| Independent Wealth Solutions |
763 2nd St, Encinitas, CA 92024 |
|
76094xxxx0 |
adm**@i*************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Workable Wealth |
302 Washington St # 150-1526, San Diego, CA 92103 |
|
61979xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Woodson Wealth Management |
San Diego, CA 92130 |
|
85892xxxx0 |
adm**@w********.com |
|
|
3 |
2 |
|
|
190 |
57 |
217 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| G H Wealth Management |
6265 Greenwich Dr Ste 100, San Diego, CA 92122 |
|
85845xxxx0 |
geo***@g*******.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Legacy Wealth Transitions Inc |
2243 San Diego Ave, San Diego, CA 92110 |
|
61980xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arthur Mitchell & Associates |
8538 Boulder Dr La Mesa, CA 91941 |
|
80027xxxx8 |
art@a**********.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| L Squared Wealth Management |
302 Washington St Ste 333 San Diego, CA 92103 |
|
41534xxxx7 |
inf*@l*******.com |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego, CA Private Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
80052xxxx7 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tax & Wealth |
7777 Alvarado Rd Ste 300 La Mesa, CA 91942 |
|
61969xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Amy Melton - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx1 |
bri*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WestPac Wealth Partners |
5280 Carroll Canyon Rd Ste 300, San Diego, CA 92121 |
|
61968xxxx0 |
ale**************************************************@g***********.com |
4.7 |
25 |
|
|
|
|
54335 |
39 |
104000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jean-Charles Lebours - Private Wealth Advisor, Ameriprise Financial Services |
4655 Executive Dr Ste 300, San Diego, CA 92121 |
|
85879xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William H Sauls |
3033 Fifth Ave Ste 400 San Diego, CA 92103 |
|
61923xxxx6 |
|
|
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vatreni Wealth Management |
402 W Broadway Ste 400 San Diego, CA 92101 |
|
85825xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Pedro Flores |
410 H St, Chula Vista, CA 91910 |
|
61965xxxx0 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Exeter 1031 Exchange Services |
404 Camino Del Rio S Ste 600 San Diego, CA 92108 |
|
61923xxxx1 |
amo*******@e*******.com |
4.6 |
20 |
3.7 |
19 |
|
|
734 |
28 |
773 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David York’s Tax Service |
7860 Mission Center Ct Ste 107 San Diego, CA 92108 |
|
61968xxxx5 |
con****@d*******************.com |
|
|
4.4 |
168 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buley Wealth Management Group |
10636 Scripps Summit Ct Ste 140, San Diego, CA 92131 |
|
85865xxxx0 |
jam********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charted Course Wealth Management |
13500 Evening Creek Dr N, San Diego, CA 92128 |
|
85885xxxx3 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Juncture Wealth |
224 S Cedros Ave, Solana Beach, CA 92075 |
|
85835xxxx0 |
asp******@j*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wine Country Wealth |
12730 High Bluff Dr Ste 160, San Diego, CA 92130 |
|
70777xxxx0 |
ste***@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mosier Papin Wealth Management - UBS Financial Services Inc. |
1200 Prospect St Ste 100, La Jolla, CA 92037 |
|
85855xxxx5 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ross Allford - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx1 |
ros*********@r**.com |
|
|
|
|
|
|
19 |
|
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Alliance Investments & Financial Services |
12526 High Bluff Dr, San Diego, CA 92130 |
|
85879xxxx3 |
aud***@w*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Bridge Insurance Solutions |
1081 Camino Del Rio S #203, San Diego, CA 92108 |
|
61929xxxx0 |
ali****@w********************.com |
|
|
|
|
|
|
|
|
268 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Athena A Constant - Private Wealth Advisor, Ameriprise Financial Services |
12625 High Bluff Dr Ste 114, San Diego, CA 92130 |
|
85834xxxx0 |
ath**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
16912 Via De Santa Fe, Rancho Santa Fe, CA 92091 |
|
85838xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jenkins Wealth Management |
7777 Alvarado Rd, La Mesa, CA 91942 |
|
61974xxxx7 |
bri***@t*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buley Wealth Management Group |
11545 W Bernardo Ct, San Diego, CA 92127 |
|
85865xxxx0 |
jam********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthPath Advisors |
San Diego, CA 92111 |
|
61994xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tax Group of San Diego |
4025 Camino Del Rio S Ste 300 San Diego, CA 92108 |
|
61992xxxx0 |
tax*****************@d***********************.com |
|
|
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robert Shabkie, CFP JD LLM |
7777 Alvarado Rd Ste 263 La Mesa, CA 91942 |
|
85856xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Men’s Legal Center |
940 C St San Diego, CA 92101 |
|
61930xxxx7 |
all**@m********.com |
3.9 |
94 |
4.3 |
112 |
|
|
1344 |
124 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hoylecohen Wealth Management |
350 Camino De La Reina Ste 500 San Diego, CA 92108 |
|
85857xxxx0 |
ale********@h*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Willow Wealth Credit Solutions |
7777 Westside Dr San Diego, CA 92108 |
|
85841xxxx9 |
wil****************************@w**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gutierrez & Associates |
350 10th Ave Ste 1000 San Diego, CA 92101 |
|
61931xxxx2 |
|
|
|
4.8 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Modern Money Management |
San Diego, CA 92115 |
|
85822xxxx5 |
nni******@y****.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paffendorf Wealth Management Group of Wells Fargo |
4655 Executive Dr, San Diego, CA 92121 |
|
85826xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andrew Grant - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx8 |
wms**********@r**.com |
|
|
|
|
|
|
14716 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Highlands Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx2 |
abc***@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gold Path Investment Group |
Chula Vista, CA 91915 |
|
85856xxxx0 |
kgu******@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Curtis Moring Insurance Agency |
1281 9th Ave San Diego, CA 92101 |
|
61971xxxx5 |
cmo*******@t*******.com |
|
|
3.8 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Elhoff Wealth Strategies |
620 9th St, Coronado, CA 92118 |
|
61954xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Wealth Legacy Group |
4550 Kearny Villa Rd Ste 103, San Diego, CA 92123 |
|
85856xxxx3 |
car***@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Matthew F. Sweeney - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Marketing |
967 W Laurel St, San Diego, CA 92101 |
|
61954xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kenneth Lee - Private Wealth Advisor, Ameriprise Financial Services |
4655 Executive Dr Ste 300, San Diego, CA 92121 |
|
85879xxxx1 |
ang*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Griffin Funding |
2445 5th Ave Ste 300 San Diego, CA 92101 |
|
85569xxxx1 |
adm**@g*************.com |
|
|
4.7 |
161 |
|
|
2329 |
283 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Payday Money Centers- Chula Vista |
860 Third Ave, Chula Vista, CA 91911 |
|
61942xxxx4 |
|
4.8 |
126 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Julia Cheng Wealth Management |
7510 Clairemont Mesa Blvd, San Diego, CA 92111 |
|
85850xxxx9 |
con****@g********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chillax Finance |
3288 Adams Ave Ste 16473 San Diego, CA 92116 |
|
|
095*************************************@w*****************.com |
|
|
5 |
7 |
|
|
|
|
47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McNaughton Wealth Management |
3655 Nobel Dr, San Diego, CA 92122 |
|
85820xxxx9 |
inf*@m*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch-La Jolla |
4250 Executive Sq, La Jolla, CA 92037 |
|
85845xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Koala Financial & Bonita Tax Service |
5012 Central Ave, Bonita, CA 91902 |
|
61947xxxx2 |
ale*@k****.cpa |
4.8 |
20 |
4.7 |
55 |
|
|
163 |
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Anthony Stapleton Jr - TIAA Wealth Management Advisor |
3655 Nobel Dr Ste 140, San Diego, CA 92122 |
|
87755xxxx8 |
acc******************@t***.org |
|
|
|
|
|
|
90876 |
507 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bair Financial Planning |
7676 Hazard Center Dr Ste 1050 San Diego, CA 92108 |
|
61954xxxx0 |
a@b********************.com |
|
|
5 |
1 |
|
|
668 |
125 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cavu Wealth Managment |
16516 Bernardo Center Dr Ste 300, San Diego, CA 92128 |
|
85836xxxx0 |
inf*@c*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
101 W Broadway Ste 200, San Diego, CA 92101 |
|
61923xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Home Wealth Financial & Insurance |
1651 E Main St, El Cajon, CA 92021 |
|
61943xxxx1 |
fir**@h******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Yorkshire Wealth |
16935 W Bernardo Dr, San Diego, CA 92127 |
|
85879xxxx6 |
off***@y*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Goal Line Wealth Management |
674 Via De La Valle, Solana Beach, CA 92075 |
|
85834xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Looser Financial Group |
