| Sheby Financial Group |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56242xxxx0 |
inf*@s******.com |
3.5 |
2 |
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| Calvin Jacobs - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx7 |
acc**********@m************.com |
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| TSG Wealth Management - Long Beach |
6460 Pacific Coast Hwy Suite 223, Long Beach, CA 90803 |
|
56241xxxx0 |
all************@t****.com |
5 |
1 |
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229 |
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| RBC Wealth Management Branch - Long Beach |
3010 Old Ranch Pkwy #440, Seal Beach, CA 90740 |
|
56279xxxx2 |
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| Sandra Devich - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx6 |
acc**********@m************.com |
5 |
1 |
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| Jose Quintanilla - Financial Advisor, Ameriprise Financial Services, LLC |
2801 E Spring St Ste 255, Long Beach, CA 90806 |
|
31049xxxx3 |
can***********@a***.com |
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86 |
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| Latham Wealth Management |
5150 Pacific Coast Hwy # 200, Long Beach, CA 90804 |
|
56234xxxx0 |
ben******@l**.com |
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101 |
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105 |
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| Kensington Investment Counsel |
5580 2nd St #209, Long Beach, CA 90803 |
|
56298xxxx7 |
con****@k***********.com |
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| Crux Wealth Advisors, LLC |
3900 Kilroy Airport Way Suite 270, Long Beach, CA 90806 |
|
56258xxxx0 |
com***********@c*********.com |
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131 |
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153 |
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| Waider Financial & Insurance Services, Inc. |
3030 Old Ranch Pkwy # 375, Seal Beach, CA 90740 |
|
56298xxxx0 |
jan*@w********.com |
3 |
2 |
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| Pacific Coast Capital Management |
3780 Kilroy Airport Way Suite 310, Long Beach, CA 90806 |
|
56237xxxx0 |
dia******@p*************.com |
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| The Peninsula Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx1 |
acc**********@m************.com |
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| Angela Schlafke - Morgan Stanley Financial Advisor |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx7 |
acc**********@m************.com |
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| Raymond James |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx2 |
a.-************@r***********.com |
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17528 |
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18000 |
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| Andrew Bailey - RBC Wealth Management Financial Advisor |
6700 CA-1 Suite 280, Long Beach, CA 90803 |
|
56279xxxx8 |
dou********@r**.com |
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66 |
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65 |
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| Advisor Business Solutions |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 |
|
56243xxxx4 |
acr**@a***********************.com |
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| Randall Wealth Management Group |
3780 Kilroy Airport Way #200, Long Beach, CA 90806 |
|
56255xxxx7 |
ran*******************@w**********.com |
5 |
4 |
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| The Financial Architects |
5000 E Spring St #385, Long Beach, CA 90815 |
|
56236xxxx3 |
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5 |
9 |
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| Edward Jones - Financial Advisor: Greg Prough |
5855 E Naples Plaza # 100, Long Beach, CA 90803 |
|
56243xxxx1 |
a.j*********@e**********.com |
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90149 |
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104000 |
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| Genwealth 360 Inc |
3711 Long Beach Blvd #1018, Long Beach, CA 90807 |
|
85566xxxx8 |
adm**@g***********.com |
4.7 |
13 |
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444 |
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566 |
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| Jeff the Mortgage Expert |
5280 2nd St, Long Beach, CA 90803 |
|
88834xxxx3 |
bpi***********@m*******.com |
5 |
57 |
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| Jéan-Paul S. Afif - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx8 |
acc**********@m************.com |
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| WealthSpring |
5000 Airport Plaza Dr Suite 245, Long Beach, CA 90815 |
|
56249xxxx0 |
abo***@w*******************.com |
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| Edward Jones - Financial Advisor: Vincent Jacobs |
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806 |
|
56278xxxx4 |
a.j*********@e**********.com |
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135 |
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| Pence Wealth Management |
990 W 190th St Ste 500, Torrance, CA 90502 |
|
80073xxxx3 |
aay************@p**********.com |
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| Taylor Wealth Management |
3655 Torrance Blvd, Torrance, CA 90503 |
|
31054xxxx0 |
dou*@t***********.com |
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| Zahn & Zahn Estate Financial & Tax |
2209 N Lakewood Blvd, Long Beach, CA 90815 |
|
56259xxxx1 |
dav*******@c*******.com |
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| Halbert Hargrove Global Advisors |
111 W Ocean Blvd 23rd floor, Long Beach, CA 90802 |
|
88878xxxx0 |
abo*****@h**************.com |
4.5 |
15 |
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| Castillo Wealth Management |
