Business List: Investment Management Firms in Oceanside, CA, United States

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Bull Oak 4747 Executive Dr Ste 1010 San Diego, CA 92121
85899xxxx0 bul********@c*************.com 5 25 4.9 54 199 36 204
Meketa Investment Group 5796 Armada Dr Ste 110, Carlsbad, CA 92008
76079xxxx0 aem***@m*****.com 1 2
Woodson Wealth Management San Diego, CA 92130
85892xxxx0 adm**@w********.com 3 2 188 57
Edward Jones - Financial Advisor: Nicole J White 236 E Broadway, Vista, CA 92084
76063xxxx8 a.j*********@e**********.com 19 3 21
Sabrina Boyd - Primary Residential Mortgage Inc 1000 Aviara Pkwy Ste 110 Carlsbad, CA 92011
76049xxxx7 5 2
Gabriel Yanez - Financial Advisor, Ameriprise Financial Services 2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011
76092xxxx6 dns*****@a***.com
Edward Jones - Financial Advisor: Kim E Shoesmith 1081 Borden Rd, Escondido, CA 92026
76074xxxx0 a.j*********@e**********.com
Promise Property Management 323 N Coast Hwy Ste D, Oceanside, CA 92054
76029xxxx0 sup****@d*******.com 3.2 20 805 794
GRAF PROPERTY MANAGEMENT 2530 Vista Way Ste F16, Oceanside, CA 92054 76072xxxx2
Allstate Personal Financial Representative: Juan Reyes 2447 S Centre City Pkwy, Escondido, CA 92025
76050xxxx3 a****00@a*******.com 5 1
Duncan Financial 5973 Avenida Encinas Carlsbad, CA 92008 76047xxxx0 5 1
Reed Susan Ea Cfp 1102 S Main Ave Fallbrook, CA 92028 76072xxxx5
Edward Jones - Brian Lundberg 334 Via Vera Cruz Ste 254 San Marcos, CA 92078
76075xxxx3 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Burton I Grantham 111 Chesterfield Dr, Cardiff By The Sea, CA 92007
76063xxxx4 a.j*********@e**********.com
Morgan Stanley Wealth Management 5927 Priestly Dr Ste 110, Carlsbad, CA 92008 76093xxxx0
Aro Partners 1015 Chestnut Ave, Carlsbad, CA 92008
76043xxxx4
Raymond James Financial Services - Jeffrey Todd 300 W Grand Ave Ste 203, Escondido, CA 92025 76048xxxx0
Edward Jones - Financial Advisor: Rasaan Moshesh 700 Garden View Ct Ste 203, Encinitas, CA 92024
76075xxxx5 aar*********@e**********.com 87384 100000
Raymond James & Associates 300 Rancheros Dr Ste 200, San Marcos, CA 92069 76079xxxx8
Hilton Tax Shelter Advisory Service 4280 Highland Dr Carlsbad, CA 92008 76043xxxx9
Carlsbad Wealth Advisory Group 5927 Balfour Ct Ste 207, Carlsbad, CA 92008
76060xxxx2 aso****@c*************.com
Edward Jones 555 Country Club Dr Escondido, CA 92029
76074xxxx2 a.j*********@e**********.com
Steelpoint Capital Partners LP 2081 Faraday Ave, Carlsbad, CA 92008
85876xxxx0 chr********@s***********.com
Cameron Vroom - Associate Financial Advisor, Ameriprise Financial Services 16950 Via De Santa Fe 5060 - 103, Rancho Santa Fe, CA 92067
76070xxxx0 cam**********@a***.com
Norton, William, AGT 5927 Balfour Ct, Carlsbad, CA 92008
76080xxxx4 ann*******@a***.com 160 163
Edward Jones - Financial Advisor: Vicente Hinojosa III 1800 Thibodo Rd Ste 250, Vista, CA 92081
76059xxxx0 a.j*********@e**********.com 87384 100000
Marie Accunzo - Ameriprise Financial Services 5927 Balfour Ct Ste 207 Carlsbad, CA 92008
76060xxxx4 ali**********@a***.com
Natemax 1034 La Reina Dr San Marcos, CA 92078
76048xxxx5
Vestra Financial Group 191 Calle Magdalena Ste 260, Encinitas, CA 92024 76043xxxx0
Edward Jones - Financial Advisor: Trevor Heglund 2424 Vista Way Ste 325 Oceanside, CA 92054
76043xxxx1 a.j*********@e**********.com
Driven Financial 29991 Canyon Hills Rd Ste 1709 Lake Elsinore, CA 92532
95164xxxx7 inf*@d********.com
One San Diego Financial Strategies 5857 Owens Ave, Carlsbad, CA 92008
76076xxxx5 cso****@o***********.com
Virtu Investments V Pm Management 5973 Avenida Encinas Ste 220, Carlsbad, CA 92008
76092xxxx0 akh********@v***************.com
Morgan Stanley 5796 Armada Dr Ste 200 Carlsbad, CA 92008
76093xxxx0 aal*******@m************.com 5 2 5 1 113169 3052 130000
Stratos Advisors 1580 Via Chaparral Fallbrook, CA 92028 76072xxxx7
Monterey Financial 4095 Avenida de la Plata, Oceanside, CA 92056
76063xxxx0 ago***@m****************.com 3.6 2179
Goal Line Wealth Management 674 Via De La Valle, Solana Beach, CA 92075 85834xxxx5
JCF Capital Markets 2173 Salk Ave Ste 250 Carlsbad, CA 92008
76093xxxx1 inf*@j****************.com
Retirement Solutions 5857 Owens Ave Ste 110 Carlsbad, CA 92008
76060xxxx0 che*****@2***.com
Merrill Lynch Wealth Management 5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067
