| U.S. Bank - Private Wealth Advisor: Matt Grossbard |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94953xxxx6 |
aar************@u*****.com |
|
|
|
|
|
|
345746 |
5922 |
349000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DJM Financial Wealth Management & Insurance Services |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx0 |
all*********@n*.com |
|
|
|
|
|
|
112 |
|
120 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jorey Bernstein Private Wealth Management |
660 Newport Center Dr Suite 470, Newport Beach, CA 92660 |
|
31096xxxx9 |
jor**@b*****************************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Voorhees Wealth Management Group |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94925xxxx5 |
dya**@s*****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advanced Planning Wealth Management Group |
4770 Campus Dr Ste 210, Newport Beach, CA 92660 |
|
94950xxxx0 |
ada*@t*********.org |
4.7 |
15 |
|
|
|
|
53 |
9 |
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mile Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94944xxxx0 |
inf*@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Luminate Wealth Management and Insurance Services |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx7 |
alb************@n*.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Risk Management Advisors, Inc. |
2040 Main St #450, Irvine, CA 92614 |
|
56247xxxx6 |
acc**********@r**************.com |
|
|
|
|
|
|
165 |
|
214 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlas Wealth Management Group, LLC |
2372 Morse Ave Ste 100, Irvine, CA 92614 |
|
88847xxxx5 |
inf*@a*******.com |
|
|
|
|
|
|
|
|
35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Solutions, Llc |
4000 Macarthur Blvd Ste 600, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
|
|
|
|
|
|
58 |
4 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Confluence Wealth Management Group - Ameriprise Financial Services, LLC |
780 Roosevelt Ste 214, Irvine, CA 92620 |
|
90939xxxx9 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| marrick wealth |
2211 Michelson Dr #545, Irvine, CA 92612 |
|
94925xxxx0 |
adv*****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sagemark Consulting |
18400 Von Karman Ave STE 400, Irvine, CA 92612 |
|
94947xxxx3 |
jac***********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Western Capital Advisors - Ameriprise Financial Services, LLC |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94933xxxx7 |
mic***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daniel Acevedo - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94934xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Commonwealth Financial Network |
20 Corporate Park #150, Irvine, CA 92606 |
|
94933xxxx0 |
|
1.8 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Yvan Cao - Raymond James |
4675 MacArthur Ct, Newport Beach, CA 92660 |
|
94957xxxx2 |
joh******@y******************.com |
5 |
6 |
|
|
|
|
198 |
5 |
204 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Spectrum Wealth Management Llc |
9911 Irvine Center Dr STE 100, Irvine, CA 92618 |
|
94959xxxx1 |
ben@s********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jerris Wealth Management Group |
5 Corporate Park #270, Irvine, CA 92606 |
|
94986xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Travis Combe - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx5 |
dan***********@a***.com |
|
|
|
|
|
|
68 |
|
65 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cardinal Point Wealth Management, LLC |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94991xxxx4 |
bra*****@c******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Compak Asset Management |
1801 Dove St, Newport Beach, CA 92660 |
|
80038xxxx0 |
bhu****@c*****.com |
3.6 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Val Chris Investments |
2601 Main St #400, Irvine, CA 92614 |
|
94925xxxx0 |
ann****@v********.com |
4.7 |
187 |
|
|
|
|
384 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pure Financial Advisors, LLC |
2020 Main St #690, Irvine, CA 92614 |
|
94977xxxx0 |
aar********@p************.com |
4.833 |
33 |
|
|
|
|
1798 |
|
1700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Wealth Management |
19600 Fairchild, Irvine, CA 92612 |
|
80043xxxx0 |
smc*****@w********.com |
