| Cohen Gerald |
8989 Rio San Diego Dr, San Diego, CA 92108 |
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61924xxxx3 |
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| Ethos Wealth Management/LPL Financial |
11545 W Bernardo Ct #203, San Diego, CA 92127 |
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85848xxxx2 |
jan*****@g**********.business |
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| First Then Insurance & Financial Services |
4852 Santa Monica Ave, San Diego, CA 92107 |
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61998xxxx8 |
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| Daily-Harris Financial Services Co |
9845 Erma Rd Ste 206, San Diego, CA 92131 |
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85857xxxx5 |
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| Edward Jones - Financial Advisor: Matthew Stratton |
3990 Old Town Ave Suite A211, San Diego, CA 92110 |
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61971xxxx7 |
a.-********@e**********.com |
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83517 |
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| Dwayne DW Kitchen - Financial Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
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85853xxxx1 |
bri***************@a***.com |
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| Lucia Capital Group |
16789 Bernardo Center Dr, San Diego, CA 92128 |
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80064xxxx0 |
afr******@l*******.com |
5 |
1 |
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622 |
21 |
690 |
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| Silver IRA |
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85557xxxx6 |
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| Edward Jones - Financial Advisor: Ashley Gonzalez |
690 Otay Lakes Rd Ste 200, Chula Vista, CA 91910 |
|
61920xxxx4 |
and*******@c*************.ca |
5 |
4 |
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| First Financial |
2305 Historic Decatur Rd Ste 100, San Diego, CA 92106 |
|
80031xxxx1 |
acc*******@f*************.com |
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| San Diego, CA Private Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Suite 400, San Diego, CA 92130 |
|
80052xxxx7 |
ber*******@u**.com |
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| Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services, LLC |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
aly****************@a***.com |
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189 |
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| Merrithew & Thorsten, Inc |
9820 Willow Creek Rd, San Diego, CA 92131 |
|
85854xxxx5 |
les@f***************.com |
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| Edward Jones - Financial Advisor: Trey Gallegos, CFP®|ChFC® |
11440 W Bernardo Ct Suite 272, San Diego, CA 92127 |
|
85852xxxx6 |
a.j*********@e**********.com |
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| Blueprint Wealth Partners Bluepr |
2525 Camino Del Rio S, San Diego, CA 92108 |
|
61979xxxx2 |
dom****************************@w****************.com |
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| 20/20 Financial Advisers |
2041 San Elijo Ave, Cardiff, CA 92007 |
|
76047xxxx2 |
ast*******@2*****.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Eric W Schleppenbach |
16955 Via Del Campo #110, San Diego, CA 92127 |
|
85867xxxx7 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Sean M Manatt, AAMS™ |
814 Morena Blvd Suite 301, San Diego, CA 92110 |
|
61949xxxx9 |
acc**********@e**********.com |
5 |
2 |
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| North Financial Advisors LLC |
4648 Park Blvd, San Diego, CA 92116 |
|
92926xxxx7 |
24e*************************************@w*****************.com |
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| Ross Allford - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx1 |
wms**********@r**.com |
4.01 |
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10947 |
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12226 |
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| Merrill Lynch Financial Advisor Ryan L Wetsel |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx4 |
ale*********@m*.com |
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| Zouvas Investments |
3200 4th Ave, San Diego, CA 92103 |
|
61968xxxx9 |
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| Luminary Financial |
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80083xxxx5 |
cas**@l****************.com |
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| Edward Jones - Financial Advisor: David S Tam, AAMS™ |
4134 Adams Ave Suite 104, San Diego, CA 92116 |
|
61952xxxx3 |
acc**********@e**********.com |
5 |
2 |
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112 |
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| Life S Investments |
9869 Graduate Driveway, San Diego, CA 92131 |
|
85839xxxx0 |
aud******@s******************.org |
2.4 |
20 |
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5728 |
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| Doster Financial Planning |
3613 3rd Ave, San Diego, CA 92103 |
|
61968xxxx2 |
cpa*@r******.com |
3 |
2 |
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| Edward Jones - Financial Advisor: James P Needy |
3007 Clairemont Dr Suite E, San Diego, CA 92117 |
|
61927xxxx5 |
a.j*********@e**********.com |
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83229 |
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| The Mohr Group |
12555 High Bluff Dr Ste 205, San Diego, CA 92130 |
|
85875xxxx8 |
awi*****@m********.com |
5 |
4 |
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| Merrill Lynch Financial Advisor Dunyong Wen |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx3 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Kelly Egan-Thorpe |
6050 Santo Rd Suite 140, San Diego, CA 92124 |
|
85851xxxx6 |
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| Sustainable Financial Planning |
6265 Greenwich Dr STE 100, San Diego, CA 92122 |
|
85890xxxx0 |
joh******@s*****************.com |
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| Merrill Lynch Financial Advisor Ken Morris |
12830 El Camino Real Suite 300, San Diego, CA 92130 |
|
85867xxxx6 |
ale*********@m*.com |
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| Invicta Financial Group |
11440 W Bernardo Ct Suite 102, San Diego, CA 92127 |
|
85876xxxx8 |
abe@i********.com |
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| Tax & Financial Group |
5720 Oberlin Dr UNIT 138, San Diego, CA 92121 |
|
85843xxxx7 |
abi****@t******.com |
5 |
1 |
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186 |
107 |
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| Merrill Lynch Financial Advisor Michael P. Carroll |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Nicole J White, ChFC® |
236 E Broadway, Vista, CA 92084 |
|
76063xxxx8 |
a.j*********@e**********.com |
5 |
2 |
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18 |
3 |
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| TIAA Financial Services |
3655 Nobel Dr Suite 140, San Diego, CA 92122 |
|
87755xxxx8 |
ada*********@t***.org |
5 |
2 |
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90701 |
480 |
91952 |
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| El Camino Resources |
1455 Frazee Rd, San Diego, CA 92108 |
|
61988xxxx6 |
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| Wells Fargo Advisors |
10707 Camino Ruiz, San Diego, CA 92126 |
|
85856xxxx1 |
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| Edward Jones - Financial Advisor |
6265 Greenwich Dr Suite 115, San Diego, CA 92122 |
|
85865xxxx2 |
a.j*********@e**********.com |
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83507 |
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| Satori Wealth Management, Inc. |
4660 La Jolla Village Dr ste 100, San Diego, CA 92122 |
|
61930xxxx3 |
dan**@s***********.com |
5 |
8 |
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5 |
12 |
106 |
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115 |
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| Bair Financial Planning |
7676 Hazard Center Dr #1050, San Diego, CA 92108 |
|
61954xxxx0 |
afo****@w*******.com |
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662 |
125 |
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| Edward Jones - Financial Advisor: Ashley A Leightner |
6265 Greenwich Dr Suite 115, San Diego, CA 92122 |
|
85865xxxx2 |
a.j*********@e**********.com |
5 |
1 |
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83230 |
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| Company Investment Amos |
1016 Outer Rd, San Diego, CA 92154 |
|
61942xxxx4 |
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| Merrill Lynch Financial Advisor John (Jack) Peluso |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx0 |
ale*********@m*.com |
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| Greg Gorder - Financial Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
|
85879xxxx6 |
bri***************@a***.com |
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| Xu Investment LLC |
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|
70288xxxx1 |
joh*@m**************.business |
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| Real Financial Services |
619 E 8th St, National City, CA 91950 |
|
61947xxxx8 |
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| Merrill Lynch Wealth Management |
5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067 |
|
85838xxxx2 |
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| Edward Jones - Financial Advisor: David S Peterson, AAMS™ |
12750 Carmel Country Rd Ste 208, San Diego, CA 92130 |
|
85852xxxx0 |
a.j*********@e**********.com |
4.9 |
29 |
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204 |
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| Mk Financial Planning |
2375 Needham Rd, El Cajon, CA 92020 |
|
61958xxxx0 |
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| Parkview Investment & Loan |
9210 Sky Park Ct, San Diego, CA 92123 |
|
85857xxxx0 |
hel**@p************.com |
5 |
8 |
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| Servicios De Income Tax |
4202 University Ave, San Diego, CA 92105 |
|
61964xxxx9 |
3d@**w.centravel |
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930 |
6 |
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| Tylor Radtke - Financial Advisor, Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
|
85850xxxx6 |
dns*****@a***.com |
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| Biobank A-Life Science Cmnty |
San Diego, CA 92130 |
|
85835xxxx9 |
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| Animal Trust Foundation |