85838xxxx2 ali*************@m*.com
Edward Jones - Financial Advisor: Dimitris P Magemeneas 157 N Twin Oaks Valley Rd Ste 130 San Marcos, CA 92069
76075xxxx3 a.j*********@e**********.com 1 2
Atterbury Investment Management 1902 Wright Pl Ste 200, Carlsbad, CA 92008
76028xxxx0 cla**@c*************.com
Rodrigo Oliva - Private Wealth Advisor, Ameriprise Financial Services 2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011
76092xxxx6 dns*****@a***.com 4 3
Shane Kochon - Financial Advisor, Ameriprise Financial Services 500 La Terraza Blvd Ste 150, Escondido, CA 92025
85878xxxx0 dns*****@a***.com 215
Hailey Asset Management 6876 Embarcadero Ln Carlsbad, CA 92011 70250xxxx0
Martinez & Winter 325 W 3rd Ave, Escondido, CA 92025
76074xxxx6 dav**@m****************.com 2
Stancorp Investments Advisers 700 Garden View Ct Ste 204 Encinitas, CA 92024 76063xxxx7
G5 Realty Group 8250 White Oak Ave Ste 102 Rancho Cucamonga, CA 91730
90929xxxx0 abl******@k*.com 5 13
Edward Jones - Financial Advisor: Citadel N Penn 5962 La Place Ct Ste 160, Carlsbad, CA 92008 76081xxxx6
Investors Property Management Group 2181 El Camino Real #206, Oceanside, CA 92054
76096xxxx4 j.v******@i*****.com 4.7 7
Edward Jones - Financial Advisor: Kent S Borsch 5256 S Mission Rd Ste 807 Bonsall, CA 92003
76094xxxx6 a.j*********@e**********.com 3.7 3 5 3
Global Resource Investments 1910 Palomar Point Way Ste 200, Carlsbad, CA 92008
76094xxxx9 ask****@s***.org 3.3 7
Edward Jones - Financial Advisor: Richard Hachigian 7740 El Camino Real, Carlsbad, CA 92009
76063xxxx7 a.j*********@e**********.com 85136
Cardinal Industrial 2131 Palomar Airport Rd, Carlsbad, CA 92011
76049xxxx0 use*@d*****.com
MooreHoward Investments Serving theOceanside Area
76059xxxx0 iam**********@g****.com
Gary P Endres - Stifel Nicolaus 5780 Fleet St Ste 250 Carlsbad, CA 92008
76080xxxx0 end****@s*****.com
Edward Jones 727 W San Marcos Blvd, San Marcos, CA 92078
76047xxxx4 a.j*********@e**********.com
Raymond James Financial Services 138 Civic Center Dr, Vista, CA 92084
76063xxxx4 aar************@r***********.com
Edward Jones - Financial Advisor: Terence Seymour 7220 Avenida Encinas Suite 110 A Carlsbad, CA 92011
76043xxxx3 a.j*********@e**********.com
Coastal Real Estate Service Team Inc 1716 Cassidy St, Oceanside, CA 92054 76051xxxx7
Sprott Asset Management USA Inc 1910 Palomar Point Way, Carlsbad, CA 92008
86653xxxx6 con****@s***********.com
Edward Jones - Financial Advisor: Henry DeMatteis III 911 Hacienda Dr, Vista, CA 92081
76047xxxx0 a.j*********@e**********.com
RAD Dad Wallet Fullerton, CA 92831
71425xxxx7 my@r***********.com
Paradigm Investment Group 5315 Avenida Encinas, Carlsbad, CA 92008 76043xxxx0
Edward Jones - Financial Advisor: J.Robby Robinson 300 Carlsbad Village Dr Ste 119 Carlsbad, CA 92008
76043xxxx5 a.j*********@e**********.com
Edward Jones - Financial Advisor: Terence Seymour, CRPC™ 7220 Avenida Encinas Ste 110, Carlsbad, CA 92011
76043xxxx3 a.j*********@e**********.com 38
Icm Private Client Group 5780 Fleet St Ste 170 Carlsbad, CA 92008
76080xxxx6
Raymond James Financial Services 138 Civic Center Dr Ste 207, Vista, CA 92084
76063xxxx4
Blankinship & Foster 420 Stevens Ave, Solana Beach, CA 92075
85875xxxx6 b@b*********.com
Market Capital Management 2906 Roosevelt St Ste 100 Carlsbad, CA 92008
76043xxxx5 ale*******@m**********************.com 4.3 6
Harmatz Investment Corporation 380 S Melrose Dr Ste 300, Vista, CA 92081 76064xxxx0
Edward Jones - Financial Advisor: Victor Manzanilla 1921 W San Marcos Blvd, Ste 100 San Marcos, CA 92078
76073xxxx4 a.j*********@e**********.com
Alliance Mgmt & Insurance Services-AMIS 355 Via Vera Cruz San Marcos, CA 92078
76047xxxx6 inf*@a************.com 2.1 7 3 4
Sunrise Capital Partners L P 1000 Aviara Parkway, Suite 205, Carlsbad, CA 92011
87745xxxx1 arc*************@s*************.com
Cardiff Park Advisors 338 Via Vera Cruz, San Marcos, CA 92078
76063xxxx6 ama******@c**********.com
Edward Jones - Financial Advisor: John A. Lacey 3129 Tiger Run Ct Ste A-102, Carlsbad, CA 92010
76072xxxx8 a.j*********@e**********.com 315
Raymond James Financial Services 260 W Crest St, Escondido, CA 92025
76048xxxx0
Beacon Retirement Planning Group 2100 Palomar Airport Rd Ste 214-8 Carlsbad, CA 92011
85534xxxx3 dmc*****@b*******.com 2 3 2