|
|
|
|
5 |
32 |
341 |
|
340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tempus Wealth Planning |
100 Spectrum Center Dr Suite 1070, Irvine, CA 92618 |
|
94939xxxx5 |
cca****@t*******.com |
|
|
|
|
|
|
108 |
|
108 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jordan Leonard - TIAA Wealth Management Advisor |
19200 Von Karman Ave 4th floor, Irvine, CA 92612 |
|
87720xxxx0 |
acc**********@t***.org |
|
|
|
|
|
|
90946 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Emerald Wealth Management, Inc. |
5000 Birch St suite 3000, Newport Beach, CA 92660 |
|
71433xxxx4 |
bac*******@e**********************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Tim Henderson |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94986xxxx1 |
aar************@u*****.com |
|
|
|
|
|
|
345307 |
5823 |
347000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Benefit Financial Services Group (BFSG, LLC) |
2040 Main St # 720, Irvine, CA 92614 |
|
88872xxxx8 |
adm**@b***.com |
5 |
1 |
|
|
|
|
31 |
|
41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brezden Wealth Advisors |
18400 Von Karman Ave STE 400, Irvine, CA 92612 |
|
94947xxxx7 |
inf*@b********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TSG Wealth Management |
18800 Von Karman Ave Ste B, Irvine, CA 92612 |
|
94950xxxx0 |
dmi************@t****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Certus Wealth Advisors |
2040 Main St #175, Irvine, CA 92614 |
|
94986xxxx3 |
cl**@c*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clarity Wealth Management |
16440 Bake Pkwy #100, Irvine, CA 92618 |
|
94957xxxx3 |
ant***************@c************.net |
5 |
2 |
|
|
|
|
150 |
|
180 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Anchor Wealth Management, LLC |
9891 Irvine Center Dr # 170, Irvine, CA 92618 |
|
94998xxxx2 |
hos*******@1****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Liang & Quinley Wealth Management |
7700 Irvine Center Dr #540, Irvine, CA 92618 |
|
94974xxxx8 |
chr**********@l**.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hexeum Capital | Financial Advisors, Wealth Management, Insurance Services |
5000 Birch St W uite 3000, Newport Beach, CA |
|
32338xxxx2 |
inf*@h************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kairos Investment Management Co LLC |
18101 Von Karman Ave #1100, Irvine, CA 92612 |
|
94970xxxx8 |
a@k***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthWise Financial Services |
9070 Irvine Center Dr Ste 230, Irvine, CA 92618 |
|
94974xxxx7 |
ali****@w******************.com |
5 |
2 |
|
|
|
|
322 |
|
340 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Golden State Wealth Management |
201 Sandpointe Ave #460, Santa Ana, CA 92707 |
|
86627xxxx3 |
aha****@f****.com |
4.2 |
5 |
|
|
|
|
54 |
|
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ying Wang - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plz Ste 1100, Irvine, CA 92614 |
|
94966xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Alice Hsu |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94986xxxx9 |
aar************@u*****.com |
|
|
|
|
|
|
345336 |
5428 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors Financial Network, Irvine Spectrum |
300 Spectrum Center Dr, Irvine, CA 92618 |
|
87790xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stifel Linas Flood Wealth Advisory Group |
400 Spectrum Center Dr Suite 2000, Irvine, CA 92618 |
|
94927xxxx0 |
jam******@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| EP Wealth Advisors |
18301 Von Karman Ave #1050, Irvine, CA 92612 |
|
94926xxxx0 |
ab@e*******.com |
5 |
1 |
|
|
|
|
1162 |
28 |
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chamberlain Group |
2050 Main St # 950, Irvine, CA 92614 |
|
94955xxxx3 |
aah********@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vatreni |
2211 Michelson Dr, Irvine, CA 92612 |
|
94963xxxx0 |
dke****@v******.com |
4.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Precision Wealth |
9890 Research Dr # 200, Irvine, CA 92618 |
|
94920xxxx0 |
cco******@p**************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Zjamahl Fain |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94986xxxx4 |
aar************@u*****.com |
|
|
|
|
|
|
345746 |
5922 |
349000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Insight Wealth Strategies, Lp |