3638 Camino Del Rio N, San Diego, CA 92159 |
|
61958xxxx8 |
3d@p*********.org |
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| TruFinancial |
|
|
61995xxxx5 |
aso**********@t***********.org |
5 |
86 |
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|
378 |
24 |
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| Precision Capital Precision Capital |
810 Portsmouth Ct, San Diego, CA 92109 |
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85848xxxx4 |
dsi**@p***************.com |
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| Merrill Lynch Financial Advisor Keith Kitagawa |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx4 |
ale*********@m*.com |
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| Premier Wealth Advisors, LLC |
12531 High Bluff Dr #110, San Diego, CA 92130 |
|
85866xxxx6 |
ant****@m**************.com |
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493 |
34 |
504 |
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| Financial Services |
326 Juniper St, San Diego, CA 92101 |
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61961xxxx4 |
a.-***********@t**********.com |
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149003 |
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146913 |
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| Fiscal Oversight Consulting |
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61990xxxx2 |
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| Merrill Lynch Wealth Management |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
bro*********@m*.com |
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| Carleton Management |
11440 W Bernardo Ct, San Diego, CA 92127 |
|
85861xxxx0 |
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5 |
2 |
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| Edward Jones - Financial Advisor: Casey A Caliva, AAMS™ |
2222 Fern St, San Diego, CA 92104 |
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61951xxxx4 |
a.j*********@e**********.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Jon Harris |
11440 W Bernardo Ct Ste 273, San Diego, CA 92127 |
|
85848xxxx4 |
and*******@c*************.ca |
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| Pavia Financial Services Inc |
11545 W Bernardo Ct Ste 205, San Diego, CA 92127 |
|
83320xxxx0 |
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| Mark Rowe & Associates |
10680 Treena St, San Diego, CA 92131 |
|
85876xxxx0 |
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| Parsons Financial Network |
409 Camino Del Rio S Ste 104, San Diego, CA 92108 |
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61979xxxx5 |
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| U.S. Bancorp Investments - Financial Advisors: San Diego |
4195 Genesee Ave, San Diego, CA 92111 |
|
85842xxxx7 |
aar************@u*****.com |
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344563 |
4277 |
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| Cole Financial Services |
2845 Nimitz Blvd, San Diego, CA 92106 |
|
61922xxxx5 |
inf*@f*********.com |
4.9 |
424 |
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66 |
123 |
14 |
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| CPC Finance |
225 Broadway Ste 2100, San Diego, CA 92101 |
|
80092xxxx4 |
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| Simon Lewis - Financial Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
|
85879xxxx7 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Paul Charles Sanit |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx2 |
ale*********@m*.com |
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| Meddx |
1025 Prospect St, La Jolla, CA 92037 |
|
85845xxxx1 |
3d@**w.tritonca |
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| Western Financial Corporation |
13400 Sabre Springs Pkwy STE 170, San Diego, CA 92128 |
|
61954xxxx0 |
joh*@w**********.com |
3 |
2 |
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| Morgan Investment Management Inc |
12520 High Bluff Dr Ste 143, San Diego, CA 92130 |
|
85879xxxx0 |
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| Edward Jones - Financial Advisor: Sonny Rai |
4134 Adams Ave Ste 104, San Diego, CA 92116 |
|
61955xxxx8 |
and*******@c*************.ca |
5 |
2 |
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| Lester Kirk |
7590 Fay Ave, La Jolla, CA 92037 |
|
85845xxxx8 |
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| Edward Jones - Financial Advisor: Brett Elliott |
16935 W Bernardo Dr Suite 224, San Diego, CA 92127 |
|
85838xxxx2 |
a.j*********@e**********.com |
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83229 |
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| Reason Financial |
4747 Morena Blvd #102, San Diego, CA 92117 |
|
85848xxxx0 |
aly***@y*********.com |
5 |
6 |
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45 |
7 |
51 |
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| Wealth Advisors Inc |
16909 Via De Santa Fe #202, Rancho Santa Fe, CA 92067 |
|
85848xxxx8 |
ajo***@w****************.com |
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| Edward Jones - Financial Advisor: Kiley C Grunstad |
3855 Avocado Blvd Ste 100, La Mesa, CA 91941 |
|
61988xxxx9 |
and*******@c*************.ca |
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| Kenmark Investments |
7765 Arjons Dr, San Diego, CA 92126 |
|
85853xxxx7 |
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| San Diego Financial Advisor - Platt Wealth Management |
3838 Camino Del Rio N Unit 365, San Diego, CA 92108 |
|
61925xxxx4 |
inf*@p******.com |
5 |
2 |
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114 |
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126 |
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| Lance Pelky & Associates, Inc. |
3550 Camino Del Rio N #101, San Diego, CA 92108 |
|
61928xxxx8 |
lan***@p****.com |
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150 |
2 |
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| Financial Life Concepts |
16935 W Bernardo Dr UNIT 228, San Diego, CA 92127 |
|
85848xxxx9 |
chr***@f********************.com |
2.3 |
3 |
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| Mark Kohn Financial Group |
San Diego, CA 92130 |
|
85835xxxx5 |
ahs**@i****.com |
2 |
4 |
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| Vari Investors Services Inc |
7777 Fay Ave, La Jolla, CA 92037 |
|
85845xxxx7 |
cor*@v*******.com |
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| CFG Wealth Management |
4370 La Jolla Village Dr Suite 630, San Diego, CA 92122 |
|
85855xxxx0 |
ale**********@c*****.com |
4.6 |
21 |
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| Preservation Financial & Insurance Services |
3655 Nobel Dr Ste 270, San Diego, CA 92122 |
|
85865xxxx9 |
3d@**w.preservationfinancial |
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| DAS Wealth Management Group |
12651 High Bluff Dr #250, San Diego, CA 92130 |
|
31037xxxx2 |
aar**********@r***********.com |
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17479 |
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18000 |
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| Average Joe’s Financial Independence |
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80541xxxx7 |
joh*@m**************.business |
5 |
4 |
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| Primerica |
438 Camino Del Rio S Ste 201, San Diego, CA 92108 |
|
61978xxxx9 |
a.-*******************@p********.com |
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146621 |
4000 |
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| Financial Haus |
1253 University Ave 1002, San Diego, CA 92103 |
|
61999xxxx1 |
edg**@t***************.com |
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| U.S. Bancorp Investments - Financial Advisors: Juan Pena |
1455 Frazee Rd Ste 104, San Diego, CA 92108 |
|
61927xxxx0 |
acc****************@u*****.com |
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346 |
340497 |
3858 |
342908 |
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| World Trade Financial Corp |
2425 Camino Del Rio S Ste 200, San Diego, CA 92108 |
|
61932xxxx0 |
cke**@w******************.com |
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15 |
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| Merrill Lynch Financial Advisor Kelly S. Garton |
12830 El Camino Real Suite 300, San Diego, CA 92130 |
|
85867xxxx1 |
ale*********@m*.com |
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| 20-20 Financial Advisors |
1660 Hotel Cir N # 705, San Diego, CA 92108 |
|
61977xxxx3 |
ast*******@2*****.com |
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| Timothy L Cartier Inc |
2582 Fletcher Pkwy, El Cajon, CA 92020 |
|
61946xxxx0 |
kai****@c***************.com |
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| Edward Jones - Financial Advisor: Kim E Shoesmith, AAMS™ |
11440 W Bernardo Ct Suite 272, San Diego, CA 92127 |
|
85852xxxx6 |
a.j*********@e**********.com |
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|
83229 |
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| Cors |
16935 W Bernardo Dr Ste 103, San Diego, CA 92127 |
|
85879xxxx4 |
ash***@a********.com |
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| Edward Jones - Financial Advisor: John M Given |
555 W Country Club Ln Suite B1, Escondido, CA 92026 |
|
76074xxxx2 |
a.j*********@e**********.com |
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83230 |
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| Financial Designs Ltd |
5075 Shoreham Pl Suite 200, San Diego, CA 92122 |
|
85859xxxx0 |
inf*@f***************.com |
5 |
1 |
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| Voyant Advisors LLC |
15373 Innovation Dr, San Diego, CA 92128 |
|
85879xxxx0 |
aco**@v*************.com |
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| Gold Finch Investments |
17051 W Bernardo Dr, San Diego, CA 92127 |
|
85848xxxx9 |
cat**********@p*******.com |
4.5 |
3583 |
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4.8 |
19024 |
47705 |
10162 |
47768 |
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| E & S Funding |
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| JSP Financial Consulting |
|
|
85834xxxx0 |
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| New Vista Asset Management |
9725 Scranton Rd, San Diego, CA 92121 |
|
85879xxxx0 |
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| College Financial Advisory |
4462 Via Realzar, San Diego, CA 92122 |
|
85862xxxx0 |
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| Wma David Kreider |
5575 Ruffin Rd, San Diego, CA 92123 |
|
85827xxxx4 |
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| Next Gen Financial Planning |
2020 Camino Del Rio N Suite 215, San Diego, CA 92108 |
|
61936xxxx7 |
ahm**@n***********************.com |
5 |
8 |
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| My Liberty Pay |