12501 Seal Beach Blvd, Seal Beach, CA 90740 |
|
56249xxxx3 |
tom*********@l**.com |
5 |
1 |
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| BLUE CROWN FINANCIAL LLC |
3424 Hathaway Ave UNIT 115, Long Beach, CA 90815 |
|
94951xxxx8 |
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| Hicok Financial Solutions |
3217 E Carson St #383, Lakewood, CA 90712 |
|
62665xxxx0 |
dav**@h*************.com |
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| William Allan Investment Advisors |
100 Oceangate #1200, Long Beach, CA 90802 |
|
80067xxxx9 |
and***@w********.com |
5 |
7 |
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| CS Tomasi |
4601 E Anaheim St, Long Beach, CA 90804 |
|
56249xxxx8 |
bel**@c*******.com |
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| LDW Consulting Group |
444 W Ocean Blvd Suite 100, Long Beach, CA 90802 |
|
56230xxxx0 |
lwi*****@l****.com |
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| Scalco Financial |
207 E Broadway UNIT 201, Long Beach, CA 90802 |
|
56243xxxx0 |
|
5 |
11 |
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| The Shadden Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
80055xxxx8 |
acc**********@m************.com |
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| Prosperity Wealth Planning |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90822 |
|
87787xxxx0 |
car******@p***********************.com |
|
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143 |
|
151 |
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| Perry Wealth Management |
12501 Seal Beach Blvd Ste 255, Seal Beach, CA 90740 |
|
56249xxxx1 |
dav********@l**.com |
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| Crux Wealth Advisors, LLC |
3444 E Anaheim St, Long Beach, CA 90804 |
|
56273xxxx5 |
com***********@c*********.com |
|
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131 |
|
153 |
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| Paulson Investment Co Inc |
1 World Trade Center # 1850, Long Beach, CA 90831 |
|
|
aam**@p****************.com |
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| D.A. Davidson |
300 Oceangate #800, Long Beach, CA 90802 |
|
56243xxxx3 |
a.a@d*********.com |
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920 |
|
1200 |
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| Tortuga Wealth Management |
1957 W Carson St Ste 100, Torrance, CA 90501 |
|
31093xxxx5 |
ang***@t************.com |
|
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187 |
9 |
183 |
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| Steven Vant - Financial Advisor, Ameriprise Financial Services, LLC |
3711 Long Beach Blvd, Ste 1015, Long Beach, CA 90807 |
|
56272xxxx6 |
dns*****@a***.com |
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| Sage Real Estate |
2734 E Broadway STE 8, Long Beach, CA 90803 |
|
56240xxxx2 |
amb**@s**********.com |
5 |
130 |
|
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|
785 |
57 |
785 |
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| Edward Jones - Financial Advisor: Michael A Shafer, AAMS™ |
5150 Pacific Coast Hwy UNIT 330, Long Beach, CA 90804 |
|
56296xxxx4 |
a.j*********@e**********.com |
5 |
8 |
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61 |
5 |
63 |
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| MJ Peters Wealth Management |
11 Golden Shore Suite 370, Long Beach, CA 90802 |
|
56243xxxx8 |
cri*****@m*********.com |
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| Ross Wealth Management Group |
3711 Long Beach Blvd #719, Long Beach, CA 90807 |
|
56220xxxx5 |
eri*@e*********.com |
|
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|
402 |
2 |
400 |
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| Goldman Lancaster, Inc. |
301 E Ocean Blvd #1150, Long Beach, CA 90802 |
|
56243xxxx4 |
bra*@g***************.com |
5 |
1 |
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| Graystone Consulting - The Shadden Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx1 |
acc**********@m************.com |
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| Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx0 |
acc**********@m************.com |
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| Linden River Financial |
65 Pine Ave #119, Long Beach, CA 90802 |
|
88871xxxx6 |
|
1 |
1 |
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|
| RBC Wealth Management |
3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740 |
|
56279xxxx4 |
mar*********@r**.com |
|
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|
| Karen Codman, FSC Securities Corporation |
1165 E San Antonio Dr, Long Beach, CA 90807 |
|
56272xxxx0 |
and***@k**********.com |
5 |
1 |
|
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|
75 |
|
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|
| Platinum Wealth Advisors |
100 Oceangate 12th Floor, Long Beach, CA 90802 |
|
31022xxxx6 |
joh*@p*********************.com |
|
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|
| Ronald Rand - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx5 |
acc**********@m************.com |
|
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|
| Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
|
|
|
|
|
|
169 |
|
173 |
|
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| Wealth Management Financial Advisors |
3701 Long Beach Blvd #100, Long Beach, CA 90807 |
|
56242xxxx7 |
bab******@w*****************.com |
3.3 |
11 |
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2381 |
11 |
2300 |
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| Mountain-Bishop Private Wealth Management |
3738 Bayer Ave Ste 205, Long Beach, CA 90808 |
|
56243xxxx3 |
inf*@m****.com |
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77 |
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| Fidelity Investments |
12201 Seal Beach Blvd, Seal Beach, CA 90740 |
|
80054xxxx8 |
a61****@f*******.com |
4.5 |
17 |
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336758 |
|
362000 |
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| Latham Wealth Management |