City National Bank - Carlsbad 2011 Palomar Airport Rd Ste 100 Carlsbad, CA 92011
76091xxxx0 ava********@c**.com 5 2 5 2 5371 151 5900
Seaside Wealth Management 6154 Innovation Way, Carlsbad, CA 92009
76073xxxx0 al@s************.com 5 42 198 9
Wealth Management Associate - U.S. Bancorp Investments: Joel Quirino 4136 Oceanside Blvd, Oceanside, CA 92056
76063xxxx3 aar************@u*****.com 345227 5468 348000
Edward Jones 236 E Broadway, Vista, CA 92084
76063xxxx8 a.-********@e**********.com
Curtis Management Company, Inc 5050 Avenida Encinas Ste 160, Carlsbad, CA 92008
76064xxxx0 aci*************@c***************.com 2.4 73
2.5 72
DeVore Financial Advisors 1260 San Elijo Rd N San Marcos, CA 92078
76082xxxx9 lau**@d*******.com 5 1
Michael Sperlinga - Morgan Stanley 5796 Armada Dr Ste 200, Carlsbad, CA 92008
76060xxxx0 acc**********@m************.com
Deborah E Haydis - Ameriprise Financial Services 424 S Main St Fallbrook, CA 92028
76072xxxx3 car*************@a***.com 4 4 1 1 159
Providence Capital Group Inc 183 Calle Magdalena, Encinitas, CA 92024 76094xxxx3 1 1
Aro Partners 1015 Chestnut Ave Ste A3 Carlsbad, CA 92008 76043xxxx4 5 1
CalVet Lending 7137 Linden Ter, Carlsbad, CA 92011
76080xxxx0 joh*@c************.com 4 5 2
San Diego Tax & Financial Associates 5900 Pasteur Ct Ste 115, Carlsbad, CA 92008
76061xxxx9 inf*@s********.com
Scott Morgosh Dba 10 Star Asset Mgmt 5800 Armada Dr, Carlsbad, CA 92008 76093xxxx0
Business Plan Writer Pro 1120 S Pacific St Ste A Oceanside, CA 92054
76096xxxx5 pet**@b********************.com 1 3
Family Investment Management 2888 Loker Ave E, Carlsbad, CA 92010 76093xxxx0
Merrill Lynch Wealth Management 1000 Aviara Dr Ste 200, Carlsbad, CA 92011
76093xxxx0 ban********************@m*.com
Edward Jones 3548 Seagate Way Ste 120, Oceanside, CA 92056
76023xxxx2 a.j*********@e**********.com
Aureus Wealth Management 1902 Wright Pl Ste 216 Carlsbad, CA 92008 76054xxxx7
The Real House Flippers Oceanside, CA 92054
Premiere Properties 6183 Paseo Del Norte, Carlsbad, CA 92011
76043xxxx0 inf*@r*******.com
FFR Trading Serving theOceanside Area
83240xxxx0 inf*@f*********.com 5 3
Highcrest Management Group 2038 Corte Del Nogal, Carlsbad, CA 92011
65020xxxx0 arc********@h*************.com
First Command 4167 Avenida De La Plata # 102, Oceanside, CA 92056
76063xxxx0 aan*****@f***********.com 5 7 7377 213 7600
Terry Wealth Management 2710 Loker Ave W Ste 220 Carlsbad, CA 92010
76085xxxx0 sha**@t**********.com
Haydis Deborah E Financial Advisor Ameriprise Financial Services Inc Fallbrook, CA 92028 76072xxxx3
Gottlieb Wealth Management 2173 Salk Ave Ste 250, Carlsbad, CA 92008
76057xxxx6 jer***@g***********************.com
Merrill Lynch Wealth Management 5256 S Mission Rd, Bonsall, CA 92003 76030xxxx1
Miller Wealth Management 1901 Camino Vida Roble Ste 112 Carlsbad, CA 92008 85576xxxx0 5 2
Edward Jones - Financial Advisor: Katy Conser 3451 Via Montebello Ste 196, Carlsbad, CA 92009
76063xxxx7 a.j*********@e**********.com 4 4
Edward Jones - Financial Advisor: Dominic M Eaquinto 2424 Vista Way Ste 325, Oceanside, CA 92054 76043xxxx1
The Apartment Company, Inc 560 N Coast Highway 101, Encinitas, CA 92024
76063xxxx2 alo*********@t******************.com
Frank Tirado - Financial Advisor, Ameriprise Financial Services 2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011
76092xxxx6 dns*****@a***.com
AKT Wealth Advisors 5946 Priestly Dr Ste 200, Carlsbad, CA 92008
76043xxxx0 ama****@a*****.com
Laura Benintend, Private Fiduciary Encinitas, CA 92023
76045xxxx4 lau****************@c*************.com
U.S. Bancorp Investments - Financial Advisors: Oceanside 4136 Oceanside Blvd, Oceanside, CA 92056
76063xxxx9 aar************@u*****.com 345226 5468 348000
Edward Jones 2121 Palomar Airport Rd, Carlsbad, CA 92011 76043xxxx7 a.j*********@e**********.com 87586 100000
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. 2173 Salk Ave Ste 250 Carlsbad, CA 92008
94971xxxx0 bbo***@d******************.com 5 4
Merrill Lynch Wealth Mangement 5256 South Mission Rd Ste 1005 Bonsall, CA 92003 76030xxxx0
Edward Jones - Financial Advisor: Spencer M. Birch 1 Civic Center Dr Ste 264 San Marcos, CA 92069
76041xxxx5 a.j*********@e**********.com 5 1 5 1
Gebhart & Associates Inc 301 N Vine St, Fallbrook, CA 92028 76073xxxx1
Edward Jones - Financial Advisor: Todd W Stucker 1265 Carlsbad Village Dr Ste 220, Carlsbad, CA 92008 76072xxxx0
