management |
3655 Torrance Blvd, Torrance, CA 90503 |
|
31054xxxx0 |
dou*@t***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Zahn & Zahn Estate Financial & Tax |
2209 N Lakewood Blvd, Long Beach, CA 90815 |
|
56259xxxx1 |
dav*******@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Halbert Hargrove Global Advisors |
111 W Ocean Blvd 23rd floor, Long Beach, CA 90802 |
|
88878xxxx0 |
abo*****@h**************.com |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Castillo Wealth Management |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56249xxxx3 |
tom*********@l**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BLUE CROWN FINANCIAL LLC |
3424 Hathaway Ave UNIT 115, Long Beach, CA 90815 |
|
94951xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hicok Financial Solutions |
3217 E Carson St #383, Lakewood, CA 90712 |
|
62665xxxx0 |
dav**@h*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Allan Investment Advisors |
100 Oceangate #1200, Long Beach, CA 90802 |
|
80067xxxx9 |
and***@w********.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CS Tomasi |
4601 E Anaheim St, Long Beach, CA 90804 |
|
56249xxxx8 |
bel**@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LDW Consulting Group |
444 W Ocean Blvd Suite 100, Long Beach, CA 90802 |
|
56230xxxx0 |
lwi*****@l****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scalco Financial |
207 E Broadway UNIT 201, Long Beach, CA 90802 |
|
56243xxxx0 |
joh*@s**************.com |
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Shadden Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
80055xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prosperity Wealth Planning |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90822 |
|
87787xxxx0 |
car******@p***********************.com |
5 |
1 |
|
|
|
|
130 |
|
137 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Perry Wealth Management |
12501 Seal Beach Blvd Ste 255, Seal Beach, CA 90740 |
|
56249xxxx1 |
dav********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Crux Wealth Advisors, LLC |
3444 E Anaheim St, Long Beach, CA 90804 |
|
56273xxxx5 |
gui**@c*****************.com |
|
|
|
|
|
|
|
|
131 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paulson Investment Co Inc |
1 World Trade Center # 1850, Long Beach, CA 90831 |
|
|
aam**@p****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| D.A. Davidson |
300 Oceangate #800, Long Beach, CA 90802 |
|
56243xxxx3 |
a.a@d*********.com |
|
|
|
|
|
|
920 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tortuga Wealth Management |
1957 W Carson St Ste 100, Torrance, CA 90501 |
|
31093xxxx5 |
ang***@t************.com |
|
|
|
|
|
|
187 |
9 |
183 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steven Vant - Financial Advisor, Ameriprise Financial Services, LLC |
3711 Long Beach Blvd, Ste 1015, Long Beach, CA 90807 |
|
56272xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sage Real Estate |
2734 E Broadway STE 8, Long Beach, CA 90803 |
|
56240xxxx2 |
amb**@s**********.com |
5 |
112 |
|
|
|
|
443 |
30 |
713 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Michael A Shafer, AAMS™ |
5150 Pacific Coast Hwy UNIT 330, Long Beach, CA 90804 |
|
56296xxxx4 |
a.j*********@e**********.com |
5 |
7 |
|
|
|
|
61 |
5 |
63 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MJ Peters Wealth Management |
11 Golden Shore Suite 370, Long Beach, CA 90802 |
|
56243xxxx8 |
cri*****@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ross Wealth Management Group |
3711 Long Beach Blvd #719, Long Beach, CA 90807 |
|
56220xxxx5 |
eri*@e*********.com |
|
|
|
|
|
|
402 |
2 |
400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Goldman Lancaster, Inc. |
301 E Ocean Blvd #1150, Long Beach, CA 90802 |
|
56243xxxx4 |
bra*@g***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Graystone Consulting - The Shadden Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Linden River Financial |
65 Pine Ave #119, Long Beach, CA 90802 |
|
88871xxxx6 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx4 |
mar*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Karen Codman, FSC Securities Corporation |
1165 E San Antonio Dr, Long Beach, CA 90807 |
|
56272xxxx0 |
inf*@k**********.com |
5 |
1 |
|
|
|
|
|
|
75 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Platinum Wealth Advisors |
100 Oceangate 12th Floor, Long Beach, CA 90802 |
|
31022xxxx6 |
joh*@p*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ronald Rand - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx5 |
int**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
|
|
|
|
|
|
161 |
|
165 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Financial Advisors |
3701 Long Beach Blvd #100, Long Beach, CA 90807 |
|