|
|
95131xxxx6 |
fxx*************@m***********.com |
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|
| Albert Fu: the Chief Financial Adviser of AFPC |
|
|
76048xxxx5 |
hit******@l*******.com |
5 |
3 |
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| Fairway Financial Services Inc |
8716 Production Ave, San Diego, CA 92121 |
|
85856xxxx0 |
a48*************************************@w*****************.com |
4.2 |
6 |
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| Edward Jones - Financial Advisor: Alex M Zubak |
3838 Camino Del Rio N Suite 375, San Diego, CA 92108 |
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61951xxxx5 |
a.j*********@e**********.com |
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83229 |
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| Salient Wealth Planning - Ameriprise Financial Services |
3655 Nobel Dr Ste 510, San Diego, CA 92122 |
|
85821xxxx3 |
dns*****@a***.com |
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108 |
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| Aztec Shops Financial Services At Sdsu |
700 W E St, San Diego, CA 92101 |
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61950xxxx7 |
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| Raymond James Financial Services |
16399 W Bernardo Dr, San Diego, CA 92127 |
|
85838xxxx2 |
a.-************@r***********.com |
5 |
1 |
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17178 |
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| Merrill Lynch Wealth Management |
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011 |
|
76093xxxx0 |
bro*********@m*.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Nick Stone, AAMS™|CRPC™ |
6336 Greenwich Dr Suite E, San Diego, CA 92122 |
|
85845xxxx6 |
acc**********@e**********.com |
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273 |
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| Morgan Stanley Wealth Management |
3900 Lomaland Dr, San Diego, CA 92106 |
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61997xxxx5 |
3d@w***.morganstanley |
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111957 |
3016 |
121665 |
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| Financial Kinetics |
San Diego, CA 92101 |
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61922xxxx5 |
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| Waterfront Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
61955xxxx7 |
ber*******@u**.com |
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| Pure Financial Advisors, LLC |
3131 Camino Del Rio N #1550, San Diego, CA 92108 |
|
61981xxxx0 |
3d@p************.com |
5 |
6 |
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1665 |
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1700 |
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| Reyes Financial Architecture |
4365 Executive Dr Ste 250, San Diego, CA 92121 |
|
85859xxxx6 |
dav**@r********.com |
4.8 |
8 |
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201 |
24 |
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| John McCallie, Finance of America Mortgage |
8989 Rio San Diego Dr Ste 150, San Diego, CA 92108 |
|
61976xxxx1 |
aah**@f**********.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Eugene R Cunningham |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx0 |
ale*********@m*.com |
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| Leading Tax Group |
11622 El Camino Real Fl 1 San Diego, CA 92130 |
|
16197xxxxx1 |
inf*@l**************.com |
5 |
39 |
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| CalPrivate Bank |
550 W C St Ste 110, San Diego, CA 92101 |
|
61923xxxx0 |
adi**@c*********.bank |
4.5 |
2 |
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4.5 |
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| The Financial Planning & Investment Group - Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
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5 |
1 |
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| Thomas J Stout - Financial Advisor, Ameriprise Financial Services, LLC |
9119 Clairemont Mesa Blvd ste a, San Diego, CA 92123 |
|
85876xxxx7 |
dns*****@a***.com |
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| City Hill Ventures |
11575 Sorrento Valley Rd Ste 202, San Diego, CA 92121 |
|
85836xxxx2 |
inf*@c***************.com |
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| Aero Financial |
11199 Sorrento Valley Rd, San Diego, CA 92121 |
|
85820xxxx8 |
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| Sensible Financial Planning San Diego |
600 B St Suite 300, San Diego, CA 92101 |
|
44222xxxx5 |
aim****@s****************.com |
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98 |
4 |
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| Edward Jones - Financial Advisor: Benjamin A Clancy |
5266 Clairemont Mesa Blvd Apt 2, San Diego, CA 92117 |
|
85833xxxx1 |
and*******@c*************.ca |
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| Small Business Investments |
2962 Imperial Ave, San Diego, CA 92102 |
|
61923xxxx3 |
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| USA Financial Consultants |
4545 Murphy Canyon Rd Ste 209, San Diego, CA 92123 |
|
85856xxxx0 |
bac****@u***********.com |
4.8 |
23 |
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4.9 |
149 |
2960 |
566 |
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5 |
176 |
| EZ TaxRite |
San Diego, CA 92126 |
|
16027xxxxx2 |
hel**@e********.com |
5 |
13 |
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| Merrill Lynch Financial Advisor Niels Mohler |
12830 El Camino Real Suite 300, San Diego, CA 92130 |
|
85867xxxx8 |
ale*********@m*.com |
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| Charles Schwab |
3570 Carmel Mountain Rd STE 120, San Diego, CA 92130 |
|
85855xxxx0 |
ask******@s*****.com |
3 |
2 |
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| Li Tian |
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62656xxxx6 |
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| Commpex Tax Strategies |
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|
85834xxxx8 |
inf*@c******.com |
5 |
3 |
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| Primerica |
444 Camino Del Rio S Ste 102, San Diego, CA 92108 |
|
61978xxxx9 |
29.*****@p********.com |
4.1 |
13 |
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146621 |
4000 |
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5 |
1 |
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| Financial Planning Consultants |
1450 Frazee Rd Ste 308, San Diego, CA 92108 |
|
61929xxxx4 |
aud****@f***************.com |
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70 |
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5 |
2 |
| Capital Growth Inc. Wealth Management |
8910 University Center Ln, San Diego, CA 92122 |
|
85855xxxx0 |
art*@c***************.com |
5 |
3 |
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239 |
21 |
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| Xochitl Aranzubia |
San Diego, CA 92103 |
|
61949xxxx2 |
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| AJ Del Castillo - Financial Advisor, Ameriprise Financial Services, LLC |
3655 Nobel Dr UNIT 510, San Diego, CA 92122 |
|
97894xxxx5 |
dns*****@a***.com |
5.02 |
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| Merrill Lynch Financial Advisor Courtney Breen |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx3 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Courtney M Dack |
2550 5th Ave Ste 65, San Diego, CA 92103 |
|
84486xxxx7 |
and*******@c*************.ca |
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| Robert Brower, CFP CIMA - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx7 |
ber*******@u**.com |
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| Del Mar Financial Partners |
12544 High Bluff Dr, San Diego, CA 92130 |
|
85825xxxx0 |
bob**********@d*******.com |
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| Karen Purvis - Financial Advisor, Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
ala*********@a***.com |
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| Primerica |
8555 Aero Dr Ste 220, San Diego, CA 92123 |
|
71489xxxx0 |
a.-*******************@p********.com |
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|
146620 |
4000 |
147392 |
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| Guild Mortgage - Dian Sodano |
5003 Imperial Ave, San Diego, CA 92113 |
|
83320xxxx0 |
abc***@g************.com |
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1353 |
10381 |
2794 |
11841 |
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| Madear Financial |
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|
61988xxxx0 |
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| Wells Fargo Advisors |
10788 Black Mountain Rd, San Diego, CA 92126 |
|
85853xxxx0 |
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| Edward Jones - Financial Advisor: Jack Loehr |
30 Town Center Pkwy Suite B, Santee, CA 92071 |
|
61944xxxx7 |
a.j*********@e**********.com |
5 |
1 |
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|
83230 |
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| Sanya Mulhern - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx2 |
wms**********@r**.com |
5.03 |
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10947 |
|
12226 |
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| Wells Fargo Advisors |
9232 Miramar Rd, San Diego, CA 92126 |
|
85854xxxx0 |
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11 |
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| The Financial Directions Group |
9320 Hazard Way Ste E, San Diego, CA 92123 |
|
85869xxxx0 |
3d@**w.financialdirections |
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| Boisseree, Matthew |
701 B St, San Diego, CA 92101 |
|
85884xxxx1 |
ban**********@e****.bankofamerica |
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| Lpl Financial |
3827 30th St, San Diego, CA 92104 |
|
61929xxxx5 |
3d@**w.lpl |
|
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|
19844 |
195 |
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| Cambridge Investments |
8745 Aero Dr, San Diego, CA 92123 |
|
85824xxxx9 |
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| Bradley Wealth Management |
350 10th Ave Ste 820, San Diego, CA 92101 |
|
61951xxxx0 |
ale*@b************.com |
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|
767 |
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| Shepherd Ventures |
12250 El Camino Real Ste 116, San Diego, CA 92130 |
|
85850xxxx4 |
geo***@s***************.com |
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| Tom Luong - Financial Advisor, Ameriprise Financial Services, LLC |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
|
85876xxxx1 |
dns*****@a***.com |
3.513 |
|