Red Crown Capital, LLC 2173 Salk Ave Ste 250, Carlsbad, CA 92008 76057xxxx4
APyk Investments San Diego, CA 92113 61945xxxx4
Asset Management Specialists Inc Oceanside, CA 92052
76072xxxx9 acc*******@a*****.bz
Allstate Personal Financial Representative: Robert Hughes 305 W Aviation Rd, Fallbrook, CA 92028
90924xxxx3 a****00@a*******.com
Morgan Stanley 6037 La Flecha, Rancho Santa Fe, CA 92067
85861xxxx0 acm***********@m************.com
Edward Jones - Financial Advisor: Jon Dickson 1099 S Mission Rd, Fallbrook, CA 92028
76073xxxx7 a.j*********@e**********.com 5 2 56
Merritt Financial Services 701 Palomar Airport Rd Ste 300 Carlsbad, CA 92011
76044xxxx0 inf*@m***********************.com
Edward Jones - Financial Advisor: Andrew W Shaw 111 Chesterfield Dr Ste 119, Cardiff By The Sea, CA 92007
76063xxxx4 a.j*********@e**********.com 85136
North River Investments 4904 N River Rd, Oceanside, CA 92057 76075xxxx0
Legacy Wealth Builders San Marcos, CA 92078 76059xxxx7
Sterling Global Strategies 1808 Aston Ave, Carlsbad, CA 92008
76060xxxx1 aak*****@s**********.com
Financial Planning Solutions, Inc. 2784 Gateway Rd, Carlsbad, CA 92009
76092xxxx0 b.s******@f**************.net
New Pathway 2160 Barranca Pkwy Ste 1076 Irvine, CA 92606
94977xxxx8
Sodexo 2171 S El Camino Real Oceanside, CA 92054 76072xxxx1
Sweeten Wealth Management 2244 Faraday Ave Ste 90 Carlsbad, CA 92008
80084xxxx6 ala*********@l**.com
Forex Native Encinitas, CA 92023
Frank Financial Advisors 2710 Loker Ave W Ste 230 Carlsbad, CA 92010
76043xxxx0 dat*****************@i****.de
Frani Foltz Realtor 2385 Camino Vida Roble Ste 2, Carlsbad, CA 92011 76067xxxx4
Wealthlynk 131 W Beech St Ste 101 Fallbrook, CA 92028
76062xxxx1 c18*****************************@s*****.wixpress 2 1 582104 46
Russ Jacobs - Ameriprise Financial Services 5256 S Mission Rd Ste 301 Bonsall, CA 92003
76033xxxx7 cam**********@a***.com 5 15 5 1
Merrill Lynch Wealth Management 6002 El Tordo, Rancho Santa Fe, CA 92067
85838xxxx0 ali*************@m*.com 3 2
Comprehensive Advisor 2011 Palomar Airport Rd Ste 302 Carlsbad, CA 92011
76081xxxx5 bre**@c*******************.com 4.4 14
Ashcraft Investment Co 4401 Manchester Ave, Encinitas, CA 92024
76063xxxx0 aly**@a******************.com 1 1
Guide My Finances 1265 Carlsbad Village Dr Ste 201 Carlsbad, CA 92008
76054xxxx5 ama***@g**************.com 4.9 25 538 2
Educator's Financial Planning 2164 Edinburg Ave, Cardiff By The Sea, CA 92007 76063xxxx0
Hansberger Global Investors 312 S Cedros Ave Ste 230, Solana Beach, CA 92075 85825xxxx6
Selective Benefit Specialists 1261 Liberty Way, Vista, CA 92081 86680xxxx9 jny****@1**.com
Certified Investment Recovery 990 Highland Dr Ste 105A, Solana Beach, CA 92075 85834xxxx6
Financial Focus 1917 Palomar Oaks Way, Carlsbad, CA 92008
76043xxxx0 bar*************@f****************.com
Longhouse Wealth Management 187 Calle Magdalena STE 103, Encinitas, CA 92024
76064xxxx0 dfe*****@l**********.com 5 8
Intrepid Wealth Management 5780 Fleet St suite 170 suite 170, Carlsbad, CA 92008
76080xxxx4 bca**@i*********.com
Totem Enterprises Inc. 6006 El Vuelo, Rancho Santa Fe, CA 92067 85875xxxx0
Pemco Capital Management 144 W D St, Encinitas, CA 92024
85891xxxx9 lam***@p************.com
Wealthbridge Advisors 5256 S Mission Rd, Bonsall, CA 92003
76075xxxx2 ada*********@w***********.com
Totem Enterprises, Inc. 6006 El Tordo Ste 200, Rancho Santa Fe, CA 92067 85875xxxx0
Edward Jones - Financial Advisor: Dimitris P Magemeneas 157 N Twin Oaks Valley Rd, San Marcos, CA 92069
76075xxxx3 a.j*********@e**********.com
Edward Jones - Financial Advisor: Brian V Schrock, CFP®|AAMS™ 1434 S Mission Rd Ste B, Fallbrook, CA 92028
76073xxxx4 a.j*********@e**********.com 87384 100000
Harold Investment Lp Serving theOceanside Area 76075xxxx9
Edward Jones 277 Rancheros Dr Ste 170, San Marcos, CA 92069
76047xxxx4 a.j*********@e**********.com 122
Morgan Stanley 5800 Armada Dr, Carlsbad, CA 92008 76043xxxx0 int**********@m************.com
A. Kelley Shooter Financial Services 6106 La Flecha Ste 206, Rancho Santa Fe, CA 92067
85875xxxx0 ant************@w*****************.com
Merrill Lynch Wealth Management 1615 S Mission Rd, Fallbrook, CA 92028 76073xxxx1
Hunter Chase & Co 2038 Corte Del Nogal Ste 100 Carlsbad, CA 92011 76080xxxx0
FMT Consultants 1808 Aston Ave Ste 130, Carlsbad, CA 92008