1761 Hotel Cir S Ste 106 San Diego, CA 92108 |
|
61956xxxx7 |
cas**********@t**********************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Zimmerman Private Wealth Management |
3111 Camino Del Rio N Ste 400 San Diego, CA 92108 |
|
61952xxxx5 |
bri**@z***********.com |
|
|
5 |
1 |
|
|
88 |
|
84 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067 |
|
85838xxxx2 |
ali*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hemlock Society of San Diego |
San Diego, CA 92101 |
|
61923xxxx8 |
|
|
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Egan Yamamura - Private Wealth Advisor, Ameriprise Financial Services |
6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121 |
|
85895xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lantern Wealth Advisors |
11612 Alderidge Ln, San Diego, CA 92131 |
|
41539xxxx9 |
ala********@h************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nerad and Deppe Wealth Management |
8910 University Center Ln Ste 645, San Diego, CA 92122 |
|
85845xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ATS Wealth Management |
5435 Oberlin Dr Ste 200, San Diego, CA 92121 |
|
85864xxxx7 |
inf*@a***********.com |
5 |
6 |
|
|
|
|
|
|
207 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UW Funding |
350 10th Ave Ste 1000 San Diego, CA 92101 |
|
85882xxxx2 |
cma****@u********.com |
|
|
3.7 |
3 |
|
|
457 |
23 |
476 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jon M. Luskin, MBA, CFP® |
San Diego, CA 92105 |
|
61939xxxx4 |
com*******@j********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Management - CLOSED |
700 Garden View Ct, Encinitas, CA 92024 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Modern Wealth Group |
2535 Camino Del Rio S Ste 155 San Diego, CA 92108 |
|
86699xxxx5 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gerry Plotkin Wealth Recovery |
7957 Wing Span Dr, San Diego, CA 92119 |
|
61974xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
810 Jamacha Rd, El Cajon, CA 92019 |
|
50131xxxx7 |
aar**********@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Watermark Wealth Strategies |
16935 W Bernardo Dr, San Diego, CA 92127 |
|
85879xxxx2 |
aar**@w**************.com |
|
|
|
|
|
|
1 |
|
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Octavia Wealth Advisors |
7676 Hazard Center Dr, San Diego, CA 92108 |
|
61955xxxx1 |
ape******@o********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Anne Fiato - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
11811 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John Parrillo Ethos Wealth Management |
11545 W Bernardo Ct, San Diego, CA 92127 |
|
85848xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Total Wealth Management |
8880 Rio San Diego Dr Ste 800, San Diego, CA 92108 |
|
80061xxxx6 |
aha**@m*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DCO Wealth Management |
12250 El Camino Real, San Diego, CA 92130 |
|
85843xxxx9 |
dos****@d******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shaver Financial Coaching |
3041 Lawrence St, San Diego, CA 92106 |
|
61949xxxx9 |
|
|
10 |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Jake A Walton Law Firm |
550 West B St Fourth Floor San Diego, CA 92101 |
|
61989xxxx0 |
amv************@p****.dreamhost |
|
|
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Analytics |
12730 High Bluff Dr Ste 260, San Diego, CA 92130 |
|
85879xxxx0 |
bel**@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Planners |
945 4th Ave, San Diego, CA 92101 |
|
61923xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Debt Wealth Builders Company |
215 Richardson Ave, El Cajon, CA 92020 |
|
76027xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx0 |
3d@l****.ml |
4.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Elite Wealth Management |
2727 Camino del Rio S ste 150, San Diego, CA 92108 |
|
32331xxxx2 |
adm**@e************.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AlphaCore Wealth Advisory |
875 Prospect St, La Jolla, CA 92037 |
|
85887xxxx0 |
cma*****@a********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Partners, Inc |
2368 2nd Ave, San Diego, CA 92101 |
|
61932xxxx6 |
ana***@g**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
|
|
|
|
|
|
163 |
|
179 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Campbell Wealth Advisors |
285 N El Camino Real Ste 215, Encinitas, CA 92024 |
|
76048xxxx8 |
car**@c*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jacqueline Barraza - Clear Mortgage Capital |
2371 Fenton St Ste 210 Chula Vista, CA 91914 |
|
72062xxxx5 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Copley Financial Group |
2650 Camino Del Rio N Ste 350 San Diego, CA 92108 |
|
61929xxxx8 |
fin*************************@d***.jewellaprivacy |
|
|
4.4 |
7 |
|
|
|
|
179 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David A Lopez-Wealth Financial Advisor |
4180 La Jolla Village Dr, La Jolla, CA 92037 |
|
40843xxxx4 |
aab****@b************.com |
|
|
|
|
|
|
40893 |
181 |
41000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advanced Wealth Planning |
3655 Nobel Dr Ste 100, San Diego, CA 92122 |
|
85820xxxx6 |
inf*@r*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Highlands Wealth Advisors |
9920 Pacific Heights Blvd, San Diego, CA 92121 |
|
85879xxxx4 |
inf*@h**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor David A Reicks |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx9 |
dom*****************@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Osaic Wealth, Inc. |
4225 Executive Sq Ste 120, La Jolla, CA 92037 |
|
85845xxxx0 |
dma****@o**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thomas Trax |
2221 Camino Del Rio S Ste 307 San Diego, CA 92108 |
|
61946xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Health and Wealth Inc. |
864 Grand Ave Ste 224 Ste 224, San Diego, CA 92109 |
|
85833xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ITWS Financial Services |
8330 Allison Ave Ste E La Mesa, CA 91942 |
|
61959xxxx4 |
inf*@i********************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Professional Business Coach and Life Coaching |
6351 Alexandri Cir, Carlsbad, CA 92011 |
|
76093xxxx4 |
alf**********@g*************.com |
5 |
7 |
5 |
27 |
|
|
1540 |
55 |
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mortgage Goat |
2575 University Ave San Diego, CA 92104 |
|
61998xxxx0 |
con****@m***********.com |
5 |
11 |
5 |
7 |
|
|
33 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Advisors Inc |
16909 Via De Santa Fe #202, Rancho Santa Fe, CA 92067 |
|
85848xxxx8 |
ajo***@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Satori Wealth Management Inc |
4660 La Jolla Village Drive Suite 100, San Diego, CA 92122 |
|
61930xxxx3 |
dan*********@s***********.com |
|
|
|
|
|
|
|
|
117 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Design Wealth Advisors |
4250 Executive Sq, La Jolla, CA 92037 |
|
85855xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sztrom Wealth Management Inc |
3790 Via De La Valle Ste 211, Del Mar, CA 92014 |
|
85825xxxx4 |
dav**@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bookkeeping And Tax Pros |
401 W A St Ste 200 San Diego, CA 92101 |
|
61972xxxx9 |
mea***********@g****.com |
5 |
7 |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Schindler Wealth Management Inc |
7777 Alvarado Rd, La Mesa, CA 91942 |
|
61966xxxx9 |
inf*@s**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego Financial Advisor - Platt Wealth Management |
3838 Camino Del Rio N Unit 365, San Diego, CA 92108 |
|
61925xxxx4 |
inf*@p******.com |
5 |
2 |
|
|
|
|
114 |
|
126 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CFG Wealth Management |
4370 La Jolla Village Dr Ste 630, San Diego, CA 92122 |
|
85855xxxx0 |
ale**********@c*****.com |
4.6 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DAS Wealth Management Group |
12651 High Bluff Dr Ste 250, San Diego, CA 92130 |
|
31037xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17507 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Surplus safeguard solutions |
601 E Palomar St Ste C Chula Vista, CA 91911 |
|
61921xxxx1 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Justin Sean Raymond Tipp-JPMorgan Wealth Management |
1280 4th Ave, San Diego, CA 92101 |
|
61933xxxx7 |
acc*****@u*******.jpmorgan |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grigg Financial Group |
3111 Camino Del Rio N Ste 430 San Diego, CA 92108 |
|
85835xxxx3 |
adm**@g******************.com |
|
|
4.8 |
42 |
|
|
|
|
251 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Haus |
1253 University Ave Ste 1002 San Diego, CA 92103 |
|
61999xxxx1 |
edg**@t***************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Citi Personal Wealth Management |
8813 Villa La Jolla Dr, La Jolla, CA 92037 |
|
85832xxxx7 |
ash************@c***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MEG International Counsel |
4364 Bonita Rd Ste 274 Bonita, CA 91902 |
|
61942xxxx0 |
aga******@m*********.com |
|
|
|
|
|
|
104 |
|
108 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scripps Wealth Management |
9915 Mira Mesa Blvd, San Diego, CA 92131 |
|
85827xxxx8 |
ben*****@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BluePrint Wealth Partners |
333 University Ave Ste 200 Sacramento, CA 95825 |
|
91697xxxx2 |
cor*@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| La Jolla Wealth Management |
888 Prospect St, La Jolla, CA 92037 |
|
85858xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthBridge Insurance Solutions |