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| Careone Debt Relief Services |
8880 Rio San Diego Dr Ste 800, San Diego, CA 92108 |
|
80022xxxx3 |
3d@**w.careonecredit |
4.9 |
1656 |
|
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|
4941 |
|
4744 |
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| Thornton Financial Services Inc |
7310 Miramar Rd, San Diego, CA 92126 |
|
85893xxxx0 |
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| Define Financial |
12526 High Bluff Dr #238, San Diego, CA 92130 |
|
85834xxxx7 |
inf*@d**************.com |
5 |
11 |
|
|
5 |
12 |
407 |
2 |
420 |
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|
| William Kim, Tax & Financial Group (TFG), Financial Advisor/Financial Planning |
5075 Shoreham Pl #280, San Diego, CA 92122 |
|
85826xxxx4 |
abi****@t******.com |
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186 |
107 |
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| Armond Wietzel - Ameriprise Financial Services, Inc |
8910 University Center Ln Ste 200, San Diego, CA 92122 |
|
85853xxxx1 |
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| WealthChoice |
2811 Dickens St, San Diego, CA 92106 |
|
85822xxxx2 |
bri***********@w***********.com |
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| Chisholm Financial Planning & Investments |
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61978xxxx4 |
jen**@c************************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Adam A Vance |
3838 Camino Del Rio N Suite 375, San Diego, CA 92108 |
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61951xxxx5 |
a.j*********@e**********.com |
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83229 |
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| YS Property Investments Inc. |
4026 Dove St, San Diego, CA 92103 |
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61945xxxx5 |
kak*****@g****.com |
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| G.R.A.C.E. Financial Coaching |
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61951xxxx3 |
am@g*********************.com |
5 |
9 |
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| Advisors Asset Management Inc |
7220 Trade St # 310, San Diego, CA 92121 |
|
85868xxxx6 |
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| Merrill Lynch Wealth Management |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
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3 |
2 |
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| Edward Jones - Financial Advisor: Jason M Lavely, CFP®|AAMS™ |
3007 Clairemont Dr Suite E, San Diego, CA 92117 |
|
61927xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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83229 |
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90143 |
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| Mira Cle |
11277 Via Carroza, San Diego, CA 92124 |
|
85827xxxx2 |
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| Stolper Michael |
600 W Broadway Ste 3150, San Diego, CA 92101 |
|
61923xxxx2 |
bma****@s********.com |
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| Rowling & Associates |
8889 Rio San Diego Dr #202, San Diego, CA 92108 |
|
61929xxxx0 |
ash**********@r******.com |
3 |
2 |
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96 |
5 |
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| Charles Schwab |
7777 Fay Ave Ste 105, San Diego, CA 92037 |
|
85855xxxx1 |
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4 |
2 |
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| Mfsta |
6780 Miramar Rd, San Diego, CA 92121 |
|
85827xxxx0 |
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| Cetera Investors |
9275 Sky Park Ct #425, San Diego, CA 92123 |
|
85865xxxx0 |
ann**********@c**************.com |
5 |
2 |
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1889 |
106 |
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| Pineridge Planning & Investment |
5464 Grossmont Center Dr, La Mesa, CA 91942 |
|
61972xxxx1 |
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| T & B Financial Consulting LLC |
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85569xxxx8 |
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5 |
10 |
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| Galano, John |
701 B St, San Diego, CA 92101 |
|
61969xxxx8 |
ale*********@m*.com |
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| U.S. Bancorp Investments - Financial Advisors: Delia Ruemenapp |
16816 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx9 |
acc****************@u*****.com |
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346 |
340492 |
3856 |
342903 |
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| Strong Veleker & Coleman LLP |
345 F St Ste 200, Chula Vista, CA 91910 |
|
61942xxxx4 |
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| Personalized Spending Plans |
16955 Via Del Campo, San Diego, CA 92127 |
|
85848xxxx8 |
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| Christopher Pennington - UBS Financial Services Inc. |
17180, Center Suite 100, San Diego, CA 92128 |
|
85852xxxx0 |
ber*******@u**.com |
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| San Diego Tax & Wealth Management |
7777 Alvarado Rd #405, La Mesa, CA 91942 |
|
61969xxxx2 |
bho**@s**********.com |
5 |
3 |
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| Great West Retirement Services |
7676 Hazard Center Dr, San Diego, CA 92108 |
|
61949xxxx6 |
3d@**w.avariasco |
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| Wedbush Morgan Securities Inc |
501 W Broadway Ste 2000, San Diego, CA 92101 |
|
61923xxxx0 |
a.c*******@w******.com |
4.3 |
19 |
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4500 |
292 |
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| J G Wealth Management |
2305 0 Historic Decatur Rd, San Diego, CA 92106 |
|
61978xxxx2 |
ann@j****.com |
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1132 |
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| Merrill Lynch Financial Advisor Gregory J Roel |
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|
61969xxxx5 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Ken Johnson |
152 S Escondido Blvd, Escondido, CA 92025 |
|
76073xxxx6 |
a.j*********@e**********.com |
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83229 |
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| California Wealth Transitions |
3570 Carmel Mountain Rd #150, San Diego, CA 92130 |
|
85870xxxx9 |
ali*@c*******.com |
5 |
1 |
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| Southern California Retirement Council |
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|
76031xxxx4 |
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5 |
1 |
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| Charles Schwab |
12481 High Bluff Dr #100, San Diego, CA 92130 |
|
85852xxxx4 |
|
4.7 |
6 |
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| John Tanner - Financial Advisor, Ameriprise Financial Services, LLC |
5405 Morehouse Dr #140, San Diego, CA 92121 |
|
85845xxxx0 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Lee J Fox |
2550 Fifth Ave Ste 65, San Diego, CA 92103 |
|
61923xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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83230 |
|
90143 |
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| Hansch Financial Group - San Diego |
12707 High Bluff Dr # 200, San Diego, CA 92130 |
|
85835xxxx0 |
dav**********@h**************.com |
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| David Schrager - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx0 |
wms**********@r**.com |
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|
14777 |
|
16000 |
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| U.S. Bancorp Investments - Financial Advisors: Jeffrey Gorgen |
5330 Napa St, San Diego, CA 92110 |
|
61978xxxx4 |
aar************@u*****.com |
2.6 |
10 |
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346 |
340495 |
3856 |
342906 |
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| ENG Resources, Inc. |
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61980xxxx4 |
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| Royal Alliance Associates |
1205 Pacific Hwy, San Diego, CA 92101 |
|
61979xxxx8 |
aba*****@r************.com |
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544 |
|
617 |
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| Azul Financial Planning - Ameriprise Financial Services, LLC |
2535 Camino del Rio S #115, San Diego, CA 92108 |
|
61923xxxx8 |
azu***@a***.com |
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| Csi Consumer Sound Investment |
San Diego, CA 92101 |
|
61929xxxx2 |
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| Brian Venn - Financial Advisor, Ameriprise Financial Services, LLC |
5898 Copley Dr, San Diego, CA 92111 |
|
85876xxxx7 |
bri*******@a***.com |
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| Merrill Lynch Wealth Management |
4624 Paseo De La Vis, Bonita, CA 91902 |
|
61969xxxx0 |
abu**@b************.com |
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| Remarie Cajucom Dinogan | New York Life Insurance |
4365 Executive Dr Ste 800, San Diego, CA 92121 |
|
85862xxxx5 |
rcd******@f*.newyorklife |
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123 |
31 |
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| Wealth Enhancement Group |
120 C Ave STE 170, Coronado, CA 92118 |
|
61955xxxx0 |
aba****@w****************.com |
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| Parabolic Asset Management - San Diego Financial Advisor |
7565 Charmant Dr UNIT 502, San Diego, CA 92122 |
|
|
rai****@p********.us |
5 |
10 |
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5 |
10 |
99 |
|
100 |
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| Looser Financial Group Inc. |
7290 Navajo Rd Ste 211, San Diego, CA 92119 |
|
61956xxxx7 |
cas**********@t**********************.com |
3 |
2 |
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| Global Wealth Partners Inc |
2368 2nd Ave, San Diego, CA 92101 |
|
61932xxxx6 |
ama****@g**********************.com |
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5 |
5 |
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35 |
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| Guild Mortgage - Alan P Moore |
6333 Greenwich Dr, San Diego, CA 92122 |
|
83320xxxx0 |
aa@g************.com |
|
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|
10338 |
2719 |
11771 |
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| Glenn Reiter & Associates |
2535 Kettner Blvd Ste 2a5, San Diego, CA 92101 |
|
61923xxxx0 |
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| Daniel Shahmoradian Financial Planner |
600 W Broadway Ste 600, San Diego, CA 92101 |
|
61923xxxx2 |
ab@n*****************.com |
5 |
12 |