100 Pacifica, Irvine, CA 92618 |
|
94945xxxx1 |
gro*@i**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joshua Buttrey - Northwestern Mutual |
18575 Jamboree Rd #200, Irvine, CA 92612 |
|
94986xxxx0 |
adm*******@c*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| OWL Wealth Management - Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94986xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Wealth Management |
19600 Fairchild Rd #140, Irvine, CA 92612 |
|
80043xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
400 Spectrum Center Dr Suite 2160, Irvine, CA 92618 |
|
94926xxxx0 |
a-w***************@w*****************.com |
|
|
|
|
|
|
188268 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Provence Wealth Management Group |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94922xxxx0 |
all**@p***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jason Shirk - Financial Advisor, Ameriprise Financial Services, LLC |
2020 Main St Ste 250, Irvine, CA 92614 |
|
94966xxxx8 |
jas**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlas Private Wealth Advisors |
18100 Von Karman Ave #850, Irvine, CA 92612 |
|
94924xxxx8 |
inf*@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hamy Sharifi - Private Client Advisor |
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660 |
|
94979xxxx3 |
aab****@b************.com |
|
|
|
|
|
|
40846 |
177 |
41000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jason Jiang, CEPA®|AAMS™|CRPC™|CRPS™ |
18200 Von Karman Ave Suite 560, Irvine, CA 92612 |
|
94975xxxx3 |
a.j*********@e**********.com |
5 |
3 |
|
|
|
|
90393 |
|
104000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JJ Meis - Bank of the West Wealth Management Advisor |
18022 Culver Dr, Irvine, CA 92612 |
|
94930xxxx4 |
aab****@b************.com |
|
|
|
|
|
|
98485 |
1600 |
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Infinite Wealth Financial & Insurance Services |
2020 Main St 10th Floor, Irvine, CA 92614 |
|
94979xxxx4 |
aag***@f*.newyorklife |
5 |
1 |
|
|
|
|
1191 |
151 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alston International |
2323 Main St, Irvine, CA 92614 |
|
94988xxxx9 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stratos CA |
2040 Main St, Irvine, CA 92614 |
|
94940xxxx3 |
ed4*****************************@s*****.wixpress |
5 |
1 |
|
|
|
|
128 |
|
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Spectrum Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94980xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peggy Reid, MBA, CFS - Cetera |
17500 Red Hill Ave #230, Irvine, CA 92614 |
|
|
peg*******@c*************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tina Chou - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Haley S Behm |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94959xxxx1 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Apriem Advisors |
19200 Von Karman Ave #1050, Irvine, CA 92612 |
|
94925xxxx8 |
and***@a*****.com |
5 |
2 |
|
|
|
|
284 |
37 |
314 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Walden Wealth Management, LLC |
2082 Michelson Dr Ste 103, Irvine, CA 92612 |
|
94982xxxx7 |
arl***@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Purus Wealth Management |
4675 MacArthur Ct # 770, Newport Beach, CA 92660 |
|
94935xxxx0 |
inf*@p******.com |
|
|
|
|
|
|
121 |
14 |
124 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Irvine Advisors LLC |
9940 Research Dr # 200, Irvine, CA 92618 |
|
94982xxxx0 |
ash*****@e************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Odyssey Wealth Design |
18400 Von Karman Ave Suite 550, Irvine, CA 92612 |
|
94947xxxx2 |
ana******@l**.com |
|
|
|
|
|
|
137 |
4 |
138 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grace Wealth Management Group, Inc. |
19782 MacArthur Blvd #320, Irvine, CA 92612 |
|
94963xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Strategies |
2050 Main St #520, Irvine, CA 92614 |
|
94983xxxx2 |
acg********@w********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eric Gallinger - Stratos Wealth Partners |
2040 Main St #175, Irvine, CA 92614 |
|
94940xxxx9 |
ega*******@s********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kottmeier Wealth Management Group - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx7 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - Irvine |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