8775 Aero Dr Ste 138 San Diego, CA 92123 |
|
61929xxxx0 |
ali****@w********************.com |
|
|
2 |
1 |
|
|
275 |
|
268 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advanced Wealth Planning |
5531 Cancha De Golf, Rancho Santa Fe, CA 92091 |
|
85820xxxx6 |
inf*@r*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Legacy Group, Inc. |
4540 Kearny Villa Rd Ste 202, San Diego, CA 92123 |
|
85827xxxx0 |
car***@w****************.com |
5 |
15 |
|
|
|
|
38 |
7 |
39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wfa Wealth Managers |
3170 4th Ave, San Diego, CA 92103 |
|
61949xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Millionaire Wealth Builders |
PO Box 3454, San Diego, CA 92163 |
|
61967xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Concert Wealth Management |
12520 High Bluff Dr Ste 312, San Diego, CA 92130 |
|
85879xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth in Wellness |
8865 Spectrum Center Blvd, San Diego, CA 92123 |
|
85833xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Overland-Shanahan Wealth |
12520 High Bluff Dr, San Diego, CA 92130 |
|
85879xxxx7 |
mic*************@l**.com |
|
|
|
|
|
|
159 |
|
158 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Blueprint Wealth Partners BLPR |
2525 Camino Del Rio S, San Diego, CA 92108 |
|
61979xxxx2 |
cor*@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego Wealth Management Group - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx0 |
abb*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cross Border Wealth Advisors |
302 Washigton St Ste 150-8488 San Diego, CA 92103 |
|
61933xxxx2 |
ger**********@p*********.is |
|
|
5 |
3 |
|
|
|
|
199 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sanya Mulhern - RBC Wealth Management Branch Director |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx2 |
bri*********@r**.com |
|
|
|
|
|
|
|
|
231 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| L & L Tax Services |
9019 Park Plz Dr, La Mesa, CA 91942 |
|
61946xxxx0 |
|
5 |
5 |
4.9 |
51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sikorski Wealth Management |
3435 Camino Del Rio S Ste 209 San Diego, CA 92108 |
|
61936xxxx7 |
ale*@s*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| For Purpose Law Group |
408 Nutmeg St, San Diego, CA 92103 |
|
61978xxxx9 |
|
4.7 |
33 |
4.8 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Driven Wealth Management |
San Diego, CA 92107 |
|
61963xxxx0 |
dri*********@p*********.is |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Orlando O Spencer |
5694 Mission Center Rd Ste 602-327 San Diego, CA 92108 |
|
61948xxxx1 |
adm**@o*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Hyldahl Wealth Management Group-UBS Financial Services Inc |
17180 Rancho Bernardo Center, San Diego, CA 92128 |
|
85852xxxx3 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Lawyer In Blue Jeans Group |
3990 Old Town Ave Ste A-102 San Diego, CA 92110 |
|
61968xxxx5 |
ada*@l****************.com |
4.4 |
39 |
4.4 |
54 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vista del Mar Wealth Management |
7220 Trade St Ste 134, San Diego, CA 92121 |
|
85820xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
5464 Grossmont Center Dr, La Mesa, CA 91942 |
|
61966xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Waterfront Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
61955xxxx7 |
ber*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Anthony Artero Ethos Wealth CFP |
11545 W Bernardo Ct, San Diego, CA 92127 |
|
85848xxxx2 |
aar****@e**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heil Wealth Management |
10620 Treena St, San Diego, CA 92131 |
|
61929xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marquis Wealth Group |
5360 Jackson Dr Ste 220 La Mesa, CA 91942 |
|
61932xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Todd Financial & Insurance Services |
7676 Hazard Center Dr Ste 1050 San Diego, CA 92108 |
|
85886xxxx0 |
apr**@t************.com |
|
|
4.7 |
7 |
|
|
|
|
52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andre Enriques Mortgage Banker - VA Loan Expert |
891 Kuhn Dr, Ste 204 Chula Vista, CA 91914 |
|
61920xxxx9 |
and*********@s********.net |
5 |
151 |
5 |
44 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alan Beilstein - State Farm Insurance Agent |
2333 Fletcher Pkwy El Cajon, CA 92020 |
|
61969xxxx7 |
aar***************@s********.com |
5 |
3 |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Woodson Wealth Management |
1672 Main St Ste E PMB 155, Ramona, CA 92065 |
|
85892xxxx0 |
inf*@w********.com |
|
|
|
|
|
|
190 |
57 |
217 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robinson Wealth Management of Raymond James |
8910 University Center Ln Ste 600, San Diego, CA 92122 |
|
85832xxxx1 |
aar************@r***********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Planning Consultants |
1450 Frazee Rd Ste 308 San Diego, CA 92108 |
|
61929xxxx4 |
aud****@f***************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Preservation, LLC |
580 2nd St, Encinitas, CA 92024 |
|
76047xxxx0 |
dav*@w********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tanner Carter - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bradley Wealth |
350 10th Ave, San Diego, CA 92101 |
|
61951xxxx0 |
ale*@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| La Jolla, CA Private Wealth Management - UBS Financial Services Inc. |
1200 Prospect St Ste 500, La Jolla, CA 92037 |
|
80023xxxx8 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa Fe' Wealth Management, Inc. |
5755 Oberlin Dr Ste 301, San Diego, CA 92121 |
|
61997xxxx3 |
has*****@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Accurate Reverse Mortgage Corp |
4025 Camino Del Rio S Ste 339 San Diego, CA 92108 |
|
61929xxxx0 |
joh*@a**************.com |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Platinum Wealth Partners |
160 Chesterfield Dr Ste 102, Cardiff By The Sea, CA 92007 |
|
76045xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Courtney Breen |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx3 |
dom*****************@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank - Wealth Management Banker: Ronza Ramo |
1201 5th Ave, San Diego, CA 92101 |
|
61922xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Golden Compass Wealth Advisers |
16476 Bernardo Center Dr Ste 100, San Diego, CA 92128 |
|
85848xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Seaport Wealth Management |
4025 Camino Del Rio S, San Diego, CA 92108 |
|
85845xxxx0 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
581528 |
|
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego Tax And Wealth Management |
7777 Alvarado Rd, La Mesa, CA 91942 |
|
61969xxxx2 |
aco*@r************.com |
|
|
|
|
|
|
2997 |
28 |
3600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thi Menher & Associates Insurance Agency |
2535 Camino Del Rio S Ste 255 San Diego, CA 92108 |
|
61989xxxx7 |
adm**@t********.com |
5 |
3 |
5 |
6 |
|
|
30 |
2 |
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Marketing |
1133 Columbia St Ste 102, San Diego, CA 92101 |
|
61954xxxx0 |
inf*@k**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Yuva Wealth Planning |
440 Stevens Ave, Solana Beach, CA 92075 |
|
85827xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Total Wealth Management |
8880 Rio San Diego Dr Ste 350 San Diego, CA 92108 |
|
61970xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scripps Wealth Management |
9909 Mira Mesa Blvd., Ste 230, San Diego, CA 92131 |
|
85827xxxx8 |
ben*****@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Pointe Wealth Advisors |
11622 El Camino Real, San Diego, CA 92130 |
|
85876xxxx8 |
aba*****@b***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
4365 Executive Dr Ste 800, San Diego, CA 92121 |
|
85864xxxx0 |
aal*******@m************.com |
|
|
|
|
|
|
113366 |
3115 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hemp Health and Wealth |
|
|
70748xxxx7 |
c@p**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Field Wealth Management Group - CLOSED |
171 Saxony Rd Ste 112, Encinitas, CA 92024 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CRB Wealth Management |
12625 High Bluff Dr, San Diego, CA 92130 |
|
85843xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Navigation Advisors |
6265 Greenwich Dr Suite 251, San Diego, CA 92122 |
|
85848xxxx9 |
aen******@w***********************.com |
5 |
3 |
|
|
|
|
65 |
|
66 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Taxlana |
4950 Waring Rd Ste 8 San Diego, CA 92120 |
|
61960xxxx7 |
inf*@t******.com |
|
|
4.9 |
180 |
|
|
741 |
11 |
737 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joy Suzanne Hunt, Financial Coach |
Temecula, CA 92592 |
|
76055xxxx8 |
joy@j*************.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RJL Wealth Management |
13520 Evening Creek Dr N, San Diego, CA 92128 |
|
80064xxxx0 |
car****@l*******.com |
|
|
|
|
|
|
622 |
21 |
690 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lucas Mendoza Wealth Advisors |
9865 Businesspark Ave Ste D, San Diego, CA 92131 |
|
61924xxxx2 |
ian*****@g************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hoehner Wealth Management |
5230 Carroll Canyon Rd Ste 214, San Diego, CA 92121 |
|
85836xxxx7 |
hoe*****@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Guillermo Ramirez |
1745 Eastlake Pkwy Ste 104, Chula Vista, CA 91915 |
|
61940xxxx9 |
ale************@u*****.com |
|
|
|
|
|
|