76093xxxx0 aad***@c**************.com
The Financial Team Inc 5740 Fleet St Ste 120, Carlsbad, CA 92008
76044xxxx2 ane@t***************.com
Transworld Business Advisors of San Diego North 701 Palomar Airport Road, Ste #125, Carlsbad, CA 92011
76060xxxx1 aal*@t*****.com 4.6 18
NL Investment Company 76046xxxx9
Freedom Mortgage 5900 La Pl Ct, Ste107 Carlsbad, CA 92008
76044xxxx0 aar*********@f**************.com 1.6 71 99989
Wilson David 139 E 3rd Ave, Escondido, CA 92025 76074xxxx9
Taag Investment Management 777 S Highway 101, Solana Beach, CA 92075 85872xxxx0
Morgan Stanley Wealth Management 5796 Armada Dr, Carlsbad, CA 92008
76093xxxx0 aar***********@m***********************.com
Rachael Jameson Carlsbad, CA 92008 24048xxxx3 5 3
Magnum Asset International Network San Diego, CA 92101
85894xxxx0 inf*@m******.com 3.7 3
Crossroads Capital Management 2131 Palomar Airport Rd Ste 300 Carlsbad, CA 92011 76093xxxx3
M & J Management 1680 S Melrose Dr, Vista, CA 92081 76072xxxx2
Bahr Investment Group 6928 Tradewinds Dr, Carlsbad, CA 92011
76043xxxx8 Buy*****@D***********.com
Steelman Michael 5256 S Mission Rd, Bonsall, CA 92003 76030xxxx1
Investment Management Company 5666 La Jolla Blvd, La Jolla, CA 92037
85845xxxx2 inf*@i********.com
Stifel Nicolaus & Company: Gary Endres 5780 Fleet St Ste 250, Carlsbad, CA 92008
76080xxxx0 end****@s*****.com
Pacific Financial Designs 2111 Palomar Airport Rd Ste 330 Carlsbad, CA 92111
85862xxxx0 fre***@t**********.com
Loranda Corp 1953 Golden Circle Dr, Escondido, CA 92026 76048xxxx1
Aldrich Wealth LP 5946 Priestly Dr, Carlsbad, CA 92008
76043xxxx0 878*************************************@w*****************.com
Capital Asset Management 3100 Ocean St, Carlsbad, CA 92008
76072xxxx0 joh*@c**************.com 2.3 7
Mayes Financial Planning 2755 Jefferson St Ste 208 Carlsbad, CA 92008
76072xxxx0
Edward Jones 1434 South Mission Rd Ste B Fallbrook, CA 92028
76073xxxx4 a.j*********@e**********.com 87601 100000
Trilar Management Group 3118 San Luis Rey Rd, Oceanside, CA 92058 76092xxxx0
PHP Agency Eagles Team- San Marcos 1001 W San Marcos Blvd Ste 205 San Marcos, CA 92078 76085xxxx8 5 4
Zyan Capitol Inc 5927 Priestly Dr, Carlsbad, CA 92008 76057xxxx0
Edward Jones - Financial Advisor: Vernon Allen 4750 Oceanside Blvd Ste A 8 Oceanside, CA 92056
76072xxxx7 a.j*********@e**********.com
Hunter Chase & Co 2038 Corte Del Nogal Ste 100, Carlsbad, CA 92011 76080xxxx0
Monterey Financial Services 4095 Avenida De La Plata Oceanside, CA 92056
87739xxxx4 ago***@m****************.com 3.4 1739 1 2
Ubs 5050 Avenida Encinas Ste 370, Carlsbad, CA 92008 76091xxxx0
Edward Jones - Financial Advisor: Darcy I Wolfe 3129 Tiger Run Ct Ste A-102 Carlsbad, CA 92010
76072xxxx8 a.j*********@e**********.com 5 2 304
New Phase Financial 5927 Balfour Ct, Carlsbad, CA 92008
76084xxxx6 ec7*************************************@w*****************.com
Helvetica San Diego Inc 6005 Hidden Valley Rd, Carlsbad, CA 92011 76060xxxx0
Wells Fargo Private Bank 6046 El Tordo, Rancho Santa Fe, CA 92067
85826xxxx0 acc*****************@w*********.com
Edward Jones - Financial Advisor: Mark J Mertsoc 1800 Thibodo Rd Ste 250 Vista, CA 92081
76059xxxx0 a.j*********@e**********.com 5 1
Kimco Realty Corp 1631 S Melrose Dr, Vista, CA 92081
76072xxxx2 aa@k**********.com 5 2 2357 228
Edward Jones - Financial Advisor: Russell T Fujii 300 Carlsbad Village Dr Ste 119 Carlsbad, CA 92008
76043xxxx5 a.j*********@e**********.com
Retirement Solutions Inc. 5857 Owens Ave Ste 110, Carlsbad, CA 92008
76060xxxx0 che*****@2***.com
LNL Financial Group 440 S Melrose Dr, Vista, CA 92081 76059xxxx8
Jeff Stephan | Profit Connect/Wealth Services 2230 Tierra Verde Rd Vista, CA 92084 85877xxxx4
Edward Jones - Financial Advisor: Dave Baldwin 236 E Broadway, Vista, CA 92084
76063xxxx8 a.j*********@e**********.com
Sterling Global Strategies 701 Palomar Airport Rd Ste 300 Carlsbad, CA 92011
76069xxxx6 inf*@s**********.com
D.A. Davidson 1925 Palomar Oaks Way Ste 300, Carlsbad, CA 92008
76093xxxx1 a.a@d*********.com
David Conlin Metlife Financial 5973 Avenida Encinas, Ste 206 Carlsbad, CA 92008 92549xxxx5 1 1
Green & Gin Investments 434 Benevente Dr Oceanside, CA 92057
76075xxxx1
Anchored Financial Retirement Services Fallbrook, CA 92028 94987xxxx4
Eudaimonia Asset Management 215 S Highway 101, Solana Beach, CA 92075
76047xxxx7 aa@a**************.com