56242xxxx7 |
bab******@w*****************.com |
3.3 |
11 |
|
|
|
|
582752 |
11 |
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mountain-Bishop Private Wealth Management |
3738 Bayer Ave Ste 205, Long Beach, CA 90808 |
|
56243xxxx3 |
inf*@m****.com |
|
|
|
|
|
|
|
|
77 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
12201 Seal Beach Blvd, Seal Beach, CA 90740 |
|
80054xxxx8 |
a61****@f*******.com |
4.5 |
17 |
|
|
|
|
329214 |
|
353000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Latham Wealth Management |
5150 E Pacific Coast Hwy, Long Beach, CA 90804 |
|
56234xxxx0 |
chr*********@l**.com |
|
|
|
|
|
|
98 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
5 |
| Linda A. Walker, CFP |
1 World Trade Center, Long Beach, CA 90831 |
|
56298xxxx9 |
lin**@l*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Maize Lasker Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Wolfslau Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56279xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Long Beach Financial Planner |
5150 Pacific Coast Hwy Suite 200, Long Beach, CA 90804 |
|
71465xxxx9 |
che********@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kelsey Esswein - Thrivent |
4010 Watson Plaza Dr # 270, Lakewood, CA 90712 |
|
56298xxxx8 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pure Wealth Management, Inc. |
10900 183rd St, Cerritos, CA 90703 |
|
56286xxxx0 |
jas**@p*****.com |
|
|
|
|
|
|
76 |
23 |
74 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sean Bryant - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
sea********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DWIGHT Wealth Management |
3780 Kilroy Airport Way #200, Long Beach, CA 90806 |
|
56225xxxx5 |
cf2*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
6700 CA-1, Long Beach, CA 90803 |
|
56259xxxx9 |
&.m****@w*****************.com |
5 |
1 |
|
|
|
|
188260 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Travis Alexander - Raymond James |
3444 E Anaheim St, Long Beach, CA 90804 |
|
56273xxxx5 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
131 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| My Portfolio Guide, LLC |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56279xxxx5 |
inf*@m***************.com |
5 |
1 |
|
|
|
|
417 |
37 |
409 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Randy Mc Andrew - Financial Advisor, Ameriprise Financial Services, LLC |
5881 Obispo Ave Ste 103, Long Beach, CA 90805 |
|
56292xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CBM Wealth Management - UBS Financial Services Inc. |
3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56234xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Financial Alliance & Insurance Solutions |
5000 E Spring St #385, Long Beach, CA 90815 |
|
56236xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LPL Financial |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56242xxxx0 |
inf*@s******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Guardian Strategic Wealth Designs |
One World Trade Center # 2340, Long Beach, CA 90831 |
|
84448xxxx0 |
joh*@g**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James J Mercier - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Nailah Khan, CRPC™ |
202 Argonne Ave suite a, Long Beach, CA 90803 |
|
56278xxxx7 |
acc**********@e**********.com |
5 |
1 |
|
|
|
|
231 |
2 |
243 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prosperity Wealth Planning |
3780 Kilroy Airport Way, Long Beach, Ca 90822 |
|
87787xxxx0 |
car******@p***********************.com |
|
|
|
|
|
|
130 |
|
137 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lederer & Associates Investment Counsel |
5305 2nd St #201, Long Beach, CA 90803 |
|
56243xxxx5 |
dar**@l*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Byron Holmes - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
byr***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clay Northam Wealth Management |
6700 Pacific Coast Hwy Ste.100, Long Beach, CA 90803 |
|
56243xxxx8 |
bcl**@c**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Alex Sanchez |
555 E Ocean Blvd Ste 100, Long Beach, CA 90802 |
|
56221xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345417 |
5420 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meinert Wealth Management LLC |
5000 E Spring St, Long Beach, CA 90815 |
|
56247xxxx7 |
joh*@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tax & Wealth Management, LLC |
4501 Cerritos Ave Ste 202, Cypress, CA 90630 |
|
71494xxxx4 |
je**@t******************.com |
5 |
44 |
|
|
|
|
40 |
|
71 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Principal Planning Service, Inc. Phillip Q Shrotman |
194 N Marina Dr #202, Long Beach, CA 90803 |