345344 |
5428 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cashuk Wiseman Goldberg Birnbaum Salem Cpa’s |
2851 Camino Del Rio S Ste 410 San Diego, CA 92108 |
|
61956xxxx5 |
a.b*******@c*****.com |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manning Wealth Management |
401 B St Ste 2300, San Diego, CA 92101 |
|
61923xxxx7 |
ann*@m********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lawrence Andrews - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx1 |
law****************@r**.com |
|
|
|
|
|
|
|
|
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steven Lewis - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx8 |
ste*********@r**.com |
|
|
|
|
|
|
14716 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Planning Within Reach |
550 West B Street 4th, San Diego, CA 92101 |
|
61956xxxx6 |
bob@p******************.com |
|
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Autism Society San Diego Chapter |
3900 5th Ave San Diego, CA 92103 |
|
61929xxxx1 |
|
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Macdonald CPA |
2165 San Diego Ave Ste 206 San Diego, CA 92110 |
|
85833xxxx0 |
inf*@m***********.com |
|
|
5 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mantz Wealth Management Group |
3111 Camino Del Rio N Ste 400, San Diego, CA 92108 |
|
94952xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
111 Prospect St, La Jolla, CA 92037 |
|
85845xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Coast Private Wealth - Ameriprise Financial Services |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
aku**********@a***.com |
|
|
|
|
|
|
194 |
|
201 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Advocacy |
|
|
85586xxxx1 |
bri**@w*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Advisors Inc. |
16909 Via De Santa Fe Ste 202, Rancho Santa Fe, CA 92067 |
|
85848xxxx8 |
a.j****@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JG Wealth Management |
2305 Historic Decatur Rd Ste 100 San Diego, CA 92106 |
|
61978xxxx2 |
ann@j****.com |
|
|
|
|
|
|
|
|
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prospect Wealth Partners - UBS Financial Services Inc. |
1200 Prospect St Ste 100, La Jolla, CA 92037 |
|
85872xxxx7 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
3550 Camino Del Rio N Ste 100 San Diego, CA 92108 |
|
61950xxxx7 |
dns*****@a***.com |
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NSHD Wealth Strategies Group |
10616 Scripps Summit Ct, San Diego, CA 92131 |
|
85879xxxx0 |
aal*************@m********************.com |
|
|
|
|
|
|
|
15 |
4400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trifecta Wealth Management |
12636 High Bluff Dr Ste 400, San Diego, CA 92130 |
|
85870xxxx3 |
cha********@t*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Davis & Seiley Wealth Management |
5400 Connecticut Ave, La Mesa, CA 91942 |
|
61969xxxx4 |
inf*@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego Church of Christ |
3944 Murphy Cayon Rd San Diego, CA 92101 |
|
61985xxxx0 |
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Annuity General |
Serving theChula Vista Area |
|
80033xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hamilton Tharp |
323 N Hwy 101, Solana Beach, CA 92075 |
|
85848xxxx2 |
all********@h*****.com |
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chris Cooper & Company |
4080 Centre St Ste 202 San Diego, CA 92103 |
|
80035xxxx4 |
chr**@c**********.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Watermark Wealth Strategies |
12396 World Trade Dr, San Diego, CA 92128 |
|
85879xxxx2 |
aar********@w**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Premier Wealth Strategies |
1380 Garnet Ave, San Diego, CA 92109 |
|
61927xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ryan Barnhill - Barnhill Wealth Management |
3111 Camino Del Rio N Ste 413 San Diego, CA 92108 |
|
61981xxxx8 |
rya*@b*************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Health & Wealth Incorporated |
655 Tourmaline St, San Diego, CA 92109 |
|
85833xxxx7 |
c18*****************************@s*****.wixpress |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Creative Wealth Strategies |
4660 La Jolla Village Dr Ste 500, San Diego, CA 92122 |
|
85845xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
6002 El Tordo, Rancho Santa Fe, CA 92067 |
|
85838xxxx0 |
ali*************@m*.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
4350 La Jolla Village Dr, San Diego, CA 92122 |
|
85859xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Regency West Insurance |
302 Washington St Ste 821 San Diego, CA 92103 |
|
85869xxxx6 |
jjo**@r*******************.com |
|
|
5 |
7 |
|
|
312 |
|
310 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heritage Wealth Management |
10920 Via Frontera Ste 520, San Diego, CA 92127 |
|
85867xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Davis & Seiley Wealth Management |
5400 Connecticut Ave Ste 100 La Mesa, CA 91942 |
|
61969xxxx4 |
joe@d***********.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cavu Wealth Management |
10001 Maine Ave, Lakeside, CA 92040 |
|
85836xxxx0 |
inf*@c*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SGM Wealth Management - UBS Financial Services Inc. |
1200 Prospect St Ste 100, La Jolla, CA 92037 |
|
85872xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pure Financial Advisors |
3131 Camino Del Rio N Ste 1550 San Diego, CA 92108 |
|
61981xxxx0 |
abb********@p************.com |
|
|
4.6 |
20 |
|
|
|
|
1700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Longhouse Wealth Management |
187 Calle Magdalena STE 103, Encinitas, CA 92024 |
|
76064xxxx0 |
dfe*****@l**********.com |
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bradley Wealth Management |
402 W Broadway, San Diego, CA 92101 |
|
61930xxxx3 |
ale*@b************.com |
|
|
|
|
|
|
|
|
779 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Solomon Wealth Management |
531 Encinitas Blvd Ste 200, Encinitas, CA 92024 |
|
76043xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Home Wealth Financial & Insurance Services |
1651 E Main St Ste 207 El Cajon, CA 92021 |
|
61943xxxx1 |
fir**@h******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christian Reuter - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx7 |
wms**********@r**.com |
|
|
|
|
|
|
14721 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Advanced Wealth Planning - CLOSED |
8910 University Center Ln, San Diego, CA 92122 |
|
|
inf*@r*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cornerstone Wealth Management |
17140 Bernardo Center Dr Ste 206, San Diego, CA 92128 |
|
85867xxxx0 |
ash***@c************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Premier Tax Resolutions, Inc |
2127 Olympic Pkway Ste 1006-202 Chula Vista, CA 91915 |
|
80055xxxx6 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Retirement Services & Wealth Management |
7317 El Cajon Blvd La Mesa, CA 91942 |
|
85833xxxx8 |
cyr*******@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Wealth Management |
11512 El Camino Real #350, San Diego, CA 92130 |
|
85850xxxx7 |
adm**@p********.com |
4.7 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The BIT |
8085 La Mesa Blvd Ste 100 La Mesa, CA 91942 |
|
61966xxxx0 |
|
4.1 |
9 |
4.7 |
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeremy Pursch - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx8 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Manager Group |
3131 Camino Del Rio N Ste 1670, San Diego, CA 92108 |
|
61957xxxx6 |
inf*@b***********.com |
|
|
|
|
|
|
228 |
36 |
234 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| STF Wealth Management |
5465 Morehouse Dr Ste 160, San Diego, CA 92121 |
|
61943xxxx0 |
joh*******@s********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Capital & Equity |
1177 La Vida Ct Chula Vista, CA 91915 |
|
61979xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jsmd Wealth Management |
417 Hickoryhill Dr, Encinitas, CA 92024 |
|
63177xxxx7 |
a.n*****@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Schrager - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx0 |
dav***********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth & Wisdom Partners |
3517 Camino Del Rio S Ste 410 San Diego, CA 92108 |
|
61952xxxx0 |
ago*****@w***.com |
3 |
2 |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Banker Wealth & Insurance Services |
3655 Columbia St San Diego, CA 92103 |
|
61923xxxx9 |
car****@b***********.com |
|
|
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vail Private Wealth |
16935 W Bernardo Dr Ste 239, San Diego, CA 92127 |
|
85825xxxx0 |
pau**********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Donnelly Wealth Advisors |
5151 Shoreham Pl, San Diego, CA 92122 |
|
85862xxxx9 |
awe****@d*****.com |
|
|
|
|
|
|
1144 |
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Rescue Strategies |
7848 Ivanhoe Ave, La Jolla, CA 92037 |
|
85845xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pathlight Wealth Management |
17085 Via Del Campo, San Diego, CA 92127 |
|
85843xxxx0 |
rob***********@p**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Enhancement Group |
120 C Ave Ste 170, Coronado, CA 92118 |
|
61955xxxx0 |
aba****@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Best Team Tax and Financial |
8680 Navajo Rd Ste 106 San Diego, CA 92119 |
|
61969xxxx1 |
bes********@o******.com |
|
|
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beyond Wealth |
16236 San Dieguito Rd, Rancho Santa Fe, CA 92091 |
|