Commpex Tax Strategies 7724 Sonata Ln San Diego, CA 92127
85834xxxx8 inf*@c******.com 5 1 73 73
Raintree Property Management 7245 Sitio Lima, Carlsbad, CA 92009
76044xxxx1 inf*@r*********.com 5 1
Vontobel Asset Management-Evelyn Orley 312 S Cedros Ave, Solana Beach, CA 92075
85825xxxx7 afo***@h*********.com
First Command Financial Advisor - Matt Rose 4167 Avenida De La Plata # 102, Oceanside, CA 92056
76063xxxx0 abe***@f***********.com 5 22 7377 213 7600
Edward Jones - Financial Advisor: Spencer M Birch 1 Civic Center Dr Ste 264, San Marcos, CA 92069
76041xxxx5 a.j*********@e**********.com 169 4 176
North Star Capital USA San Marcos, CA 92078
dat*****************@i****.de
Highcrest Management Group 5355 Avenida Encinas, Carlsbad, CA 92008
65020xxxx0 arc********@h*************.com
Edward Jones - Financial Advisor: Joe Thomas 5525 Mission Rd Ste B, Bonsall, CA 92003
76033xxxx3 a.j*********@e**********.com 87384 100000
Edward Jones - Financial Advisor: Victor Manzanilla, CFP®|AAMS™ 1921 W San Marcos Blvd Ste 100, San Marcos, CA 92078
76073xxxx4 a.j*********@e**********.com 87384 100000
Jose Vicente Jr - Ameriprise Financial Services 2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011
76092xxxx6 dns*****@a***.com
Orbian Corporation 2175 Salk Ave Ste 160, Carlsbad, CA 92008
76089xxxx0 abn********@o*****.com
Edward Jones - Financial Advisor: Jonathan Laliberte 1434 S Mission Rd Ste B, Fallbrook, CA 92028 76073xxxx4
Birchwood Capital 2424 Verano Way, Vista, CA 92081
76023xxxx3 ale*@b***************.com
Newport Wealth Advisors 100 E San Marcos Blvd Ste 400 San Marcos, CA 92069
87769xxxx7 bwe***@n********************.com
Intelligence Driven Advisers 6128 Innovation Way, Carlsbad, CA 92009
88876xxxx1 bno***@g****.com 5 5
Atterbury Investment Management 1902 Wright Pl Fl 2 Carlsbad, CA 92008
76028xxxx0 cla**@c*************.com
Edward Jones - Financial Advisor: Vincent T Alessi, AAMS™|CRPC™ 5962 La Place Ct Ste 160, Carlsbad, CA 92008
76072xxxx0 a.j*********@e**********.com 49
Edward Jones 162 S Rancho Santa Fe Rd Suite E-20, Encinitas, CA 92024
76094xxxx5 a.j*********@e**********.com 87358 99000
Stifel 5780 Fleet St Ste 250, Carlsbad, CA 92008
76080xxxx0 abb****@s*****.com 4778 5200
J E Coberly Inc 17410 La Bajada, Rancho Santa Fe, CA 92067 85875xxxx7
Sagepoint Financial Inc 3121 Huula Dr, Oceanside, CA 92058 76075xxxx6
Jordan Clarke, Realtor 1000 Aviara Pkwy, Carlsbad, CA 92011 85824xxxx6
William Norton - Ameriprise Financial Services 5927 Balfour Ct Ste 207 Carlsbad, CA 92008
76080xxxx4 ann*******@a***.com
Edward Jones - Financial Advisor: Scott Patterson Jr, CFP®|AAMS™ 1621 S Melrose Dr Ste E, Vista, CA 92081
76059xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Andrew W Scheffer 5962 La Place Ct Ste 160, Carlsbad, CA 92008 76081xxxx6
Wealth Compass Financial 5860 Owens Ave Ste 150 Carlsbad, CA 92008
76050xxxx0 inf*@w************.com
Kerby Financial Services 333 S Juniper St, Escondido, CA 92025
76073xxxx0 15
Stifel 5256 S Mission Rd Ste 1201, Bonsall, CA 92003
76064xxxx5 abb****@s*****.com 4756 5200
Peter A Susic - Edward Jones 2888 Loker Ave E Ste 304 Carlsbad, CA 92010
76047xxxx0 a.j*********@e**********.com
The Lucrum Company 5973 Avenida Encinas Ste 305, Carlsbad, Ca 92008 84446xxxx4
Nautica Wealth Advisors 1434 S Mission Rd Ste B, Fallbrook, CA 92028
76072xxxx1 aar********@l**.com 20102 233 21000
Landry Financial Inc 6183 Paseo Del Norte Ste 250, Carlsbad, CA 92011
76047xxxx6 rac*****@l**************.com
Mission Pacific Asset Management 2177 Salk Ave Carlsbad, CA 92008 76060xxxx2
Associated Asset Management (AAM, LLC) 3520 Seagate Way, Oceanside, CA 92056
76060xxxx1 aa@a**************.com 3.4 11
Chelsea Investment Corporation 6339 Paseo Del Lago, Carlsbad, CA 92011
76045xxxx0 agu********@c**************.com 2.1 9
Ameriprise Financial Advisors 5927 Balfour Ct Ste 207 Carlsbad, CA 92008 76080xxxx4
Securities America Oceanside, CA 92057 76023xxxx7
Edward Jones - Financial Advisor: Kevin Rainosek 277 Rancheros Dr Ste 170, San Marcos, CA 92069
76047xxxx4 a.j*********@e**********.com 122 129
Aligned Advisors 1696 Ord Way, Oceanside, CA 92056
85850xxxx1 adm**@a**************.com
Edward Jones - Financial Advisor: Scott Patterson Jr 1621 S Melrose Dr Ste E Vista, CA 92081
76059xxxx0 a.j*********@e**********.com 3.7 3 5 1