5150 E Pacific Coast Hwy, Long Beach, CA 90804 |
|
56234xxxx0 |
chr*********@l**.com |
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98 |
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| The Maize Lasker Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx4 |
acc**********@m************.com |
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| The Wolfslau Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56279xxxx7 |
acc**********@m************.com |
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| Long Beach Financial Planner |
5150 Pacific Coast Hwy Suite 200, Long Beach, CA 90804 |
|
71465xxxx9 |
che********@g****.com |
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| Kelsey Esswein - Thrivent |
4010 Watson Plaza Dr # 270, Lakewood, CA 90712 |
|
56298xxxx8 |
adm**@d***********.com |
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| Pure Wealth Management, Inc. |
10900 183rd St, Cerritos, CA 90703 |
|
56286xxxx0 |
and*@p*****.com |
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76 |
23 |
74 |
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| Sean Bryant - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
kev*************@a***.com |
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| DWIGHT Wealth Management |
3780 Kilroy Airport Way #200, Long Beach, CA 90806 |
|
56225xxxx5 |
cf2*************************************@w*****************.com |
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| Wells Fargo Advisors |
6700 CA-1, Long Beach, CA 90803 |
|
56259xxxx9 |
&.m****@w*****************.com |
5 |
1 |
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186021 |
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186000 |
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| Travis Alexander - Raymond James |
3444 E Anaheim St, Long Beach, CA 90804 |
|
56273xxxx5 |
aar************@r***********.com |
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131 |
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| My Portfolio Guide, LLC |
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56279xxxx5 |
inf*@m***************.com |
5 |
1 |
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416 |
37 |
406 |
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| Randy Mc Andrew - Financial Advisor, Ameriprise Financial Services, LLC |
5881 Obispo Ave Ste 103, Long Beach, CA 90805 |
|
56292xxxx3 |
dns*****@a***.com |
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| CBM Wealth Management - UBS Financial Services Inc. |
3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740 |
|
56234xxxx6 |
abc*******@u**.com |
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| The Financial Alliance & Insurance Solutions |
5000 E Spring St #385, Long Beach, CA 90815 |
|
56236xxxx3 |
fo@y*******.com |
5 |
38 |
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| LPL Financial |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56242xxxx0 |
inf*@s******.com |
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| Guardian Strategic Wealth Designs |
One World Trade Center # 2340, Long Beach, CA 90831 |
|
84448xxxx0 |
joh*@g**********.com |
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| James J Mercier - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Nailah Khan, CRPC™ |
202 Argonne Ave suite a, Long Beach, CA 90803 |
|
56266xxxx1 |
a.j*********@e**********.com |
5 |
3 |
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90165 |
2 |
104000 |
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| Morgan Stanley Financial Advisors |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx0 |
acc**********@m************.com |
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| Prosperity Wealth Planning |
3780 Kilroy Airport Way, Long Beach, Ca 90822 |
|
87787xxxx0 |
car******@p***********************.com |
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130 |
|
137 |
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| Lederer & Associates Investment Counsel |
5305 2nd St #201, Long Beach, CA 90803 |
|
56243xxxx5 |
dar**@l*****************.com |
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| Byron Holmes - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
byr***********@a***.com |
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| Clay Northam Wealth Management |
6700 Pacific Coast Hwy Ste.100, Long Beach, CA 90803 |
|
56243xxxx8 |
bcl**@c**********.com |
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| U.S. Bank – Wealth Management Banker: Alex Sanchez |
555 E Ocean Blvd Ste 100, Long Beach, CA 90802 |
|
56221xxxx8 |
aar************@u*****.com |
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345417 |
5420 |
348000 |
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| Meinert Wealth Management LLC |
5000 E Spring St, Long Beach, CA 90815 |
|
56247xxxx7 |
joh*@m************.com |
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| Tax & Wealth Management, LLC |
4501 Cerritos Ave Ste 202, Cypress, CA 90630 |
|
71494xxxx4 |
je**@t******************.com |
5 |
44 |
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40 |
|
71 |
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| Principal Planning Service, Inc. Phillip Q Shrotman |
194 N Marina Dr #202, Long Beach, CA 90803 |
|
56259xxxx0 |
pqp******@e********.net |
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| Roger Park - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
dns*****@a***.com |
|
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169 |
|
177 |
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| Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
|
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169 |
|
173 |
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| The Fenn-Anstruther Group - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx0 |
acc**********@m************.com |
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| Bryson Financial |
3777 Long Beach Blvd, Long Beach, CA 90807 |
|
56243xxxx7 |
ala**@b**************.com |
4.3 |
6 |
|