|
56259xxxx0 |
pqp******@e********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Roger Park - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
159 |
|
167 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
|
|
|
|
|
|
161 |
|
165 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Fenn-Anstruther Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bryson Financial |
3777 Long Beach Blvd, Long Beach, CA 90807 |
|
56243xxxx7 |
ala**@b**************.com |
5 |
7 |
|
|
|
|
735 |
257 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Chris Arnaldo, CEPA®|CRPS™ |
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806 |
|
71490xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
313 |
6 |
326 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brian Asher - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tax Professionals, CPA |
1040 E Wardlow Rd, Long Beach, CA 90807 |
|
56242xxxx3 |
inf*@t*******.com |
4.8 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peters Investment Management |
4332 W Cerritos Ave # 102, Los Alamitos, CA 90720 |
|
71482xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| George Cheng - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
ann***************@a***.com |
|
|
|
|
|
|
18 |
|
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brandon Vertullo - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MJF Financial |
13001 Seal Beach Blvd Ste#240, Seal Beach, CA 90740 |
|
56259xxxx0 |
mar**********@l**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| FCA Insurance Services Inc CA-License# OE86550 |
4132 Katella Ave UNIT 202, Los Alamitos, CA 90720 |
|
71423xxxx0 |
a.a**************@f***********.com |
4.5 |
8 |
|
|
|
|
|
|
407 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Barbara Fleming - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dwight Wealth Management |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx5 |
cf2*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bond Wealth Management |
5001 Airport Plaza Dr Ste 220, Long Beach, CA 90815 |
|
56228xxxx2 |
eri*@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stumpo Wealth Management Group |
3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56234xxxx9 |
abc*******@u**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stifel |
6700 CA-1 Suite 230, Long Beach, CA 90803 |
|
56248xxxx5 |
abb****@s*****.com |
1 |
2 |
|
|
|
|
4772 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Services & Wealth Management |
4182 N Viking Way suit 213, Long Beach, CA 90808 |
|
31072xxxx1 |
dns******@a*******.com |
|
|
|
|
5 |
64 |
389 |
129 |
384 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
64 |
| Meinert Wealth Management LLC |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56247xxxx7 |
joh*@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J B Wealth Management |
4712 E 2nd St, Long Beach, CA 90803 |
|
56243xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Williams Tax & Financial Services |
4474 W Cerritos Ave, Los Alamitos, CA 90720 |
|
56249xxxx3 |
inf*@w**********************.com |
4.8 |
23 |
|
|
5 |
11 |
144 |
15 |
146 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
2399 Seal Beach Blvd Ste 101, Seal Beach, CA 90740 |
|
56259xxxx2 |
asi***********************@s*****.com |
4 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Planning Department Inc |
301 Isthmus, Long Beach, CA 90803 |
|
56298xxxx6 |
ama***@f*****.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CLG Wealth Management |
4821 2nd St, Long Beach, CA 90803 |
|
31032xxxx0 |
ali**@c****.com |
|
|
|
|
|
|
5 |
2 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LA Wealth Management |
100 W Broadway Ste 3000, Long Beach, CA 90802 |
|
42445xxxx5 |
lau***@l*****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Patrick Lewis Investment Group |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 |
|
56230xxxx5 |
bri**@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John C. Fleishman - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56279xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JC Financial Planning & Investments LLC |
445 Ultimo Ave, Long Beach, CA 90814 |
|
56274xxxx1 |
ale***@j***********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Madelynn Merrill - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mancuso Wealth Management |
21515 Hawthorn Blvd Ste 200, Torrance, CA 90503 |
|
70747xxxx6 |
and***@m********.com |
|
|
|
|
|
|
|
|
125 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual |
100 W Broadway Ste 360, Long Beach, CA 90802 |
|
56260xxxx0 |
ade********@n*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joshua Goeppner - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