Southwest Equity Partners 380 Stevens Ave Ste 311 Solana Beach, CA 92075
76051xxxx9 adm**@s**********.com 4.1 30
All Investors Realty and Management 2171 S El Camino Real #101, Oceanside, CA 92054
76054xxxx7 5 2
Citivest Commercial Investment 815 College Blvd, Oceanside, CA 92057
94947xxxx0 dha****@c**********.com
Edward Jones - Financial Advisor: Scott Patterson Jr, CFP|AAMS 1621 S Melrose Dr Ste E, Vista, Ca 92081
76059xxxx0 a.j*********@e**********.com 3.7 3
Charles Schwab 5796 Armada Dr Ste 175 Carlsbad, CA 92008
76093xxxx0 chr**************@s*****.com 4.3 4 3.3 11
Rodgers Real Estate Carlsbad, CA 92008
76042xxxx0 emi******************@y****.com
Siamo Investment Advisors 1226 Mariposa Rd, Carlsbad, CA 92011 76093xxxx6
Anchor Bay Capital 5780 Fleet St Ste 308 Carlsbad, CA 92008
76060xxxx0 bla**@a***************.com 5 1
I Buy Houses SD 2292 Faraday Ave Carlsbad, CA 92008
85858xxxx7 5 3 5 1
Pacific Investment Properties 6120 Paseo Del Norte Ste I2, Carlsbad, CA 92011
76043xxxx0 aba*****@p**************************.com
Alpha Centauri Capital Management 171 Saxony Rd, Encinitas, CA 92024 76023xxxx5
Fam Realty Group 2963 Carlsbad Blvd, Carlsbad, CA 92008
76031xxxx9 aid**@f*************.com
Morris Wealth Management 701 Palomar Airport Rd, Carlsbad, CA 92011
76093xxxx2 cha****@m************.com 318 40 327
Young Capital Management 300 Carlsbad Village Dr # 108A422, Carlsbad, CA 92008 76039xxxx7
Raymond James Financial Services 300 Rancheros Dr, San Marcos, CA 92069
76062xxxx0 and**********@r***********.com
Edward Jones - Financial Advisor: Brian V Schrock 1434 S Mission Rd Ste B Fallbrook, CA 92028
76073xxxx4 a.j*********@e**********.com 87601 100000
Edward Jones - Financial Advisor: Katy Conser 3609 Ocean Ranch Blvd Ste 180 Oceanside, CA 92056
76042xxxx9 a.j*********@e**********.com 5 1
Trice Capital Management Serving theOceanside Area 87721xxxx6
Ameriprise Financial Advisors 424 S Main St Fallbrook, CA 92028 76072xxxx3 5 1
Charger Funding 1106 2nd St Ste 411, Encinitas, CA 92024
85824xxxx8 ced**************@c*************.com 5 2
Coast to Coast Wealth Management - Ameriprise Financial Services 2111 Palomar Airport Rd Ste 340, Carlsbad, CA 92011
76092xxxx6 coa*************************@a***.com
Edward Jones 152 S Escondido Blvd, Escondido, CA 92025
76073xxxx6 a.j*********@e**********.com 86209 96000
TD Ameritrade 701 Palomar Airport Rd Ste 100, Carlsbad, CA 92011
76060xxxx0 aam***********@t***********.com 646210 192 658000
Edward Jones - Oceanside Financial Advisor - David A Owens 5517 Old Ranch Rd Unit 27 Oceanside, CA 92057
94945xxxx0 a.j*********@e**********.com
Edward Jones 3451 Via Montebello Ste 196 Carlsbad, CA 92009
76063xxxx7 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Natalie D Slemp 3129 Tiger Run Ct, Carlsbad, CA 92010
76072xxxx8 acc**********@e**********.com 9 30
Rodrigo Oliva - Ameriprise Financial Services 2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011
76092xxxx6 dns*****@a***.com 4.3 4
Core Process Wealth Management 1925 Palomar Oaks Way, Carlsbad, CA 92008
76071xxxx0 chr**@c************.com
Long Beach Investment Corporation 1902 Wright Pl Ste 200, Carlsbad, CA 92008 80038xxxx0
Edward Jones - Financial Advisor: Dale M Maas 3636 Ocean Ranch Blvd, Oceanside, CA 92056
76043xxxx1 a.-********@e**********.com 5 1 87592 100000
Edward Jones - Financial Advisor: Evan Cohen 700 Garden View Ct Ste 203 Encinitas, CA 92024
76075xxxx5 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Matt Leonard 2121 Palomar Airport Rd Ste 100 Carlsbad, CA 92011
76043xxxx7 a.j*********@e**********.com 4.7 3 3 2
Edward Jones - Garrett W Imeson 100 E San Marcos Blvd Ste 160 San Marcos, CA 92069
76079xxxx2 a.j*********@e**********.com 5 6 82
John Manseau - Ameriprise Financial Services 2111 Palomar Airport Rd Ste 340 Carlsbad, CA 92011
76092xxxx6 dns*****@a***.com
Edward Jones 4750 Oceanside Blvd, Oceanside, CA 92056
76072xxxx7 a.j*********@e**********.com 86208 96000 5 1
Focused Mission Financial 11440 W Bernardo Ct Ste 300 San Diego, CA 92127
61927xxxx2 ma**@f**********************.com 5 12
Edward Jones - Financial Advisor: Kent S Borsch 5256 S Mission Rd, Bonsall, CA 92003
76094xxxx6 a.j*********@e**********.com
Duncan Financial 5375 Avenida Encinas Ste A, Carlsbad, CA 92008
76047xxxx0 a.h*****@b***********.com
Edward Jones - Financial Advisor: Peter A Susic 2888 Loker Ave E Ste 304, Carlsbad, CA 92010
