| WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx3 |
dns*****@a***.com |
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168 |
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167 |
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| Financial Rescue LLC |
99 S Almaden Blvd #600, San Jose, CA 95113 |
|
87797xxxx7 |
ang*****@f*****************.com |
4.7 |
464 |
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32728 |
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32000 |
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| RBC Wealth Management Branch - San Jose |
99 Almaden Blvd Ste 300, San Jose, CA 95113 |
|
40829xxxx2 |
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5 |
2 |
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| Silicon Valley Wealth Advisors, LLC |
3190 S Bascom Ave #210, San Jose, CA 95124 |
|
40868xxxx8 |
chr**@s**********.com |
3.4 |
5 |
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5389 |
47 |
5500 |
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| Merrill Edge |
6490 Camden Ave, San Jose, CA 95120 |
|
40870xxxx6 |
dom*****************@b************.com |
1 |
1 |
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| Tulir |
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40866xxxx9 |
par*****@t*******.com |
5 |
4 |
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| Evans Wealth Management Group - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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| Allworth Financial |
2105 S Bascom Ave Suite 255, Campbell, CA 95008 |
|
40840xxxx9 |
bil***********@a****************.com |
3.5 |
2 |
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5409 |
47 |
5500 |
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| Thrive Wealth Solutions LLC |
1798 Technology Dr STE 178, San Jose, CA 95110 |
|
40828xxxx8 |
inf*@t*************.com |
5 |
1 |
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| Kane Investment Management, Inc. |
15466 Los Gatos Blvd #213, Los Gatos, CA 95032 |
|
40835xxxx3 |
amy*******@k*************.com |
5 |
1 |
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| Raymond Regala - Financial Advisor, Ameriprise Financial Services, LLC |
333 W Santa Clara St, San Jose, CA 95113 |
|
40855xxxx0 |
dns*****@a***.com |
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132647 |
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134000 |
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| AlphaX RE Capital |
97 Boston Ave, San Jose, CA 95128 |
|
81881xxxx8 |
exa****@m*****.com |
5 |
2 |
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| BPM LLP |
10 S Almaden Blvd #1000, San Jose, CA 95113 |
|
40896xxxx0 |
aa@b*****.com |
3.7 |
3 |
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| Snap Advisory - Tax, Accounting, & vCFO |
6830 Vía del Oro #220, San Jose, CA 95119 |
|
40824xxxx0 |
862*************************************@w*****************.com |
4.9 |
31 |
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| Sequoia Wealth Advisors and Invesment Management, Inc. |
99 S Almaden Blvd #925, San Jose, CA 95113 |
|
40864xxxx0 |
*nn*@s********.com |
5 |
2 |
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258 |
4 |
270 |
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| Wealthstone Asset Management Group of Raymond James |
5448 Thornwood Dr Suite 102, San Jose, CA 95123 |
|
40888xxxx6 |
aar************@r***********.com |
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17482 |
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18000 |
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| Merrill Lynch Wealth Management |
50 W San Fernando St 16th Floor, San Jose, CA 95113 |
|
40828xxxx0 |
3d@l****.ml |
5 |
1 |
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| Davin Lundgren - Associate Manager, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
dns*****@a***.com |
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| WealthPLAN, PC |
1960 The Alameda Suite 185, San Jose, CA 95126 |
|
40891xxxx0 |
dld********@w*********.com |
3.7 |
3 |
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109 |
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108 |
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| Teh Financial Coaching |
Expedition Ln, Milpitas, CA 95035 |
|
51036xxxx9 |
3d@t*******************.com |
5 |
82 |
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831 |
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| Harshad Shah Financial Services |
2690 S White Rd #245, San Jose, CA 95148 |
|
40823xxxx0 |
inf*@m**************.com |
5 |
1 |
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| Leal Financial Planning |
900 E Hamilton Ave #100, Campbell, CA 95008 |
|
40867xxxx4 |
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5 |
4 |
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| Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
ama*********@a***.com |
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201 |
2 |
202 |
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| Buckingham Wealth Partners |
10 S Almaden Blvd 15th Floor, San Jose, CA 95113 |
|
80036xxxx6 |
adm**@b****************.com |
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456 |
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485 |
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| Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC |
1 Almaden Blvd, Ste 810, San Jose, CA 95113 |
|
40891xxxx0 |
dns*****@a***.com |
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132803 |
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134000 |
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| The Fernandez Group Investment Company |
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|
88889xxxx6 |
ant***@t****************.com |
5 |
2 |
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| Legacy Wealth Advisors, LLC |
2001 Gateway Pl Ste 600W, San Jose, CA 95110 |
|
40845xxxx0 |
inf*@l*****.com |
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| James Park - Branch Manager, Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx5 |
dns*****@a***.com |
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| Elevate Financial Solutions, LLC |
1275 S Winchester Blvd C, San Jose, CA 95128 |
|
|
con****@e********.com |
4 |
2 |
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| Transitions Wealth Advisors |
1100 Lincoln Ave #241, San Jose, CA 95125 |
|
40835xxxx2 |
jsm***@t************************.com |
5 |
1 |
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| Pesta & Pesta Wealth Management |