85883xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rockwell Private Wealth Management |
1643 6th Ave Apt 105, San Diego, CA 92101 |
|
61934xxxx0 |
inf*@k**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investment Placement Group |
350 10th Ave Ste 1150 San Diego, CA 92101 |
|
61932xxxx0 |
abr****@i********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Immanuel & AnG’s Financial Services |
374 E H St Ste A-665 Chula Vista, CA 91910 |
|
83393xxxx0 |
ang@i************************.com |
|
|
|
|
|
|
121 |
|
125 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
12830 El Camino Real, San Diego, CA 92130 |
|
85867xxxx0 |
ban********************@m*.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Epperson & Co |
La Mesa, CA 91942 |
|
61960xxxx4 |
|
5 |
7 |
4.7 |
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego Business Advisors |
3517 Camino Del Rio S Ste 200 San Diego, CA 92108 |
|
61929xxxx6 |
aki*@s*******.com |
|
|
4.8 |
27 |
|
|
626 |
87 |
610 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| International Wealth Solutions |
9885 Mesa Rim Rd Su ite 128, San Diego, CA 92121 |
|
85878xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CSJ Wealth Management |
135 S Sierra Ave, Solana Beach, CA 92075 |
|
85835xxxx5 |
adm***********@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sierra Pacific Wealth Management |
440 Stevens Ave, Rancho Santa Fe, CA 92067 |
|
85852xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Premier Wealth Advisory |
12531 High Bluff Dr, San Diego, CA 92130 |
|
85863xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Radia Hunter - Private Wealth Advisor, Ameriprise Financial Services |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
aly****************@a***.com |
|
|
|
|
|
|
193 |
|
200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wordpress Websites, SEO, PPC and Digital Marketing |
Hemet, CA 92540 |
|
95129xxxx5 |
cc2*************************************@w*****************.com |
|
|
5 |
7 |
|
|
|
|
277 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kohn Wealth Management |
440 Stevens Ave, Solana Beach, CA 92075 |
|
76063xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hunter Lyle W Financial Services |
5012 Central Ave, Bonita, CA 91902 |
|
61926xxxx0 |
|
|
|
4.6 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MTG Wholesale |
928 Fort Stockton Dr Ste 207 San Diego, CA 92103 |
|
61998xxxx0 |
inf*@m***********.com |
5 |
3 |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Willow Cove Ins & Wealth SVC |
2824 Mobley St, San Diego, CA 92123 |
|
85840xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Asha Mankowska |
1281 9th Ave, San Diego, CA 92101 |
|
61947xxxx2 |
|
|
|
5 |
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rachel Paulin - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx2 |
rbc*********@r**.com |
|
|
|
|
|
|
12386 |
|
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jim Lynch - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx4 |
jim******@r**.com |
|
|
|
|
|
|
11 |
|
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Maria De. J. Aguilar |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx9 |
dom*****************@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Curran Robertson - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx4 |
law****************@r**.com |
|
|
|
|
|
|
|
|
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Laureate Center For Wealth |
3636 Nobel Dr, San Diego, CA 92122 |
|
85820xxxx9 |
con****@s**********.org |
|
|
|
|
|
|
379 |
72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Woodbury Wealth |
12395 World Trade Dr, San Diego, CA 92128 |
|
85825xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brian Neault - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx5 |
bri*********@r**.com |
|
|
|
|
|
|
|
|
231 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evergreen Wealth Management |
7852 Ivanhoe Ave, La Jolla, CA 92037 |
|
85845xxxx1 |
hel**@e************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Analytics Inc |
1042 N El Camino Real, Encinitas, CA 92024 |
|
85835xxxx6 |
fst*****@g********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pacific Wealth Insurance Solutions |
5752 Oberlin Dr Ste 106, San Diego, CA 92121 |
|
85895xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| FSI Wealth Management |
1455 Frazee Rd Ste 804, San Diego, CA 92108 |
|
61968xxxx4 |
dar***@f********.net |
|
|
|
|
|
|
248 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Huntley Wealth Insurance |
4849 Ronson Ct, San Diego, CA 92111 |
|
85869xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Debt Wealth Builders |
3905 National Ave, San Diego, CA 92113 |
|
76027xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Legal Assistants of San Diego County |
270 E Douglas Ave, El Cajon, CA 92020 |
|
61944xxxx8 |
c18*****************************@s*****.wixpress |
4.7 |
29 |
4.8 |
75 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategic Wealth Associates |
3131 Camino Del Rio N, San Diego, CA 92108 |
|
85869xxxx1 |
ago****@s********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dawson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
61955xxxx2 |
abb*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Preservation |
6367 Calle Ponte Bella, Rancho Santa Fe, CA 92091 |
|
85836xxxx3 |
bre***@w********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rancho Private Wealth, Inc |
5531 Cancha De Golf, Rancho Santa Fe, CA 92091 |
|
85820xxxx6 |
inf*@r*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bernstein Global Wealth Management |
4365 Executive Dr, San Diego, CA 92121 |
|
85881xxxx0 |
aak********@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Weissler Law Group |
1011 Camino Del Rio S Ste 420 San Diego, CA 92108 |
|
61928xxxx8 |
jan***@w**************************.com |
|
|
4.1 |
12 |
|
|
377 |
7 |
377 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Money Property Inc. |
355 3rd Ave #101, Chula Vista, CA 91910 |
|
61942xxxx7 |
inf*@m***************.com |
3.9 |
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Preservation, LLC |
12520 High Bluff Dr Suite 360, San Diego, CA 92130 |
|
85836xxxx3 |
dav*@w********************.com |
5 |
3 |
|
|
|
|
408 |
2 |
397 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Apex Wealth Advisors |
16496 Bernardo Center Dr, San Diego, CA 92128 |
|
85867xxxx0 |
jsm***@a*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nautica Wealth Advisors |
11440 W Bernardo Ct Ste 290, San Diego, CA 92127 |
|
85825xxxx0 |
inf*@n*********.net |
4.5 |
2 |
|
|
|
|
422 |
|
426 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Santa FE Wealth Management Inc Donald Haskell - CLOSED |
5075 Shoreham Pl Ste 200, San Diego, CA 92122 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Reilly Financial Advisors |
7777 Alvarado Rd Ste 116 La Mesa, CA 91942 |
|
61969xxxx4 |
and*******@r********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Creative Wealth Strategies |
11545 W Bernardo Ct, San Diego, CA 92127 |
|
85845xxxx6 |
a.j****@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gam Wealth Management |
9340 Fuerte Dr, La Mesa, CA 91941 |
|
61933xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cardiff Reef Wealth Management |
1115 Wales Pl, Cardiff By The Sea, CA 92007 |
|
76043xxxx9 |
inv***@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Transfer Planning |
550 2nd St Ste 201, Encinitas, CA 92024 |
|
76023xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Sandra Goins |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx7 |
dom*****************@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
4365 Executive Dr, San Diego, CA 92121 |
|
85867xxxx0 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chrysalis Wealth Partners - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx7 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Taylor Family Wealth Management - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DST Wealth Management |
5812 Stadium St, San Diego, CA 92122 |
|
85844xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clavel Law |
750 B St Ste 2510 San Diego, CA 92101 |
|
90953xxxx0 |
jdo****@c********.com |
|
|
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Casiano Law Firm |
4420 Hotel Circle Ct Ste 355 San Diego, CA 92108 |
|
61980xxxx0 |
|
4.6 |
10 |
4.3 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Natalia Peters - Private Wealth Advisor, Ameriprise Financial Services |
4655 Executive Dr Ste 300, San Diego, CA 92121 |
|
80895xxxx4 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lutz Wealth Advisors |
7777 Alvarado Rd Ste 314, La Mesa, CA 91942 |
|
61930xxxx5 |
deb**@l*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J2x Wealth Advisors |
1380 El Cajon Blvd, El Cajon, CA 92020 |
|
61931xxxx5 |
inf*@j********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Solaris Wealth |
12975 Brookprinter Pl, Poway, CA 92064 |
|
85866xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Transparent Mortgage |
San Diego, CA 92117 |
|
61988xxxx6 |
bho****@t**********.com |
|
|
5 |
142 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Integrated Financial Concepts |
2525 Camino Del Rio S Ste 320 San Diego, CA 92108 |
|
61922xxxx7 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heritage Tax And Insurance Services |
2650 Camino Del Rio N Ste 350 San Diego, CA 92108 |
|
61929xxxx0 |
her******************************@d***********************.com |
|