76047xxxx0 a.j*********@e**********.com 125 10 125
Edward Jones - Financial Advisor: Ryan J Coleman 4160 Oceanside Blvd Ste 163 Oceanside, CA 92056
76041xxxx5 a.j*********@e**********.com
Heim Group 2804 La Costa Ave Carlsbad, CA 92009
76027xxxx1 tma****@h***********.com 5 1
Partnersadmin 6005 Hidden Valley Rd, Carlsbad, CA 92011
31032xxxx5 rea**@p************.com
Paradigm Investment Group, Llc 5315 Avenida Encinas, Carlsbad, CA 92008
85845xxxx9 ann*@p*************.com 5 2
Landry Financial 717 Lazarette Way Carlsbad, CA 92011
76047xxxx6 tim@l**************.com
TaxAbility Mobile Oceanside, CA 92057
76071xxxx5 dm9*@t***************.com
Terral Investment Co 440 Stevens Ave, Solana Beach, CA 92075
85875xxxx9 dav**@n*******.com
Mulholland & Kuperstock Asset Management 2173 Salk Ave. Carlsbad, CA 92008
31098xxxx8 inf*@m****.com 5 3
Freedom Investments Carlsbad, CA 92009
85894xxxx7
Prudent Investors Network 2598 Fortune Way, Vista, CA 92081
76059xxxx8 eli**@p*************.com
Edward Jones - Financial Advisor: Darion D Haggerty, CEPA®|CRPC™ 555 W Country Club Ln Ste B1, Escondido, CA 92026
76074xxxx2 a.j*********@e**********.com 107
Milan Real Estate Investments 2267 S El Camino Real, Oceanside, CA 92054 76043xxxx8
Edward Jones - Financial Advisor: Andrew W Shaw 110 Civic Center Dr Ste 101, Vista, CA 92084
76072xxxx2 a.j*********@e**********.com 130
U.S. Bancorp Investments - Financial Advisors: Oceanside 165 Old Grove Rd, Oceanside, CA 92057
76094xxxx1 aar************@u*****.com 345226 5468 348000
Edward Jones - Financial Advisor: Rene' A Flores, CFP®|RICP® 1340 W Valley Pkwy Ste 104, Escondido, CA 92029
76073xxxx0 a.j*********@e**********.com 87384 100000
Independent Capital Management 5780 Fleet St, Carlsbad, CA 92008
76080xxxx6 a.a@i***********.com 13000
Ferguson Financial Services 701 Palomar Airport Rd, Carlsbad, CA 92011
76060xxxx1 inf*@m***********************.com
Edward Jones - Financial Advisor: Dale M Maas 2424 Vista Way Ste 325 Oceanside, CA 92054
76043xxxx1 a.j*********@e**********.com
Finances for Life 2292 Faraday Ave Ste 100 Carlsbad, CA 92008
87733xxxx0 inf*@f************.com
Edward Jones - Financial Advisor: Brad Peterson 236 E Broadway, Vista, CA 92084
76063xxxx8 a.j*********@e**********.com
Marcom Central 201 Lomas Santa Fe Dr, Solana Beach, CA 92075
80022xxxx7 abe*******@m*****.com 420 51 424
SD Business Dr 330 Rancheros Dr Ste 228 San Marcos, CA 92069
76029xxxx5
Edward Jones - Financial Advisor: Garrett W Imeson, CFP® 100 E San Marcos Blvd Ste 160, San Marcos, CA 92069
76079xxxx2 a.j*********@e**********.com 84
Edward Jones - Financial Advisor: Brian D Lundberg 334 Via Vera Cruz Ste 254, San Marcos, CA 92078
76075xxxx3 a.j*********@e**********.com 87384 100000
Edward Jones - Financial Advisor: Adriana Romeo 152 S Escondido Blvd, Escondido, CA 92025
76073xxxx6 a.j*********@e**********.com 87384 100000
Rainosek Kevin Investmt Rep 727 W San Marcos Blvd San Marcos, CA 92078 76047xxxx4
Edward Jones - Financial Advisor: Vincent T Alessi 1265 Carlsbad Village Dr Ste 220 Carlsbad, CA 92008
76072xxxx0 a.j*********@e**********.com
Chelsea Investment Corporation 5993 Avenida Encinas Ste 101, Carlsbad, CA 92008
76045xxxx0 agu********@c**************.com
Edward Jones - Financial Advisor: Richard Hachigian 3548 Seagate Way Ste 120 Oceanside, CA 92056
76023xxxx2 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Ross B. Hansen 1921 W San Marcos Blvd Ste 100, San Marcos, CA 92078 76073xxxx4 a.j*********@e**********.com 87384 100000
Capital Resource Management 350 W 5th Ave Ste 220, Escondido, CA 92025
76048xxxx8 ali**@c***********.com
John Peck 2121 Palomar Airport Rd Ste 205 Farmers Insurance Carlsbad, CA 92011
80057xxxx6 aah*@f***********.com 3.7 3
Morgan Stanley Wealth Management 6037 La Flecha, Rancho Santa Fe, CA 92067
85875xxxx5 aar***********@m***********************.com
First National Bullion 785 Carlsbad Village Dr Carlsbad, CA 92008
76025xxxx2 con****@f*******************.com 5 7 2088 2000
10 Star Asset Management 5800 Armada Dr Ste 110, Carlsbad, CA 92008
76093xxxx0 joh******@1********************.com
Edward Jones - Financial Advisor: Chad Marentette 804 Pier View Way, Suite 212, Oceanside, CA 92054
76052xxxx4 a.j*********@e**********.com 87600 100000
Richmont Investment Property Services 105 W Lemon Ave, Monrovia, CA 91016
62693xxxx3 5 2