21324xxxx6 |
ada************@n*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Luminate Wealth Management And Insurance Services |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94962xxxx7 |
ang**************@n*.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peter Christenson - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94997xxxx4 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
54 |
|
56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Teams Solutions |
15520 Rockfield Blvd, Irvine, CA 92618 |
|
87728xxxx8 |
aar**@w***********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PNC Private Bank |
2020 Main St # 950, Irvine, CA 92614 |
|
88876xxxx6 |
aar******@p**.com |
5 |
1 |
|
|
|
|
351712 |
9156 |
354000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2600 Michelson Dr # 1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Magnum Wealth Management |
9070 Irvine Center Dr Suite 100, Irvine, CA 92618 |
|
94988xxxx0 |
der**@m*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Providence Wealth Management Group - Ameriprise Financial Services, LLC |
2600 Michelson Dr #1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mariner |
5000 Birch St W uite 367, Newport Beach, CA 92660 |
|
85734xxxx8 |
aar********@m********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beyond Wealth Management, LLC |
15615 Alton Pkwy # 100, Irvine, CA 92618 |
|
94965xxxx9 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kinkead Wealth Management |
8001 Irvine Center Dr, Irvine, CA 92618 |
|
94933xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sullivan Wealth Management Group |
895 Dove St #300, Newport Beach, CA 92660 |
|
85547xxxx2 |
bra**********@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Strategies - Wealth Management Group |
6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707 |
|
71436xxxx4 |
aha****@f****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| C3 Private Wealth Advisors - Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx0 |
c3p********************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Modern Wealth Law |
2600 Michelson Dr Suite 950, Irvine, CA 92612 |
|
94937xxxx3 |
atr**@m**************.com |
5 |
82 |
|
|
|
|
330 |
3 |
330 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Foundation Advisors |
18101 Von Karman Ave #700, Irvine, CA 92612 |
|
94947xxxx0 |
ada*@f*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - Brett Bissell |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx6 |
web******@n*****************.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond Wesley Wealth Management |
4 Venture, Irvine, CA 92618 |
|
94955xxxx0 |
gra*********@r************.com |
|
|
|
|
|
|
16 |
2 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bridge Financial Management |
4343 Von Karman Ave Suite 250, Newport Beach, CA 92660 |
|
94922xxxx2 |
dpi******@m**************.com |
|
|
|
|
|
|
346921 |
6249 |
349000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
5 Park Plaza, Irvine, CA 92614 |
|
94975xxxx3 |
ant***********@w*****************.com |
5 |
1 |
|
|
|
|
188908 |
|
190000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Bryan Peterson |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx1 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Provence Wealth Management Group |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx0 |
all**@p***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Caps Management |
2081 Business Center Dr # 140, Irvine, CA 92612 |
|
94947xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| T&T Capital Management |
2211 Michelson Dr, Irvine, CA 92612 |
|
80588xxxx0 |
cam**********@t***************.com |
4 |
1 |
|
|
|
|
|
|
208 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cooke Wealth Management, LLC |
18881 Von Karman Ave Suite 1420, Irvine, CA 92612 |
|
94972xxxx0 |
bar****@c******.com |
5 |
2 |
|
|
|
|
112 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tunney Wealth Management - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MST Financial Wealth Management - Northwestern Mutual |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94986xxxx3 |