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Hector Penalosa |
410 H St, Chula Vista, CA 91910 |
|
61965xxxx5 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tricia Bothmer - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx0 |
tri***********@r**.com |
|
|
|
|
|
|
|
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Senior Wealth Planning Institute |
11245 W Bernardo Ct, San Diego, CA 92127 |
|
85861xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morse Wealth Management |
5520 Wellesley St, La Mesa, CA 91942 |
|
61971xxxx0 |
car**********@m******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JKL Wealth Management |
731 S Highway 101, Solana Beach, CA 92075 |
|
85870xxxx0 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Go Green Financial Group |
350 10th Ave Ste 1000 San Diego, CA 92101 |
|
86662xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bull Oak |
16236 San Dieguito Rd Ste 4-22 Rancho Santa Fe, CA 92091 |
|
85899xxxx0 |
bul********@c*************.com |
|
|
4.9 |
55 |
|
|
199 |
36 |
205 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tamara Galchenko Huey - Private Wealth Advisor, Ameriprise Financial Services |
3550 Camino Del Rio N Ste 100, San Diego, CA 92108 |
|
61950xxxx7 |
arw***@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Huntley Wealth Insurance |
6852 Deep Valley Rd San Diego, CA 92120 |
|
87744xxxx7 |
|
|
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Griffin Jimenez |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx3 |
aar**********@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andreasen Gleeson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
61955xxxx3 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Yenor & Associates |
3914 Murphy Canyon Rd Ste 242 San Diego, CA 92123 |
|
85856xxxx1 |
dav*@y*****************.com |
|
|
4.6 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peterson Wealth Management |
8730 Creekwood Ln, San Diego, CA 92129 |
|
85848xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Financial Life Insurance Services Inc |
4225 Executive Sq Ste 1060, La Jolla, CA 92037 |
|
85845xxxx0 |
ars*@w*****.com |
|
|
|
|
|
|
227 |
45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Ashley Gonzalez, CEPA® |
690 Otay Lakes Rd Suite 200, Chula Vista, CA 91910 |
|
61975xxxx8 |
a.j*********@e**********.com |
5 |
4 |
|
|
|
|
86221 |
|
96000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Checkmate |
459 Broadway Ste. B, Chula Vista, CA 91910 |
|
61940xxxx6 |
azl****@c************.com |
4.5 |
40 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Be Organizing |
San Diego, CA 92103 |
|
85848xxxx6 |
ale*@b***********.com |
|
|
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Health Wealth Relationships |
5173 Brighton Ave Unit 5, San Diego, CA 92107 |
|
85843xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Laurel Wealth Advisors |
8008 Girard Ave Ste 330, La Jolla, CA 92037 |
|
85895xxxx4 |
b.l*****@l*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Management Sentinel Wealth |
7801 Mission Center Ct, San Diego, CA 92108 |
|
61991xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wisdom Wealth Management - Ameriprise Financial Services |
13520 Evening Creek Dr N Ste 110, San Diego, CA 92128 |
|
85879xxxx8 |
deb***********@a***.com |
|
|
|
|
|
|
163 |
|
179 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth & Wisdom Partners |
3517 Camino Del Rio S, San Diego, CA 92108 |
|
61952xxxx0 |
ann@w***.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services |
12626 High Bluff Dr Ste 450, San Diego, CA 92130 |
|
85869xxxx6 |
aly****************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Insurance |
6650 Flanders Dr, San Diego, CA 92121 |
|
85845xxxx0 |
jas**@i*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Signature Social Marketing Consulting |
San Diego, CA 92108 |
|
61935xxxx4 |
|
|
|
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Family and Business Wealth Group - UBS Financial Services Inc. |
12220 El Camino Real Ste 400, San Diego, CA 92130 |
|
85894xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Venture Mortgage- Schellhase Team |
San Diego, CA 92101 |
|
61943xxxx3 |
|
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Canter Wealth |
7825 Fay Ave Ste 140, La Jolla, CA 92037 |
|
85881xxxx0 |
aco*@c***********.com |
5 |
63 |
|
|
|
|
482 |
17 |
496 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Enterprise Bank & Trust |
530 Broadway Chula Vista, CA 91910 |
|
61942xxxx0 |
aab*************@e*************.com |
|
|
4.4 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kristyn Caetano Business Coaching & Consulting |
2801 4th Ave San Diego, CA 92103 |
|
61997xxxx4 |
hel**@k*************.com |
|
|
5 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Citi Personal Wealth Management |
7911 Herschel Ave, La Jolla, CA 92037 |
|
85845xxxx6 |
ale*********@c***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Eric Hutz |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx6 |
aar**********@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Golden Compass Wealth Advisers |
16885 Via Del Campo Ct, San Diego, CA 92127 |
|
85848xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rich Rupp Wealth Advisory |
162 S Rancho Santa Fe Rd, Encinitas, CA 92024 |
|
76063xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peter Dold - Private Wealth Advisor, Ameriprise Financial Services |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
|
85876xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WFA Wealth Managers |
3170 Fourth Ave Fl 3 San Diego, CA 92103 |
|
61949xxxx5 |
inf*@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Exclusive Wealth Planning |
1205 Prospect St, La Jolla, CA 92037 |
|
85845xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gibson Wealth Management Inc |
12340 El Camino Real, San Diego, CA 92130 |
|
84424xxxx4 |
hel**@s********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
7510 Hazard Center Dr Ste 407 San Diego, CA 92108 |
|
61957xxxx0 |
ej.********@s*****.com |
|
|
3.1 |
13 |
|
|
646512 |
209 |
657000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aloha Wealth Partners |
445 Marine View Ave, Del Mar, CA 92014 |
|
85835xxxx4 |
alo**@a******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Document People |
3166 Midway Dr Ste 103 San Diego, CA 92110 |
|
61925xxxx0 |
ana****@d*************.net |
|
|
5 |
9 |
|
|
|
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jeff Fink - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx0 |
bri*********@r**.com |
|
|
|
|
|
|
|
|
231 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manning Wealth Management Inc |
401 B St, San Diego, CA 92101 |
|
61923xxxx7 |
ann*@m********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morrison Wealth Management |
7290 Navajo Rd Ste 211, San Diego, CA 92119 |
|
61956xxxx0 |
kir***********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Leo Schad - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx5 |
rbc*********@r**.com |
|
|
|
|
|
|
14721 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Axiom Advisory |
750 B St Ste 1610 San Diego, CA 92101 |
|
61929xxxx8 |
hel**@a************.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Crabb Tax Services |
591 Telegraph Canyon Rd Ste 313 Chula Vista, CA 91910 |
|
61994xxxx2 |
cra**************@c**.net |
|
|
4.7 |
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Law Offices of Steven M Bishop |
591 Camino De La Reina Ste 700 San Diego, CA 92108 |
|
61929xxxx0 |
ste**@s************.com |
|
|
3.1 |
41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Excel Wealth Management - UBS Financial Services Inc. |
17180 Rancho Bernardo Center Suite 100, San Diego, CA 92128 |
|
85852xxxx2 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JAG Financial Group |
1901 First Ave Ste 199 San Diego, CA 92101 |
|
61980xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Andrew Norolahi - Private Wealth Advisor, Ameriprise Financial Services |
6725 Mesa Ridge Rd Ste 200, San Diego, CA 92121 |
|
85867xxxx6 |
and**************@a***.com |
|
|
|
|
|
|
57 |
|
57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Navy Federal Credit Union |
2400 Historic Decatur Rd Ste 101 San Diego, CA 92106 |
|
88884xxxx8 |
amy***********@n**********.org |
|
|
1.8 |
152 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Western Wealth Management |
7114 Convoy Ct, San Diego, CA 92111 |
|
85856xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - San Diego |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx0 |
joh*******@c*.rbcwealthmanagement |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bjurstrom Wealth Management |
12396 World Trade Dr Ste 310, San Diego, CA 92128 |
|
85848xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MJS Tax Services |
2525 Camino Del Rio S Ste 345 San Diego, CA 92108 |
|
61998xxxx8 |
dds**********@g****.com |
|
|
4.9 |
38 |
|
|
|
4 |
69 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prosperity Private Wealth |
550 W Date St Ste 609 San Diego, CA 92101 |
|
61967xxxx2 |
dma*****@p***********.com |
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alexander & Associates |
2535 Kettner Blvd Ste 3A2 SAN DIEGO, CA 92101 |
|
85837xxxx5 |
adu********@a*********************.law |
5 |
2 |
5 |
4 |
|
|
128 |
|
130 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ruibal Wealth Management Corp |
7150 Rock Valley Ct, San Diego, CA 92122 |
|
61955xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Management | U.S. Bank |