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5 |
4 |
| Edward Jones - Financial Advisor: Troy Darrock |
3810 Park Blvd Ste 130, San Diego, CA 92103 |
|
61931xxxx0 |
and*******@c*************.ca |
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|
| Merrill Lynch Financial Advisor Jeffrey B Von Behren |
|
|
61969xxxx5 |
ale*********@m*.com |
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|
| Edward Jones - Financial Advisor: Dylan King |
814 Morena Blvd Suite 301, San Diego, CA 92110 |
|
61949xxxx9 |
a.j*********@e**********.com |
|
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|
83229 |
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|
| American Consulting Group, Inc. |
2726 Shelter Island Dr # 123, San Diego, CA 92106 |
|
61945xxxx9 |
|
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| Serenity Financial Planning - Financial Planning in La Jolla, California |
16870 W Bernardo Dr #400, San Diego, CA 92127 |
|
85825xxxx5 |
ann************@l**.com |
5 |
10 |
|
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|
227 |
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| Transamerica Financial Advisors |
10650 Falcon Way #203, San Diego, CA 92131 |
|
85860xxxx7 |
|
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| Modern Money Management |
|
|
85822xxxx5 |
|
5 |
6 |
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| Wisdom Wealth Management - Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
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85879xxxx8 |
deb***********@a***.com |
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163 |
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179 |
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| Creative Planning |
7777 Alvarado Rd, La Mesa, CA 91942 |
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80068xxxx7 |
a.j******@c***************.com |
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6159 |
81 |
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| Constant, Athena, AGT |
12555 High Bluff Dr, San Diego, CA 92130 |
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85834xxxx0 |
ame******************@a***.com |
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132656 |
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134659 |
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| Ben D Grad - Financial Advisor, Ameriprise Financial Services, LLC |
2535 Camino del Rio S #115, San Diego, CA 92108 |
|
61923xxxx8 |
dns*****@a***.com |
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| UBS Financial Services Inc. |
17180 Bernardo Center Dr, San Diego, CA 92128 |
|
85852xxxx0 |
ber*******@u**.com |
5 |
1 |
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| 20/20 Financial Advisers of San Diego, LLC |
1545 & 1565, 1545 Hotel Cir S UNIT 190, San Diego, CA 92108 |
|
61950xxxx1 |
ast*******@2*****.com |
5.08 |
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| Jim Lynch - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx4 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Anthony W Clark Cfp |
3638 Camino Del Rio N, San Diego, CA 92108 |
|
61958xxxx8 |
abb********@p************.com |
5 |
3 |
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1639 |
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| Edward Jones - Financial Advisor: David Harding, AAMS™|CRPC™ |
3029 Adams Ave, San Diego, CA 92116 |
|
61928xxxx6 |
a.j*********@e**********.com |
3.31 |
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83229 |
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90458 |
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| Sean Cavanaugh - Raymond James Financial Services |
4700 Spring St Ste 308, La Mesa, CA 91942 |
|
61946xxxx1 |
inv***@r***********.com |
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| Merrill Lynch Financial Advisor Ryan M Essick |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx2 |
ale*********@m*.com |
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| Skyline Financial Services |
4040 Mars Way, La Mesa, CA 91941 |
|
61967xxxx7 |
mik******@s*********.com |
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| C Fox Financial Services |
9269 Campo Rd Apt 7, Spring Valley, CA 91977 |
|
61946xxxx6 |
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| Free Financial Solutions |
7438 Tooma St # 156, San Diego, CA 92139 |
|
61995xxxx3 |
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| Comprehensive Financial Group |
6265 Greenwich Dr #125, San Diego, CA 92122 |
|
85862xxxx6 |
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| Edward Jones - Financial Advisor: Mark S Wozmak, CFP® |
13426-B Community Rd, Poway, CA 92064 |
|
85874xxxx3 |
acc**********@e**********.com |
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83230 |
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| CalFed Financial Services |
6959 Linda Vista Rd, San Diego, CA 92111 |
|
85829xxxx9 |
joh*@c*******.com |
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| Merrill Lynch Financial Advisor Jason L Corzine |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx1 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Monica E Bezy |
13400 Sabre Springs Pkwy Suite 260, San Diego, CA 92128 |
|
85839xxxx7 |
a.j*********@e**********.com |
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83230 |
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| Scripps Wealth Management |
9915 Mira Mesa Blvd #110, San Diego, CA 92131 |
|
85827xxxx8 |
*nn*@p************.com |
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30 |
3 |
26 |
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| Able Auto Adjusters Inc |
7636 North Ave, Lemon Grove, CA 91945 |
|
61946xxxx7 |
m.w****@a****************.com |
1.7 |
26 |
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| Chamberlin Asset Management |
12625 High Bluff Dr, San Diego, CA 92130 |
|
85835xxxx3 |
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| Teacher Consulting Group |
11590 W Bernardo Ct Ste. 102, San Diego, CA 92127 |
|
85837xxxx5 |
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| Pacific Coast Financial Planning Group - Ameriprise Financial Services, LLC |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
aly****************@a***.com |
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189 |
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| The Financial Planning & Investment Group |
4455 Morena Blvd STE 215, San Diego, CA 92117 |
|
85849xxxx8 |
ala*********@a***.com |
5 |
1 |
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| Grace Investments |
7750 Dagget St Ste 212, San Diego, CA 92111 |
|
85856xxxx4 |
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| Heritage Investments and Retirement Planning, Inc. |
8880 Rio San Diego Dr Suite 835, San Diego, CA 92108 |
|
61943xxxx4 |
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| SCF Securities, Inc. |
10150 Meanley Dr, San Diego, CA 92131 |
|
55945xxxx8 |
inf*@s*****.com |
3 |
1 |
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68 |
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| Oppenheimer & Co Inc |
4370 La Jolla Village Dr Ste 800, San Diego, CA 92122 |
|
85820xxxx0 |
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| Bryan Aurelio Banting: Primerica - Financial Services |
6540 Lusk Blvd, San Diego, CA 92121 |
|
85843xxxx6 |
inf*@c**************.com |
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| Merrill Lynch Financial Advisor Miguel A. Ortega |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx6 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Aaron D Muther |
9968 Hibert St Ste 102, San Diego, CA 92131 |
|
85893xxxx0 |
a.j*********@e**********.com |
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83230 |
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| Edward Jones - Financial Advisor: Manolo Orozco |
4394 Bonita Rd, Bonita, CA 91902 |
|
61947xxxx6 |
and*******@c*************.ca |
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| Merrill Lynch Financial Advisor Oliver Polo |
12830 El Camino Real Suite 300, San Diego, CA 92130 |
|
85867xxxx9 |
ale*********@m*.com |
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| Integrated Financial Concepts |
2525 Camino del Rio S #320, San Diego, CA 92108 |
|
61922xxxx7 |
ain*******@i****.com |
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| Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC |
13520 Evening Creek Dr N #110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
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163 |
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179 |
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| Merrill Lynch Financial Advisor Rodrigo K Hanna |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx7 |
ale*********@m*.com |
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| Wealth Legacy Group, Inc. |
4540 Kearny Villa Rd STE 114, San Diego, CA 92123 |
|
85856xxxx3 |
car***@w****************.com |
5 |
15 |
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37 |
7 |
38 |
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| Christopher Cohn - Financial Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
|
85879xxxx5 |
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| River Rock Investments |
713 Broadway, Chula Vista, CA 91910 |
|
61949xxxx1 |
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| PJ Chryssostomides Jr - Financial Advisor, Ameriprise Financial Services, LLC |
1525 W Lewis St, San Diego, CA 92103 |
|
61928xxxx6 |
dns*****@a***.com |
3.02 |
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| Andreasen Gleeson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway UNIT 2100, San Diego, CA 92101 |
|
61955xxxx3 |
ber*******@u**.com |
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| Jessica Simmons - Financial Advisor, Ameriprise Financial Services, LLC |
9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131 |
|
85876xxxx2 |
dns*****@a***.com |
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| RockSteady Financial Group |
4455 Murphy Canyon Rd #100-20, San Diego, CA 92123 |
|
85838xxxx3 |
03d*************************************@w*****************.com |
5 |
3 |
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290 |
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| Lutz Joe CPA |
7777 Alvarado Rd, La Mesa, CA 91942 |
|
61971xxxx5 |
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| Kevin Kellogg - Financial Advisor, Ameriprise Financial Services |
4655 Executive Dr Ste 300, San Diego, CA 92121 |
|
85853xxxx1 |
dns*****@a***.com |
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| Bradley Bianchi |
1224 Prospect St, La Jolla, CA 92037 |
|
85825xxxx3 |
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| Shepherd Ventures |
11696 Sorrento Valley Rd, San Diego, CA 92121 |
|
85850xxxx4 |
geo***@s***************.com |