ash******************@n*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paulson Investment Co Inc |
2600 Michelson Dr suite 1700, Irvine, CA 92612 |
|
94985xxxx1 |
aca********@p****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Spinnaker Investment Group, LLC |
4100 MacArthur Blvd STE 120, Newport Beach, CA 92660 |
|
94939xxxx0 |
and***@s**********.com |
4.2 |
5 |
|
|
|
|
620 |
71 |
645 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trilogy Financial Services |
2601 Main St STE 100, Irvine, CA 92614 |
|
94922xxxx5 |
aar**********@t********.com |
3 |
2 |
|
|
|
|
4129 |
|
4100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Irvine, CA Branch Office - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Adrian Zuloaga - Morgan Stanley Financial Advisor |
1901 Main St Ste 700, Irvine, CA 92614 |
|
94980xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hexeum Capital | Financial Advisors, Wealth Management, Insurance Services |
5000 Birch St tower suite 3000, Newport Beach, CA 92660 |
|
32338xxxx2 |
d_4****@y****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Maven Group Investment Strategies - Irvine HQ |
530 Technology Dr Suite 100, Irvine, CA 92618 |
|
94956xxxx9 |
han***@m**********.com |
5 |
16 |
|
|
|
|
151 |
|
168 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Becker Wealth Management LLC |
19800 MacArthur Blvd #300, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| True Legacy Wealth Management, LLC |
15520 Rockfield Blvd Ste. G, Irvine, CA 92618 |
|
94943xxxx7 |
18f*************************************@w*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
4500 Barranca Pkwy, Irvine, CA 92604 |
|
94978xxxx3 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Justtini Aliaga - TIAA Wealth Management Advisor |
19200 Von Karman Ave 4th floor, Irvine, CA 92612 |
|
87720xxxx0 |
acc******************@t***.org |
|
|
|
|
|
|
90946 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silversage Advisors |
19200 Von Karman Ave STE 370, Irvine, CA 92612 |
|
88896xxxx0 |
dsa***@s*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StrateFi Wealth Management |
18881 Von Karman Ave Suite 410, Irvine, CA 92612 |
|
94934xxxx1 |
dou*@s*************.com |
5 |
21 |
|
|
|
|
352 |
|
345 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eight Oaks Financial |
2201 Dupont Dr Suite 810, Irvine, CA 92612 |
|
94966xxxx3 |
and*@e*****************.com |
5.012 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Newport Wealth Advisors |
4695 MacArthur Ct #1100, Newport Beach, CA 92660 |
|
87769xxxx7 |
aar********@m********************.com |
3.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Churchill Management Group - Irvine |
19200 Von Karman Ave #400, Irvine, CA 92612 |
|
94991xxxx8 |
ach*@c******************.com |
|
|
|
|
|
|
|
|
222 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
ale*********@m*.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth |
1 Park Plaza Suite 600-B, Irvine, CA 92614 |
|
94928xxxx0 |
ach****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fellows Wealth Management |
100 Spectrum Center Dr Ste 900, Irvine, CA 92618 |
|
94937xxxx6 |
geo**@f**********************.com |
4 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4 |
6 |
| Rodriquez Wealth Management |
4340 Von Karman Ave Suite 101, Newport Beach, CA 92660 |
|
94968xxxx1 |
cat**@r**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - Scott Gajda |
18575 Jamboree Rd, Irvine, CA 92612 |
|
94962xxxx8 |
web******@n*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Management | U.S. Bank |
18300 Von Karman Ave, Irvine, CA 92612 |
|
83396xxxx6 |
aar************@u*****.com |
|
|
|
|
|
|
|
4754 |
346000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ovisto Wealth Management |
2050 Main St Suite 1300, Irvine, CA 92614 |
|
94982xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Becker Wealth Management LLC |
19800 Macarthur Blvd, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J W Mitchell Investment |
2 Corporate Park #108, Irvine, CA 92606 |
|
94997xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Irvine Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
94978xxxx8 |
|
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Insight Wealth Strategies |
18400 Von Karman Ave Ste 450, Irvine, Ca 92612 |
|
80087xxxx5 |
agr***@i*************.com |