530 B St Ste 2400, San Diego, CA 92101 |
|
80069xxxx5 |
aar************@u*****.com |
|
|
|
|
|
|
345614 |
5351 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LPL Financial - Flickinger & Bauchmann |
7863 La Mesa Blvd Ste 203 La Mesa, CA 91942 |
|
61974xxxx5 |
fb8****@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Alliance |
1870 Cordell Ct Ste 106, El Cajon, CA 92020 |
|
61963xxxx5 |
boi****@w*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Innovent Law |
2372 Morse Ave Ste 147 Irvine, CA 92614 |
|
94942xxxx2 |
adm**@k******.com |
|
|
4.8 |
41 |
|
|
419 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lance Pelky & Associates |
3550 Camino Del Rio N Ste 101 San Diego, CA 92108 |
|
61928xxxx8 |
lan***@p****.com |
|
|
5 |
3 |
|
|
151 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Manager Group |
3131 Camino Del Rio N Ste 1650 San Diego, CA 92108 |
|
61957xxxx6 |
a.b*****@w********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J G Wealth Management |
2305 Historic Decatur Rd, San Diego, CA 92106 |
|
61978xxxx2 |
ann@j****.com |
|
|
|
|
|
|
1119 |
|
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Wealth Management Ltd |
12220 El Camino Real, San Diego, CA 92130 |
|
85894xxxx2 |
acc***************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SMIB Management |
8330 Allison Ave, Ste E, La Mesa, CA 91942 |
|
61990xxxx4 |
all**@s*************.com |
|
|
3.5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Linkous Group, Inc. |
5575 Baltimore Dr Ste 105 PMB 201 La Mesa, CA 91942 |
|
61958xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fiduciary Wealth Management: Your Dedicated Fiduciary |
401 B St UNIT 2300, San Diego, CA 92101 |
|
84475xxxx3 |
inf*@y*********************.com |
|
|
|
|
|
|
404 |
|
397 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heil Wealth Management |
1333 Camino Del Rio S Ste 308 San Diego, CA 92108 |
|
61929xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DiversyFund |
750 B St San Diego, CA 92101 |
|
85843xxxx8 |
abo******@d**********.com |
|
|
1.4 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tax Plan To Wealth |
884 Eastlake Pkwy Ste 1629, Chula Vista, Ca 91914 |
|
61993xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management |
7777 Alvarado Rd La Mesa, CA 91941 |
|
61946xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth |
8880 Rio San Diego Dr Fl 8 San Diego, CA 92108 |
|
61933xxxx6 |
ach****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Financial |
8880 Rio San Diego Dr San Diego, CA 92108 |
|
61951xxxx4 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Thompson Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
61955xxxx4 |
abb*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Moses Financial |
2247 San Diego Ave San Diego, CA 92110 |
|
61954xxxx8 |
|
|
|
4.3 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Sense Wealth Management |
10809 Thornmint Rd Fl 2, San Diego, CA 92127 |
|
85848xxxx9 |
ang*********@f*************.com |
|
|
|
|
|
|
3154 |
3 |
3100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Cooke Law Firm |
2468 Historic Decatur Rd Ste 140 San Diego, CA 92106 |
|
80023xxxx4 |
chr**@t************.com |
|
|
3 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| A. Morrell Insurance Agency |
Chula Vista, CA 91915 |
|
61973xxxx7 |
hel**@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hearthstone Wealth Management |
12555 High Bluff Dr, San Diego, CA 92130 |
|
85879xxxx2 |
con******@a********.com |
|
|
|
|
|
|
|
14 |
149 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Elhoff Wealth Strategies |
1303 Ynez Pl Coronado, CA 92118 |
|
61943xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego County Credit Union |
6145 El Cajon Blvd Ste 3D San Diego, CA 92115 |
|
87773xxxx8 |
aab********@s****.com |
|
|
2.6 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jack J Landers - Teague Insurance Agency |
4700 Spring St Fl 4 San Diego, CA 91942 |
|
61966xxxx9 |
|
|
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James Legal Group |
5360 Jackson Dr Ste 200 La Mesa, CA 91942 |
|
61956xxxx0 |
kj@j**************.com |
|
|
4.6 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Western Wealth Management |
8322 Clairemont Mesa Blvd Ste 110, San Diego, CA 92111 |
|
85856xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Preservation |
12520 High Bluff Dr, San Diego, CA 92130 |
|
85836xxxx3 |
dav**@w********************.com |
|
|
|
|
|
|
408 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BDM Wealth Management Inc. |
11717 Bernardo Plaza Ct, San Diego, CA 92128 |
|
85867xxxx1 |
bri**@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Sanctum of Horus |
8707 Fletcher Pkwy La Mesa, CA 91942 |
|
61920xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
16644 W Bernardo Dr, San Diego, CA 92127 |
|
85867xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stratos Wealth Partners |
12340 El Camino Real, San Diego, CA 92130 |
|
85835xxxx3 |
aha****@s********************.com |
|
|
|
|
|
|
270 |
|
313 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TC Wealth Management |
12730 High Bluff Dr Ste 160, San Diego, CA 92130 |
|
85863xxxx5 |
dam**********@n**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Allenby Law PC |
2305 Historic Decatur Rd Ste 100 San Diego, CA 92106 |
|
61981xxxx0 |
daw*@a********************.com |
5 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Davis & Seiley Wealth Management |
4710 4th St Ste 100, La Mesa, CA 91941 |
|
61969xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peek Wealth |
7750 El Camino Real Ste 2E, Carlsbad, CA 92009 |
|
76070xxxx0 |
eve***@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
101 W Broadway, San Diego, CA 92101 |
|
61923xxxx7 |
aal*******@m************.com |
|
|
|
|
|
|
113345 |
3099 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WCG Wealth Advisors |
7676 Hazard Center Dr, San Diego, CA 92108 |
|
61954xxxx2 |
a@b********************.com |
|
|
|
|
|
|
664 |
126 |
647 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TSG Wealth Management |
4365 Executive Dr., Suite 1420, San Diego, CA 92121 |
|
85863xxxx0 |
are********@t****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Falkowski Wealth Management Group - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
61955xxxx3 |
acc***************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RJ Patterson Group |
402 West Broadway Ste 2600 San Diego, CA 92101 |
|
85872xxxx0 |
a2p@r***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| B Triggers Wealth |
4740 Mission Gorge Pl Unit 601682, San Diego, CA 92160 |
|
61946xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Continuum Wealth Advisors - UBS Financial Services Inc. |
1200 Prospect St Ste 100, La Jolla, CA 92037 |
|
85872xxxx6 |
abc***@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pat Phelan III - Optify Financial |
845 15th St Ste 103 San Diego, CA 92101 |
|
61959xxxx0 |
fil***@g******.com |
|
|
5 |
1 |
|
|
|
|
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Gensler Group |
120 C Ave Ste 170 Coronado, CA 92118 |
|
61955xxxx0 |
dan@g***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Goal Line Wealth Management |
4275 Executive Sq, La Jolla, CA 92037 |
|
85845xxxx6 |
cur***********@g*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jet Wealth Advisors |
4275 Executive Sq Ste 1030, La Jolla, CA 92037 |
|
85845xxxx3 |
gin*******@j****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Phoenix Private Wealth Management |
10636 Scripps Summit Ct, San Diego, CA 92131 |
|
85865xxxx9 |
bre**@p*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daniel Lu, CPA |
9606 Tierra Grande St Ste 105 San Diego, CA 92126 |
|
85863xxxx1 |
dan***@d**********.com |
|
|
4.7 |
36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buley Wealth Management Group |
9330 Scranton Rd Ste 270, San Diego, CA 92121 |
|
85865xxxx0 |
jam********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gold Path Investment Group, LLC |
2298 Dragonfly St, Chula Vista, CA 91915 |
|
85856xxxx0 |
kgu******@g****.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Wealth |
1455 Frazee Rd, San Diego, CA 92108 |
|
61933xxxx6 |
ach****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Philip E Smith-Private Wealth Advisor, Ameriprise Financial Services |
3655 Nobel Dr, San Diego, CA 92122 |
|
85821xxxx3 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Millionaire Wealth Builders |
8881 Lamar St Apt 6, Spring Valley, CA 91977 |
|
61967xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Next Level Lender |
2815 Camino Del Rio S Ste 250 San Diego, CA 92108 |
|
85820xxxx6 |
ak@n**************.com |
5 |
140 |
5 |
31 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Compound Wealth Advisors |
4210 Brooke Ct, San Diego, CA 92122 |
|
86041xxxx4 |
eva*@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
7777 Fay Ave, La Jolla, CA 92037 |
|
85845xxxx0 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DL Wealth Management Group |
6480 Weathers Pl, San Diego, CA 92121 |
|
85841xxxx6 |
inf*@d*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steve Lahre - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx1 |
bri*********@r**.com |
|
|
|
|
|
|
|
|
231 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hall Private Wealth Advisors |
2305 Historic Decatur Rd Ste 100 San Diego, CA 92106 |
|
85826xxxx5 |
ama*********@h******.com |
|
|
|
|
|
|
5309 |
47 |
5400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Neo Ross |