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735 |
257 |
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| Edward Jones - Financial Advisor: Chris Arnaldo, CEPA®|CRPS™ |
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806 |
|
65730xxxx8 |
a.j*********@e**********.com |
|
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90149 |
6 |
104000 |
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| Brian Asher - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx2 |
acc**********@m************.com |
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| Tax Professionals, CPA |
1040 E Wardlow Rd, Long Beach, CA 90807 |
|
56242xxxx3 |
aar**@j****.com |
4.62 |
20 |
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15 |
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| Peters Investment Management |
4332 W Cerritos Ave # 102, Los Alamitos, CA 90720 |
|
71482xxxx0 |
|
5 |
1 |
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| George Cheng - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
ann***************@a***.com |
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17 |
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17 |
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| Brandon Vertullo - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
|
56298xxxx7 |
bra*************@a***.com |
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| MJF Financial |
13001 Seal Beach Blvd Ste#240, Seal Beach, CA 90740 |
|
56259xxxx0 |
mar**********@l**.com |
5 |
2 |
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| FCA Insurance Services Inc CA-License# OE86550 |
4132 Katella Ave UNIT 202, Los Alamitos, CA 90720 |
|
71423xxxx0 |
a.a**************@f***********.com |
4.5 |
8 |
|
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403 |
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| Barbara Fleming - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
|
56290xxxx8 |
acc**********@m************.com |
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| Dwight Wealth Management |
3780 Kilroy Airport Way, Long Beach, CA 90806 |
|
56225xxxx5 |
cf2*************************************@w*****************.com |
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| Bond Wealth Management |
5001 Airport Plaza Dr Ste 220, Long Beach, CA 90815 |
|
56228xxxx2 |
bor****@b************.com |
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| Stumpo Wealth Management Group |
3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740 |
|
56234xxxx9 |
abc*******@u**.com |
5 |
2 |
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| Stifel |
6700 CA-1 Suite 230, Long Beach, CA 90803 |
|
56248xxxx5 |
abb***@s*****.com |
1 |
2 |
|
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|
4772 |
|
5200 |
|
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| Financial Services & Wealth Management |
4182 N Viking Way suit 213, Long Beach, CA 90808 |
|
31072xxxx1 |
dns******@a*******.com |
|
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5 |
64 |
389 |
129 |
384 |
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5 |
64 |
| Meinert Wealth Management LLC |
5000 E Spring St #340, Long Beach, CA 90815 |
|
56247xxxx7 |
joh*@m************.com |
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| J B Wealth Management |
4712 E 2nd St, Long Beach, CA 90803 |
|
56243xxxx2 |
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|
| Williams Tax & Financial Services |
4474 W Cerritos Ave, Los Alamitos, CA 90720 |
|
56249xxxx3 |
inf*@w**********************.com |
4.8 |
23 |
|
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|
144 |
15 |
146 |
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|
| Charles Schwab |
2399 Seal Beach Blvd Ste 101, Seal Beach, CA 90740 |
|
56259xxxx2 |
asi***********************@s*****.com |
3.9 |
12 |
|
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|
| Financial Planning Department Inc |
301 Isthmus, Long Beach, CA 90803 |
|
56298xxxx6 |
ama***@f*****.net |
|
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| CLG Wealth Management |
4821 2nd St, Long Beach, CA 90803 |
|
31032xxxx0 |
ali**@c****.com |
|
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8 |
2 |
12 |
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| LA Wealth Management |
100 W Broadway Ste 3000, Long Beach, CA 90802 |
|
42445xxxx5 |
car*****@l*****************.com |
5 |
2 |
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| Patrick Lewis Investment Group |
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 |
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56230xxxx5 |
bri**@p*********.com |
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| John C. Fleishman - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
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56279xxxx0 |
acc**********@m************.com |
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| JC Financial Planning & Investments LLC |
445 Ultimo Ave, Long Beach, CA 90814 |
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56274xxxx1 |
ale***@j***********.net |
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| Madelynn Merrill - Morgan Stanley |
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806 |
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56290xxxx8 |
acc**********@m************.com |
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| Mancuso Wealth Management |
21515 Hawthorn Blvd Ste 200, Torrance, CA 90503 |
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70747xxxx6 |
and***@m********.com |
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| Northwestern Mutual |
100 W Broadway Ste 360, Long Beach, CA 90802 |
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56260xxxx0 |
ada*********@n*.com |
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| Joshua Goeppner - Financial Advisor, Ameriprise Financial Services, LLC |
3900 Kilroy Airport Way # 190, Long Beach, CA 90806 |
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56298xxxx7 |
dns*****@a***.com |
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