|
|
|
|
|
|
116 |
4 |
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Solutions. LLC |
East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660 |
|
94947xxxx0 |
aan******@p***********************.com |
|
|
|
|
|
|
63 |
4 |
69 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Select Advisors Institute, LLC |
5151 California Ave, Irvine, CA 92617 |
|
94920xxxx3 |
amy@s**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Management Group |
15635 Alton Pkwy #400, Irvine, CA 92618 |
|
94975xxxx0 |
c18*****************************@s*****.wixpress |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Group |
18201 Von Karman Ave, Irvine, CA 92612 |
|
94975xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Soto & Zuloaga Retirement Group of Wells Fargo Advisors |
5 Park Plaza 20th Floor, Irvine, CA 92614 |
|
94986xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frehner Wealth Management |
300 Spectrum Center Dr Suite 920, Irvine, CA 92618 |
|
94963xxxx1 |
adm**@f************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Coast - Wealth Management and Insurance Solutions |
18575 Jamboree Rd #200, Irvine, CA 92612 |
|
94986xxxx0 |
che***********@n*.com |
|
|
|
|
|
|
|
|
138 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Empirical Wealth Management |
2020 Main St Ste 340, Irvine, CA 92614 |
|
94954xxxx0 |
aba****@e********.net |
|
|
|
|
|
|
|
|
2500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Applied Financial Planning, Inc. |
100 Pacifica #400, Irvine, CA 92618 |
|
80045xxxx4 |
|
4.6 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sunpath Financial |
3333 Michelson Dr #300, Irvine, CA 92612 |
|
94964xxxx9 |
525*************************************@w*****************.com |
5.07 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mike Valiente - Legacy & Wealth Finacial Advisors |
300 Spectrum Center Dr #400, Irvine, CA 92618 |
|
94952xxxx5 |
imp******@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gary Lutwen - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clearview Wealth Management, LLC |
4 Venture suite 120, Irvine, CA 92618 |
|
94933xxxx4 |
abd******@c***********.com |
5 |
10 |
|
|
|
|
114 |
|
114 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MILE Wealth Management |
100 Spectrum Center Dr suite 900, Irvine, CA 92618 |
|
94944xxxx0 |
inf*@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| GC Group Wealth Management - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx3 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ray Valencia - Financial Planner |
3333 Michelson Dr #820, Irvine, CA 92612 |
|
71429xxxx3 |
ray*********@p*********.com |
5.07 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clover Wealth Management LTD |
4000 Barranca Pkwy suite 250, Irvine, CA 92604 |
|
71498xxxx4 |
eug***@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WEALTHRHINO |
2070 Business Center Dr STE 250, Irvine, CA 92612 |
|
94948xxxx4 |
inf*@w**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Falcon Wealth Planning |
2030 Main St 13th floor, Irvine, CA 92614 |
|
85596xxxx6 |
aha****@f****.com |
5.076 |
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pence Wealth Management - Financial Advisors |
5000 Birch St #8000, Newport Beach, CA 92660 |
|
94966xxxx7 |
aay************@l**.com |
5 |
1 |
|
|
|
|
|
37 |
1312 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Filigree Wealth Advisors |
530 Technology Dr Suite 100, Irvine, CA 92618 |
|
94998xxxx7 |
chr**@f***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Irvine Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Eric Chen |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94959xxxx0 |
amy*****@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John Carlson - Raymond James |
2 Executive Cir Ste 280, Irvine, CA 92614 |
|
94956xxxx5 |
aar************@r***********.com |
5 |
2 |
|
|
|
|
17485 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Modern Wealth Partners |
18400 Von Karman Ave Suite 550, Irvine, CA 92612 |
|
94966xxxx1 |
ben*****@m*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christopher Soto - Morgan Stanley Financial Advisor |
1901 Main St Ste 700, Irvine, CA 92614 |
|
94980xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Roth Wealth Management Group - UBS Financial Services Inc. |