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| Grigg Financial Group |
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|
61959xxxx9 |
bri**@g******************.com |
3 |
1 |
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| Satori Traders |
4930 Del Mar Ave, San Diego, CA 92107 |
|
61932xxxx0 |
|
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131 |
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| J H Sharp Investments |
San Diego, CA 92101 |
|
61923xxxx1 |
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| Kristen S Wise - Financial Advisor, Ameriprise Financial Services, LLC |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
dns*****@a***.com |
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| Addison Avenue Investment Services |
16399 W Bernardo Dr, San Diego, CA 92127 |
|
85838xxxx2 |
aar************@r***********.com |
|
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|
17485 |
|
18000 |
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| Wells Fargo Advisors |
5520 Wellesley St, La Mesa, CA 91942 |
|
61971xxxx0 |
a-p*************@w*****************.com |
|
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|
189176 |
|
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| Bryan Aurelio Banting: Primerica - Financial Services |
7220 Trade St Ste 126, San Diego, CA 92121 |
|
85835xxxx0 |
aar**@p********.com |
5 |
4 |
|
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|
146621 |
4000 |
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| Van Nostrand Wealth Management |
16870 W Bernardo Dr #400, San Diego, CA 92127 |
|
85848xxxx5 |
inf*@v*******.com |
5 |
1 |
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| Securities America |
7676 Hazard Center Dr, San Diego, CA 92108 |
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61968xxxx5 |
inf*@m****************.com |
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| Edward Jones - Financial Advisor: Faith A Much |
28477 Lizard Rocks Rd Suite 100, Valley Center, CA 92082 |
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76075xxxx1 |
a.j*********@e**********.com |
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86 |
36 |
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| Relational Investors |
11975 El Camino Real, San Diego, CA 92130 |
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85870xxxx3 |
bek*******@r****.com |
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| Hold The Line Financial Services |
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76045xxxx5 |
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5 |
6 |
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| Liquid Investments |
San Diego, CA 92101 |
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85845xxxx0 |
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| Financial Strategies Team |
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85884xxxx4 |
mic**@m********.com |
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| Perkins Randel L |
3655 Nobel Dr Ste 360, San Diego, CA 92122 |
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85864xxxx0 |
3d@n**.com |
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6103 |
91 |
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| Merrill Lynch Wealth Management |
701 B St Ste 2350, San Diego, CA 92101 |
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61969xxxx0 |
3d@**w.wealthmanagement |
4.7 |
3 |
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| Kevin Witowich - Financial Advisor, Ameriprise Financial Services, LLC |
9420 Mira Mesa Blvd, San Diego, CA 92126 |
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85876xxxx3 |
kev***********@a***.com |
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| Pinnacle Prestige Credit Repair Company |
1228 University Ave, San Diego, CA 92103 |
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83370xxxx7 |
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| KMBA Investment Consulting Group - UBS Financial Services Inc. |
600 W Broadway Ste 2800, San Diego, CA 92101 |
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61955xxxx3 |
ade*********@u**.com |
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| Meissner Jacquet Investment Management Services |
4995 Murphy Canyon Rd, San Diego, CA 92123 |
|
85837xxxx4 |
hin*********@m*****.com |
4.7 |
30 |
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106 |
38 |
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| Equitable Advisors |
4370 La Jolla Village Dr #400, San Diego, CA 92122 |
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61985xxxx0 |
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| iThinQ Consulting |
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61983xxxx8 |
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| Merrill Lynch Financial Advisor Allan Tentler |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx2 |
ale*********@m*.com |
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| Kenneth Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
|
40896xxxx6 |
dns*****@a***.com |
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| U.S. Bancorp Investments - Financial Advisors: San Diego |
7895 Highlands Village Pl, San Diego, CA 92129 |
|
76063xxxx3 |
aar************@u*****.com |
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345614 |
5351 |
348000 |
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| Edward Jones - Financial Advisor: Ken Attorri, AAMS™ |
9815 Carroll Canyon Rd #106, San Diego, CA 92131 |
|
85856xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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| New York Life Insurance: Aaron M. Kaplan, MBA |
4857 College Ave Apt 21, San Diego, CA 92115 |
|
85862xxxx8 |
amk*****@f*.newyorklife |
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5 |
7 |
233 |
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| Wells Fargo Advisors |
829 Orange Ave, Coronado, CA 92118 |
|
61943xxxx2 |
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| Chase Bank |
29640 Rancho California Rd, Temecula, CA 92591 |
|
95169xxxx3 |
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3.8 |
27 |
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| LPL Financial |
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aar************@l**.com |
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19866 |
200 |
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| Retire Company Financial |
5095 Murphy Canyon Rd, San Diego, CA 92123 |
|
85827xxxx7 |
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| Coghlan Financial Group |
4370 La Jolla Village Dr, San Diego, CA 92122 |
|
85855xxxx0 |
inf*@c*****.com |
4.6 |
21 |
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| Excel Wealth Management - UBS Financial Services Inc. |
17180, Center Suite 100, San Diego, CA 92128 |
|
85852xxxx3 |
ber*******@u**.com |
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| Heritage Wealth Management, Inc. |
11440 W Bernardo Ct # 390, San Diego, CA 92127 |
|
85861xxxx1 |
con****@h***.com |
5 |
16 |
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| Frogg Investment |
San Diego, CA 92130 |
|
85848xxxx8 |
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| Advanced Financial Technologies |
6256 Greenwich Dr Ste 520, San Diego, CA 92122 |
|
85841xxxx4 |
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2 |
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| Edward Jones - Financial Advisor: Mike Daudet |
4731 Clairemont Dr Suite 102, San Diego, CA 92117 |
|
85848xxxx0 |
a.j*********@e**********.com |
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83229 |
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90458 |
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| Edward Jones - Financial Advisor: Anthony J Meade |
13426-B Community Rd, Poway, CA 92064 |
|
85874xxxx3 |
acc**********@e**********.com |
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83230 |
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| The Wealth Consulting Group |
7676 Hazard Center Dr, San Diego, CA 92108 |
|
61954xxxx0 |
3d@m*********.com |
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| Tnn Investments Inc |
5285 Overland Ave Ste 103, San Diego, CA 92123 |
|
85856xxxx0 |
3d@r*****.com |
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122467 |
9404 |
120843 |
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| Daniel Shahmoradian, CFP - Financial Planner |
600 W Broadway #600, San Diego, CA 92101 |
|
61923xxxx2 |
ark**************@n*.com |
5 |
12 |
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96 |
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94 |
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| Merrill Lynch Financial Advisor Donna M Luna de la Fuente |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
ale*********@m*.com |
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| Raymond James Financial Services |
16870 W Bernardo Dr #400, San Diego, CA 92127 |
|
85867xxxx5 |
aar************@r***********.com |
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17156 |
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| Hamilton Investments |
San Diego, CA 92101 |
|
85827xxxx0 |
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| Gordon Chavez, an Innergy Financial Consultant |
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76051xxxx7 |
gch****@i***************.com |
5 |
3 |
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5 |
6 |
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| First Capital Financial Resources |
7590 Fay Ave Ste 520, La Jolla, CA 92037 |
|
85872xxxx6 |
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| Barone Investment Properties |
5776 Ruffin Rd, San Diego, CA 92123 |
|
85827xxxx3 |
dar**@t*************.com |
4.1 |
25 |
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| Edward Jones - Financial Advisor: Bill Bauerle |
13426 Community Rd Ste C, Poway, CA 92064 |
|
85874xxxx3 |
acc**********@e**********.com |
5 |
1 |
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| David Kelter - Financial Advisor, Ameriprise Financial Services, LLC |
4655 Executive Dr Ste #300, San Diego, CA 92121 |
|
85879xxxx7 |
bri***************@a***.com |
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| Highland Capital Financial Consulting, LLC |
9845 Erma Rd #210a, San Diego, CA 92131 |
|
85854xxxx1 |
|
5 |
1 |
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| Merrill Lynch Financial Advisor Lisa Pacheco |
5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067 |
|
85838xxxx7 |
ale*********@m*.com |
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| Michael Ramirez - Associate Financial Advisor, Ameriprise Financial Services, LLC |
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 |
|
85849xxxx8 |
dns*****@a***.com |