20370 Town Center Ln Suite 254, Cupertino, CA 95014 |
|
40822xxxx0 |
joh*@p************.com |
5 |
10 |
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| Emily Van Hoorickx - UBS Financial Services Inc. |
355 Santana Row, Ste 2050, San Jose, CA 95128 |
|
40828xxxx4 |
abc*******@u**.com |
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| Merrill Lynch Wealth Management |
560 S Winchester Blvd, San Jose, CA 95128 |
|
40826xxxx1 |
3d@l****.ml |
3.5 |
2 |
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| Land Home Financial Services - San Jose |
2670 S White Rd Ste 120, San Jose, CA 95148 |
|
66940xxxx0 |
adu@l***.com |
4.8 |
43 |
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4492 |
731 |
4600 |
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| Sun Wealth Advisor |
5446 Thornwood Dr Suite 101, San Jose, CA 95123 |
|
40896xxxx7 |
del***@s***************.com |
5 |
1 |
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| Davalos Financial Advisors of Raymond James |
333 W San Carlos St # 1650, San Jose, CA 95110 |
|
40827xxxx4 |
aar************@r***********.com |
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| Investy Financial Services |
919 Story Rd #1200, San Jose, CA 95122 |
|
40885xxxx8 |
inf*@i********.com |
5 |
20 |
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| NF Wealth Mangement |
4300 Stevens Creek Blvd, San Jose, CA 95129 |
|
40896xxxx7 |
aaz***********@s******.facebook |
1 |
2 |
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2 |
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| Flournoy Wealth Management |
1165 Lincoln Ave #330, San Jose, CA 95125 |
|
40827xxxx0 |
xx@f***********************.com |
5 |
1 |
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| Caprock |
1100 Lincoln Ave #353, San Jose, CA 95125 |
|
40862xxxx3 |
adm**@c******.com |
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| Potentia Wealth |
1226 Lincoln Ave #200, San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
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356 |
19 |
359 |
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| Adam Ward - Financial Advisor, Ameriprise Financial Services, LLC |
1 S Almaden Blvd Ste 810, San Jose, CA 95113 |
|
40891xxxx9 |
dns*****@a***.com |
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| Heart of the Valley Wealth Advisors - Thrivent |
2021 The Alameda STE 140, San Jose, CA 95126 |
|
40821xxxx4 |
all**********@t*******.com |
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| Roundleaf San Jose |
2055 Junction Ave Ste 115, San Jose, CA 95131 |
|
40891xxxx3 |
ask@r***********.com |
4.8 |
22 |
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| NF Wealth Management - Ameriprise Financial Services, LLC |
225 W Santa Clara St UNIT 1600, San Jose, CA 95113 |
|
40896xxxx0 |
amb***************@a***.com |
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63 |
4 |
62 |
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| Citi |
10 Almaden Blvd, San Jose, CA 95113 |
|
40821xxxx8 |
ale*********@c***.com |
3.4 |
25 |
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| MCC Financial |
1042 W Hedding St STE 220, San Jose, CA 95126 |
|
40826xxxx4 |
|
4.6 |
9 |
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| Block Advisors |
6467 Almaden Expy Ste 30, San Jose, CA 95120 |
|
40892xxxx3 |
aar**@b************.com |
4.8 |
54 |
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|
1542 |
349 |
2503 |
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| Empowerment Financial Guidance, LLC |
4030 Moorpark Ave Suite 250, San Jose, CA 95117 |
|
40883xxxx3 |
inf*@e*****************.com |
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| Merrill Edge |
333 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40833xxxx3 |
dom*****************@b************.com |
5 |
1 |
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| Anita J Patel |
52 Michael Dr #10, Campbell, CA 95008 |
|
40866xxxx2 |
adm**@p**************.org |
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| Philip J Cunningham-morgan Stanley |
225 W Santa Clara St, San Jose, Ca 95113 |
|
40894xxxx6 |
acc**********@m************.com |
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| Heckman Financial & Insurance Services Inc-HFIS |
333 W Santa Clara St 6th Floor, San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
|
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|
100 |
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| Solutions Wealth Management |
1777 Hamilton Ave Ste 1040, San Jose, CA 95125 |
|
40862xxxx8 |
jon**********@l**.com |
|
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|
42 |
|
48 |
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| Mariner |
99 S Almaden Blvd #730, San Jose, CA 95113 |
|
40894xxxx1 |
aal*************@m********************.com |
5 |
2 |
|
|
|
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|
15 |
4400 |
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| Context Wealth Advisors |
1901 S Bascom Ave suite 1500, Campbell, CA 95008 |
|
40890xxxx0 |
chr**@c************.com |
5 |
6 |
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| Securities America Inc |
101 Metro Dr # 650, San Jose, CA 95110 |
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40845xxxx0 |
aar********@s****************.com |
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| Mayer Moll & Associates |
4010 Moorpark Ave # 102, San Jose, CA 95117 |
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40824xxxx0 |
jma***@m************.com |
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| Landmark Wealth Management Group- Financial Advisors | San Jose, CA |
2021 The Alameda STE 390, San Jose, CA 95126 |
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40898xxxx7 |
alt******@l*************.com |
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| Beacon Pointe Advisors |
50 W San Fernando St Suite 405, San Jose, CA 95113 |
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40855xxxx0 |
3d@b***********.com |
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| Impact Wealth Management | Alan K Williamson, ChFC |
6120 Hellyer Ave #100, San Jose, CA 95138 |
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40877xxxx0 |
ala*@m*************.com |
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| Protiviti |
10 S Almaden Blvd, San Jose, CA 95113 |
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40880xxxx0 |
3d@p********.com |
2 |
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