20 Pacifica Suite 1500, Irvine, CA 92618 |
|
94945xxxx3 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlas Wealth Management Group, LLC |
2372 Morse Ave, Irvine, CA 92614 |
|
88847xxxx5 |
inf*@a*******.com |
|
|
|
|
|
|
|
|
35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| KPP Financial Inc. |
17875 Von Karman Ave Suite 132, Irvine, CA 92614 |
|
80055xxxx1 |
ary**@k***********.com |
4 |
8 |
|
|
|
|
1438 |
|
1400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Martin Wealth Management |
4000 Barranca Pkwy #250, Irvine, CA 92604 |
|
94985xxxx1 |
ray@w************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BML Wealth Management |
2 Park Plz Ste 280, Irvine, CA 92614 |
|
94968xxxx5 |
adv*****@b********.net |
5 |
3 |
|
|
|
|
199 |
9 |
225 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| IWM Partners, LPL Wealth Advisors |
3 Park Plaza suite 1490, Irvine, CA 92614 |
|
71496xxxx0 |
ahe*******@i**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Creative Planning |
1 Park Plaza #700, Irvine, CA 92614 |
|
86627xxxx8 |
a.j******@c***************.com |
5.09 |
9 |
|
|
|
|
8601 |
148 |
8600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Atlas Private Wealth Advisors |
18100 Von Karman Ave Ste 850, Irvine, CA |
|
|
inf*@a*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Banning Feibleman Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Pearl - Financial Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94997xxxx6 |
dav**********@a***.com |
|
|
|
|
|
|
135 |
3 |
133 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| South Coast Wealth Management |
4695 MacArthur Ct Ste 1100, Newport Beach, CA 92660 |
|
94979xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacifica Wealth Advisors |
9870 Research Dr, Irvine, CA 92618 |
|
94930xxxx0 |
joh*@p*************.com |
|
|
|
|
|
|
505 |
|
513 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
2211 Michelson Dr, Irvine, CA 92612 |
|
80033xxxx9 |
a61****@f*******.com |
3.7 |
19 |
|
|
|
|
336679 |
|
362000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cooper Mc Manus |
9870 Research Dr, Irvine, CA 92618 |
|
80051xxxx3 |
aco****@c************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Warren Street Wealth Advisors, LLC |
4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660 |
|
71487xxxx0 |
bla**@w*****************.com |
5 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vanguard Capital Wealth Advisors |
2030 Main St, Irvine, CA 92614 |
|
94982xxxx0 |
inf*@v*****.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Integrity Wealth Management |
3991 MacArthur Blvd, Newport Beach, CA 92660 |
|
94995xxxx8 |
eve***@i***********.com |
5 |
2 |
|
|
|
|
140 |
|
147 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StrateFi |
18881 Von Karman Ave Ste 410, Irvine, CA 92612 |
|
94934xxxx1 |
dou*@s*************.com |
5 |
20 |
|
|
|
|
352 |
|
345 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steve Kleinertz - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94980xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Saddleback Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94980xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Blake Nakamura |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94951xxxx5 |
aar************@u*****.com |
|
|
|
|
|
|
345746 |
5922 |
349000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Carol Symons |
13070 Yale Ave, Irvine, CA 92620 |
|
71482xxxx6 |
aar************@u*****.com |
|
|
|
|
|
|
345335 |
5428 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Index Fund Advisors, Inc. |
19200 Von Karman Ave #150, Irvine, CA 92612 |
|
94950xxxx0 |
adr****@i**.com |
4 |
4 |
|
|
|
|
8797 |
25 |
8700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MKT Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
94920xxxx1 |
i.a@m****.com |
1 |
1 |
|
|
|
|
1115 |
3 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TIAA Financial Services |
19200 Von Karman Ave 4th floor, Irvine, CA 92612 |
|
87720xxxx0 |
acc**********@t***.org |
2.3 |
3 |
|
|
|
|
90448 |
540 |
90000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bright Wealth Advisors |
200 Spectrum Center Dr STE 300, Irvine, CA 92618 |
|
94927xxxx4 |
hen**@b*******************.com |
5 |
4 |
|
|
|
|
164 |
|