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| Kunhardt Financial and Insurance Strategies Financial Advisor With Eagle Strategies |
1048 Johnson Ave, San Diego, CA 92103 |
|
41358xxxx1 |
dku******@f*.newyorklife |
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| Brian Venn - Financial Advisor, Ameriprise Financial Services |
5898 Copley Dr, San Diego, CA 92111 |
|
85876xxxx7 |
bri*******@a***.com |
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| Charles Schwab |
5796 Armada Dr Ste 175, Carlsbad, CA 92008 |
|
76093xxxx0 |
nam*@e******.com |
4 |
7 |
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|
646264 |
189 |
659000 |
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| Hood Financial |
9185 Bernardo Lakes Dr, San Diego, CA 92127 |
|
76075xxxx8 |
bri**@h************.com |
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| U.S. Bancorp Investments - Financial Advisors: San Diego |
1331 Rosecrans St, San Diego, CA 92106 |
|
61922xxxx9 |
aar************@u*****.com |
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|
345628 |
5337 |
348000 |
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| Thermopeutix Inc |
9925 Businesspark Ave Ste B, San Diego, CA 92131 |
|
85854xxxx0 |
gli****@t***********.com |
4.3 |
3 |
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| Olga Mazhar: Primerica - Financial Services |
5755 Oberlin Dr Unit 301/308, San Diego, CA 92121 |
|
61932xxxx4 |
aar**@p********.com |
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|
146616 |
4000 |
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| Fiduciary Wealth Management: Your Dedicated Fiduciary |
401 B St UNIT 2300, San Diego, CA 92101 |
|
84475xxxx3 |
inf*@y*********************.com |
|
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|
404 |
|
397 |
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| Strategic Financial Solutions |
7676 Hazard Center Dr, San Diego, CA 92108 |
|
61968xxxx2 |
adm**@o****************.com |
|
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|
863 |
|
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| Jj Meeker Investments and Trust |
425 Dewey St, San Diego, CA 92113 |
|
61940xxxx1 |
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| Chase Bank |
13275 Black Mountain Rd, San Diego, CA 92129 |
|
85848xxxx1 |
|
4.3 |
12 |
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|
| WestPac® Wealth Partners (San Diego) |
5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121 |
|
61968xxxx0 |
inf*@w************.com |
4.6 |
18 |
|
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|
54344 |
39 |
104000 |
|
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| Edward Jones - Financial Advisor: Flavio A Castillo |
2222 Fern St, San Diego, CA 92104 |
|
61951xxxx4 |
a.j*********@e**********.com |
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83517 |
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| Edward Jones - Financial Advisor: Jake Sutton, CFP®|AAMS™ |
2550 Fifth Ave Ste 65, San Diego, CA 92103 |
|
61923xxxx9 |
a.j*********@e**********.com |
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83229 |
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90143 |
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| Wells Fargo Private Bank |
4365 Executive Dr, San Diego, CA 92121 |
|
85862xxxx8 |
aar**********@w*********.com |
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155113 |
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| San Diego Financial Planners |
San Diego, CA 92101 |
|
85848xxxx0 |
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| Her Bellomar Lifestyle |
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85846xxxx9 |
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2 |
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| Financial Sense Wealth Management |
10809 Thornmint Rd # 2, San Diego, CA 92127 |
|
85848xxxx9 |
aar**********@f*************.com |
4 |
3 |
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3174 |
3 |
3200 |
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| The Hyldahl Wealth Management Group - UBS Financial Services Inc. |
17180 Rancho, Bernardo Center Dr #100, San Diego, CA 92128 |
|
85852xxxx3 |
ber*******@u**.com |
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| The Financial Planning Company |
2761 Teresita St, San Diego, CA 92104 |
|
61999xxxx1 |
bre*****@t***.co |
5 |
6 |
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| Jr Sixty Nine Inc |
3800 Main St, Chula Vista, CA 91911 |
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61942xxxx8 |
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| Easy Corporate Money Program |
3508 Gracia Paseo, Spring Valley, CA 91977 |
|
61941xxxx1 |
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| Mission Fed Credit Union - Raymond James |
1500 E Valley Pkwy UNIT B, Escondido, CA 92027 |
|
85852xxxx8 |
aar************@r***********.com |
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17156 |
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| Sorrento Pacific Financial LLC |
10150 Meanley Dr Ste 200, San Diego, CA 92131 |
|
87728xxxx8 |
ajo***@s**************.com |
1 |
2 |
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| Warren Street Wealth Advisors |
18575 Jamboree Rd Ste 600 Irvine, CA 92612 |
|
17148xxxxx0 |
bla**@w*****************.com |
5 |
7 |
5 |
16 |
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| Ivan A Schleder - Financial Advisor, Ameriprise Financial Services, LLC |
8880 Rio San Diego Dr 8th Floor, San Diego, CA 92108 |
|
61920xxxx5 |
dns*****@a***.com |
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600 |
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| UBS Financial Service |
17140 Bernardo Center Dr Ste 350, San Diego, CA 92128 |
|
85852xxxx0 |
a.h********@u**.com |
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229732 |
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236244 |
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| Benchmark Mortgage |
6333 Greenwich Dr Ste 205, San Diego, CA 92122 |
|
61954xxxx4 |
bcl***@b********.us |
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| Edward Jones - Financial Advisor: Brad Sissons, AAMS™ |
6336 Greenwich Dr Suite E, San Diego, CA 92122 |
|
85845xxxx6 |
a.j*********@e**********.com |
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| A-L Financial Corp |
8555 Aero Dr, San Diego, CA 92123 |
|
85856xxxx0 |
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3 |
2 |
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| AXA Equitable |
7777 Alvarado Rd, La Mesa, CA 91942 |
|
61930xxxx3 |
3d@**w.axa-equitable |
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| Advisors 7702 |
8910 University Center Ln 4th floor suite 400, San Diego, CA 92122 |
|
85868xxxx0 |
jan*****@g**********.business |
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| Merrill Lynch Financial Advisor Matthew Van Meeteren |
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85867xxxx1 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Tony Jones |
2650 Jamacha Rd Ste 131c, El Cajon, CA 92019 |
|
84487xxxx4 |
and*******@c*************.ca |
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| Edward Jones - Financial Advisor: Jason S Polk |
16766 Bernardo Center Dr Suite 108, San Diego, CA 92128 |
|
85861xxxx4 |
a.j*********@e**********.com |
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481 |
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| Edward Jones - Financial Advisor: Michael A Ortiz |
12396 World Trade Dr Suite 111, San Diego, CA 92128 |
|
85879xxxx6 |
acc**********@e**********.com |
5 |
3 |
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| JB's Professional Services |
1341 E 8th St National City, CA 91950 |
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| Powers Financials |
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|
62331xxxx9 |
jan*****@g**********.business |
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| Kutner Ian Cfp |
6265 Greenwich Dr Ste 100, San Diego, CA 92122 |
|
85845xxxx8 |
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| Edgington Michael |
San Diego, CA 92122 |
|
85845xxxx0 |
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| Wells Fargo Advisors |
888 Prospect St Ste 301, La Jolla, CA 92037 |
|
85845xxxx1 |
abc***@w*****************.com |
5 |
2 |
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189176 |
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| Steve Lahre - RBC Wealth Management Financial Advisor |
655 W Broadway Suite 1000, San Diego, CA 92101 |
|
61969xxxx1 |
wms**********@r**.com |
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14777 |
|
16000 |
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| Method Financial Planning |
11440 W Bernardo Ct STE 300, San Diego, CA 92127 |
|
85875xxxx4 |
enp************@p****.dreamhost |
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| Edward Jones - Financial Advisor: Kali Mistry |
2143 Poinsettia Dr, San Diego, CA 92107 |
|
61922xxxx1 |
a.j*********@e**********.com |
5 |
2 |
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|
83507 |
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| SP 5 Investments |
2536 Catamaran Way, Chula Vista, CA 91914 |
|
61986xxxx0 |
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| San Diego Wealth Management |
6390 Greenwich Dr Suite 230, San Diego, CA 92122 |
|
85827xxxx5 |
ari**@s*************.com |
5 |
1 |
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2172 |
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| Merrill Lynch Financial Advisor Greg D. Schornstein |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx8 |
ale*********@m*.com |
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| Michael Walsh - Financial Advisor, Ameriprise Financial Services, LLC |
8910 University Center Ln Lobby, San Diego, CA 92122 |
|
85879xxxx4 |
bri***************@a***.com |
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| Stifel |
16870 W Bernardo Dr UNIT 150, San Diego, CA 92127 |
|
85887xxxx0 |
ale*************@s*****.com |
5 |
3 |
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|
4092 |
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| Larner Preferred International |
4445 Eastgate Mall, San Diego, CA 92121 |
|
85881xxxx8 |
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| Aligned Financial Planning |
1420 Kettner Blvd suite 100, San Diego, CA 92101 |
|
85835xxxx0 |
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| Rich Rupp Wealth Advisory |
5230 Carroll Canyon Rd, San Diego, CA 92121 |
|
85867xxxx0 |
aar******@f***.com |
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204 |
120 |
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| Giffhorn Stock Market Momentum Index |
Serving theSan Diego Area |
|
61997xxxx4 |
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| Wells Fargo Advisors |
9996 Scripps Ranch Blvd, San Diego, CA 92131 |
|
85869xxxx3 |