164 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Empirical Wealth Management |
2955 Main St Suite 208, Irvine, CA 92614 |
|
94954xxxx0 |
aba****@e********.net |
|
|
|
|
|
|
|
|
2500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| KS Financial Advisors |
6201 Oak Canyon #200, Irvine, CA 92618 |
|
94927xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Laguna Pacific Wealth Management Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
1901 Main St Ste 700, Irvine, CA 92614 |
|
94995xxxx0 |
int**********@m************.com |
4.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jermaine Jamison - Branch Manager, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94997xxxx1 |
dan***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TSG Wealth Management - Irvine |
18800 Von Karman Ave Suite B, Irvine, CA 92614 |
|
94950xxxx0 |
all************@t****.com |
|
|
|
|
|
|
215 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hansen Pierce Wealth Management Group |
400 Spectrum Center Dr Suite 2000, Irvine, CA 92618 |
|
94927xxxx0 |
han****@s*****.com |
|
|
|
|
|
|
4760 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hall Wealth Management Group |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx1 |
a.h***@h*******.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Management |
18111 Von Karman Ave Ste 424, Irvine, CA |
|
|
gwm*******@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94966xxxx8 |
ado********@a***.com |
|
|
|
|
|
|
295 |
|
296 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Cubed Investments |
18301 Von Karman Ave # 900, Irvine, CA 92612 |
|
80070xxxx7 |
alp**@a********************.com |
4.5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BNG Wealth Advisors |
16755 Von Karman Ave Suite 200C, Irvine, CA 92606 |
|
94939xxxx1 |
bal*******@l**.com |
5 |
3 |
|
|
|
|
213 |
|
214 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Management |
18111 Von Karman Ave Ste 424, Irvine, CA 92612 |
|
94943xxxx8 |
gwm*******@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PacificView Wealth Management |
19200 Von Karman Ave #400, Irvine, CA 92612 |
|
94962xxxx4 |
ala**@p************.com |
5 |
3 |
|
|
|
|
4 |
|
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Advisors Network |
1432 Edinger Ave #200, Tustin, CA 92780 |
|
71459xxxx0 |
aha****@f****.com |
4.813 |
13 |
|
|
|
|
261 |
6 |
261 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Private Wealth Advisor: Jon Pommier |
18300 Von Karman Ave, Irvine, CA 92612 |
|
94986xxxx4 |
aar************@u*****.com |
|
|
|
|
|
|
345372 |
5428 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kanani Advisory Group |
16510 Bake Pkwy #100, Irvine, CA 92618 |
|
94950xxxx1 |
clo***@k******************.com |
4.5 |
30 |
|
|
|
|
239 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Juliana Yoon, Lincoln Financial Advisors |
18400 Von Karman Ave STE 400, Irvine, CA 92612 |
|
94966xxxx1 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - Strategic Financial Group |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx6 |
a.-***********@n*****************.com |
5 |
2 |
|
|
|
|
107720 |
16407 |
109000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mike Loo |
2601 Main St STE 100, Irvine, CA 92614 |
|
94922xxxxxxxx8 |
mic********@l**.com |
5 |
3 |
|
|
|
|
164 |
|
172 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sun Group Wealth Partners |
17500 Red Hill Ave STE 140, Irvine, CA 92614 |
|
94962xxxx0 |
ang***@s*********.com |
5.05 |
5 |
|
|
|
|
|
|
1800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buckingham Strategic Wealth |
3 Park Plaza UNIT 420, Irvine, CA 92614 |
|
87769xxxx2 |
adm**@b****************.com |
|
|
|
|
|
|
558 |
6 |
652 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McCarthy Wealth Management |
3300 Irvine Ave # 310, Newport Beach, CA 92660 |
|
71424xxxx1 |
inf*@m**********.com |
|
|
|
|
|
|
278 |
|
291 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Masciorini Financial Consulting Group of Wells Fargo Advisors |
5 Park Plaza, Irvine, CA 92614 |
|
94986xxxx3 |
jor**************@w*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jared Backner, Agent - New York Life |
2020 Main St floor 10, Irvine, CA 92614 |
|
94979xxxx0 |
aad*****@n**********.com |
5 |
6 |
|
|
4.3 |
1345 |
653752 |
|
657000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