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| Hicks, John, AGT |
11988 El Camino Real, San Diego, CA 92130 |
|
85852xxxx0 |
ang**********@u*****.com |
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|
346 |
340494 |
3856 |
342906 |
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| Hansen Wealth Management - UBS Financial Services Inc. |
17180, Center Suite 100, San Diego, CA 92128 |
|
85852xxxx9 |
ber*******@u**.com |
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| B Ri Investments |
9880 Via Pasar, San Diego, CA 92126 |
|
85869xxxx9 |
cps@p*****.com |
4.1 |
44 |
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| Epstein & White, Proudly a Part of Mercer Advisors |
9740 Appaloosa Rd UNIT 150, San Diego, CA 92131 |
|
85856xxxx6 |
eve***@e***********.com |
4.4 |
9 |
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220 |
18 |
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| Sibi Joseph |
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|
61932xxxx0 |
dns******@a*******.com |
5 |
1 |
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| Cag Investments |
Chula Vista, CA 91909 |
|
61942xxxx6 |
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| 10105 Pacific Heights Boulevard Investments Inc |
10145 Pacific Heights Blvd, San Diego, CA 92121 |
|
85864xxxx8 |
aa@q*******.com |
4.4 |
42 |
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| David Spataro - Financial Advisor, Ameriprise Financial Services |
4655 Executive Dr Ste 300, San Diego, CA 92121 |
|
85879xxxx1 |
dav**********@a***.com |
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| Manuel Castaneda - Allstate Agent |
549 H St, Chula Vista, CA 91910 |
|
61922xxxx9 |
dns*****@a*******.com |
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| Action Foreclosure Services Inc |
3033 5th Ave Ste 235, San Diego, CA 92103 |
|
61970xxxx0 |
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| LPL Financial - Jeffrey G Carlos, CIMA , AAMS Financial Advisor |
4721 4th St, La Mesa, CA 91941 |
|
61982xxxx3 |
jef***********@l**.com |
5 |
1 |
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|
323 |
6 |
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| Scripps Tax & Financial Group |
9909 Mira Mesa Blvd, San Diego, CA 92131 |
|
85827xxxx8 |
*nn*@p************.com |
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28 |
3 |
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| Edward Jones - Financial Advisor: Mary C Hoffman |
6265 Greenwich Dr Ste 115, San Diego, CA 92122 |
|
85820xxxx6 |
and*******@c*************.ca |
|
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|
| Merrill Lynch Financial Advisor Sherifa El-Mofty |
12830 El Camino Real Suite 300, San Diego, CA 92130 |
|
85867xxxx4 |
ale*********@m*.com |
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| West Coast Financial Consultants - Thrivent Financial |
2727 Camino del Rio S Ste 246, San Diego, CA 92108 |
|
61953xxxx4 |
ale*************@t*******.com |
|
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| Goodrich Financial Group |
16835 W Bernardo Dr, San Diego, CA 92127 |
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85848xxxx0 |
deb****@g*********.com |
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| Waypoint Financial Partners |
256 Witherspoon Way Ste D, El Cajon, CA 92020 |
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61937xxxx7 |
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4.2 |
5 |
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| CI Dowling & Yahnke Private Wealth |
12265 El Camino Real UNIT 300, San Diego, CA 92130 |
|
85850xxxx0 |
dow*************@c*.com |
5 |
1 |
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| Coastal Life Wealth Management |
3914 Murphy Canyon Rd, San Diego, CA 92123 |
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85849xxxx2 |
chr*****@c****************.com |
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| Edward Jones - Financial Advisor: Rene' A Flores, CFP®|RICP® |
1340 W Valley Pkwy Suite 104, Escondido, CA 92029 |
|
76073xxxx0 |
a.j*********@e**********.com |
1 |
1 |
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83230 |
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| Triton Capital Advisors |
4653 Carmel Mountain Rd, San Diego, CA 92130 |
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85879xxxx5 |
ace*****@t*********.com |
5 |
194 |
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4.5 |
75 |
9634 |
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| Edward Jones - Financial Advisor: Robert Farwell |
6050 Santo Rd Suite 140, San Diego, CA 92124 |
|
85851xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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| Sterling Investments |
3782 1st Ave, San Diego, CA 92103 |
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61929xxxx7 |
ana***@g****.com |
4.6 |
20 |
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| Edward Jones - Financial Advisor: Nancy C Brokaw, AAMS™ |
16955 Via Del Campo #110, San Diego, CA 92127 |
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85867xxxx7 |
acc**********@e**********.com |
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| Nation One Capital Inc |
6390 Greenwich Dr, San Diego, CA 92122 |
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85873xxxx0 |
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| Tuan Le |
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85850xxxx8 |
dns******@a*******.com |
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| Superlab |
San Diego, CA 92101 |
|
61969xxxx2 |
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| Egan Yamamura - Private Wealth Advisor, Ameriprise Financial Services |
3655 Nobel Dr Ste 335, San Diego, CA 92122 |
|
85895xxxx6 |
dns*****@a***.com |
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| Capital Financial Management |
2221 Camino del Rio S # 303, San Diego, CA 92108 |
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61929xxxx3 |
inf*@c******************.com |
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| Safeguard Financial Service Inc |
3655 Nobel Dr, San Diego, CA 92122 |
|
85821xxxx3 |
3d@**w.ameriprise |
5 |
2 |
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132295 |
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134546 |
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| Edward Jones - Financial Advisor: Erik D Karlson |
7185 Navajo Rd Suite P, San Diego, CA 92119 |
|
61962xxxx2 |
acc**********@e**********.com |
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| John McCarthy |
8170 La Mesa Blvd, La Mesa, CA 91942 |
|
61988xxxx4 |
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| Chase Bank |
348 S Twin Oaks Valley Rd Ste 155, San Marcos, CA 92078 |
|
76074xxxx4 |
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2.7 |
26 |
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| U.S. Bancorp Investments - Financial Advisors: Gavin Carter |
1606 Grand Ave, San Diego, CA 92109 |
|
85858xxxx4 |
aar************@u*****.com |
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340493 |
3856 |
342904 |
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| Edward Jones - Financial Advisor: Garrett W Imeson, CFP® |
100 E San Marcos Blvd Suite 160, San Marcos, CA 92069 |
|
76079xxxx2 |
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| Merrill Lynch Financial Advisor Kevin M Bobrow |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx3 |
ale*********@m*.com |
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| Salient Wealth Planning - Ameriprise Financial Services, LLC |
3655 Nobel Dr UNIT 510, San Diego, CA 92122 |
|
85821xxxx3 |
dns*****@a***.com |
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108 |
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| Guiding Hand Finances of California, Inc. |
10620 Treena St Ste 110, San Diego, CA 92131 |
|
85893xxxx0 |
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| Beta Wealth Group |
11421 W Bernardo Ct, San Diego, CA 92127 |
|
85820xxxx7 |
bra****@b**************.com |
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| Surf Financial Group |
5575 La Jolla Blvd, La Jolla, CA 92037 |
|
85824xxxx1 |
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| Wealth Analytics Retirement Planning |
12730 High Bluff Dr #260, San Diego, CA 92130 |
|
85879xxxx0 |
bel**@w**************.com |
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| Daniel Fleming, CFP® |
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85865xxxxxxx0 |
ann**********@c**************.com |
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| Christopher Wells - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx7 |
rya**********@r**.com |
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10947 |
|
12226 |
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| Keefe Capital Partners - Financial Advisor Expert Witness |
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40441xxxx5 |
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| Merrill Lynch Wealth Management |
7825 Fay Ave, La Jolla, CA 92037 |
|
85845xxxx0 |
ale*********@m*.com |
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432 |
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| Keystone Financial |
1329 Felspar St, San Diego, CA 92109 |
|
85858xxxx2 |
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| Sean Stanfield | The Stanfield Team at LendUS |
12750 High Bluff Dr Ste 100, San Diego, CA 92130 |
|
83320xxxx0 |
sea***********@r***.com |
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| Edward Jones - Financial Advisor: Brian Dempsey |
8895 Towne Centre Dr Ste 103, San Diego, CA 92122 |
|
85845xxxx1 |
a.j*********@e**********.com |
5.07 |
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83517 |
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| Moore, Alan P |
6333 Greenwich Dr, San Diego, CA 92122 |
|
85849xxxx1 |
abc***@g************.com |
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1408 |
10420 |
2869 |
11903 |
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| Edward Jones - Financial Advisor: Monique Neal |
12540 Oaks N Dr Ste A4, San Diego, CA 92128 |
|
85845xxxx1 |
a.j*********@e**********.com |
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| Lade Michael |
10616 Scripps Summit Ct, San Diego, CA 92131 |
|
85879xxxx8 |
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| Edward Jones - Financial Advisor: John W Fieberg Jr, CEPA®|AAMS™|CRPS™ |
1111 Fort Stockton Dr Ste A, San Diego, CA 92103 |
|
61926xxxx3 |
a.j*********@e**********.com |
4.01 |
|
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83507 |
|
90143 |
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| Merrill Lynch Financial Advisor Laura A Pomeroy |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
ale*********@m*.com |
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