San Diego, CA 92101 |
|
61943xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rich Rupp Wealth Advertise |
2208 14th St, Encinitas, CA 92024 |
|
76063xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Smith Barney |
401 B St Ste 2300 San Diego, CA 92101 |
|
61954xxxx1 |
|
|
|
2.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Giustiniano Wealth Strategies |
3111 Camino Del Rio N Ste 920 San Diego, CA 92108 |
|
85877xxxx7 |
aar************@r***********.com |
|
|
|
|
|
|
17330 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego Wealth Management |
6390 Greenwich Dr Ste 230, San Diego, CA 92122 |
|
85827xxxx5 |
ari**@s*************.com |
|
2 |
|
|
|
|
2170 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Seapoint Wealth Advisors |
12626 High Bluff Dr Ste 350, San Diego, CA 92130 |
|
85829xxxx0 |
inf*@s*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WorthPointe Wealth Management |
3655 Nobel Dr Ste 340, San Diego, CA 92122 |
|
80062xxxx2 |
fir*******@w***.com |
|
|
|
|
|
|
|
|
950 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BNY Mellon Wealth Management |
12265 El Camino Real, San Diego, CA 92130 |
|
85835xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
880 Canarios Ct STE 200, Chula Vista, CA 91910 |
|
61965xxxx0 |
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Quest Partners Inc |
13865 Freeport Rd, San Diego, CA 92129 |
|
85843xxxx2 |
hel**@w*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Liber-Lincoln Wealth Managment |
12531 High Bluff Dr, San Diego, CA 92130 |
|
85852xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Global Investments |
1660 Hotel Cir N Ste 304 San Diego, CA 92108 |
|
85820xxxx1 |
adm**@a****************.com |
|
109 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beta Wealth Group Inc |
16870 W Bernardo Dr Ste 170, San Diego, CA 92127 |
|
85820xxxx0 |
bra****@b**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Navigation Advisors |
11545 W Bernardo Ct Ste 203/205, San Diego, CA 92127 |
|
85848xxxx9 |
aen******@w***********************.com |
|
|
|
|
|
|
|
|
65 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rich Rupp Wealth Advisory |
5230 Carroll Canyon Rd, San Diego, CA 92121 |
|
85867xxxx0 |
aar******@f***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RKG Wealth Management - UBS Financial Services Inc. |
600 W Broadway Ste 2100, San Diego, CA 92101 |
|
61955xxxx7 |
abb*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tisdale & Associates Financial Services |
9655 Granite Ridge Dr San Diego, CA 92123 |
|
85863xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| EP Wealth Advisors |
2159 India St, San Diego, CA 92101 |
|
31054xxxx9 |
ab@e*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dave Ray Coaching & Consulting |
1743 Canyon Rd Spring Valley, CA 91977 |
|
61945xxxx2 |
dav*******@g****.com |
|
|
5 |
1 |
|
|
12 |
|
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bradley Wealth Management |
350 10th Ave Ste 1000 San Diego, CA 92101 |
|
61951xxxx0 |
ale*@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hansen Wealth Management - UBS Financial Services Inc. |
17180 Rancho Bernardo Center Suite 100, San Diego, CA 92128 |
|
85852xxxx9 |
acc***************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ActionCOACH Business Coaching |
3111 Camino Del Rio N Ste 101 San Diego, CA 92108 |
|
61932xxxx2 |
doe@k************.com |
|
|
5 |
31 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tuttle & Sitlani |
9920 Pacific Heights Blvd Ste 150 San Diego, CA 92121 |
|
85820xxxx9 |
c18*****************************@s*****.wixpress |
5 |
4 |
4.7 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heritage Wealth Management |
11440 W Bernardo Ct, San Diego, CA 92127 |
|
85861xxxx1 |
fra******@c***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eagle Hill Wealth Management |
7736 Ivanhoe Ave, La Jolla, CA 92037 |
|
92536xxxx0 |
dat*****************@i****.de |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management - CLOSED |
7825 Fay Ave Ste 300, La Jolla, CA 92037 |
|
85845xxxx0 |
aar**********@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| White Light Financial, Inc. |
333 H St Suite 5000, Chula Vista, CA 91910 |
|
61973xxxx5 |
chr**@w******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chokshi & Coghill Wealth Advisors |
4510 Executive Dr, San Diego, CA 92121 |
|
85855xxxx0 |
jen*****@c****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Millennium Wealth Management |
5230 Carroll Canyon Rd, San Diego, CA 92121 |
|
85867xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Cesar Padilla, CFP® |
329 Third Ave, Chula Vista, CA 91910 |
|
61942xxxx3 |
acc**********@e**********.com |
5 |
2 |
|
|
|
|
68 |
|
75 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Copia Wealth Management & Insurance Services |
2333 Camino Del Rio S Ste 240, San Diego, CA 92108 |
|
61964xxxx2 |
doe@c******.com |
5 |
1 |
|
|
|
|
3540 |
31 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Claudia Mata |
410 H St, Chula Vista, CA 91910 |
|
61965xxxx4 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StrataTax |
5694 Mission Center Rd Ste 215 San Diego, CA 92108 |
|
85822xxxx0 |
|
|
|
5 |
135 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| La Jolla Institute For Wealth Management |
7946 Ivanhoe Ave, La Jolla, CA 92037 |
|
85845xxxx8 |
duk*@l************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fundamental Wealth Management - Ameriprise Financial Services |
4510 Executive Dr Ste P9, San Diego, CA 92121 |
|
85876xxxx1 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gupta Wealth |
12760 High Bluff Dr, San Diego, CA 92130 |
|
85879xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sage Financial Planning |
San Diego, CA 92116 |
|
61943xxxx8 |
c18*****************************@s*****.wixpress |
|
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Wise Coaching |
San Diego, CA 92139 |
|
61994xxxx0 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| EP Wealth Advisors |
3655 Nobel Dr Ste 200, San Diego, CA 92122 |
|
85862xxxx9 |
ab@e*******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Care Service |
4231 Balboa Ave, San Diego, CA 92117 |
|
61980xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| GMH Loans |
2868 Rosecrans St San Diego, CA 92106 |
|
85825xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bamboo Wealth Strategies |
3131 Camino Del Rio N, San Diego, CA 92108 |
|
61924xxxx2 |
jsm***@b*********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cartier Financial |
8100 La Mesa Blvd Ste 200 La Mesa, CA 91942 |
|
61946xxxx0 |
kai****@c***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services |
12700 Stowe Dr Ste 240, Poway, CA 92064 |
|
85848xxxx0 |
car**************@a***.com |
|
3 |
|
|
|
|
89 |
|
93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Express Money Exchange |
1130 Broadway, Chula Vista, CA 91911 |
|
61942xxxx0 |
|
2.9 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Owl Wealth Management-Ameriprise Financial Services |
4655 Executive Dr, San Diego, CA 92121 |
|
85853xxxx1 |
ado********@a***.com |
|
|
|
|
|
|
295 |
|
296 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Alfonso Delgadillo Lending Team |
302 Tierra Del Rey Ste 302 Chula Vista, CA 91910 |
|
61986xxxx3 |
ade********@n****************.com |
4.7 |
84 |
4.1 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James Robinson - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
14721 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Diego Credit Solutions |
3111 Camino Del Rio N Ste 400 San Diego, CA 92108 |
|
61991xxxx9 |
joh*******@s**********************.com |
|
|
5 |
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Seaport Wealth Management |
4025 Camino Del Rio S Fl 3 San Diego, CA 92108 |
|
85845xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services |
12636 High Bluff Dr Ste 400, San Diego, CA 92130 |
|
85895xxxx0 |
dea**********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wawanesa Insurance |
San Diego, CA 92108 |
|
80064xxxx0 |
aa@w*******.com |
|
|
2.1 |
1328 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hughes & Pizzuto |
401 B St Ste 2400 San Diego, CA 92101 |
|
61923xxxx1 |
aga****@h******.com |
4.4 |
7 |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael C Callahan |
701 B St 24th Floor, San Diego, CA 92101 |
|
61969xxxx6 |
aar**********@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Newell Wealth Management |
6310 Greenwich Dr Ste 150, San Diego, CA 92122 |
|
85853xxxx0 |
kel*********@n***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WMA Wealth Management Accounting |
3665 Ruffin Rd, San Diego, CA 92123 |
|
85856xxxx1 |
inf*@t***********.com |
4.6 |
9 |
4.6 |
81 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John T. Folsom - RBC Wealth Management Financial Advisor |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85855xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christopher Wells - RBC Wealth Management Financial Advisor |
655 W Broadway Ste 1000, San Diego, CA 92101 |
|
61969xxxx7 |
rya**********@r**.com |
|
|
|
|
|
|
10947 |
|
12226 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Advisors Inc |
11943 El Camino Real Ste 202, San Diego, CA 92130 |
|
85848xxxx8 |
ahu*******@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Center For Health & Common Wealth |
3737 Moraga Ave San Diego, CA 92117 |
|
85845xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LPL Financial |
Palm Desert, CA 92211 |
|
76040xxxx4 |
kar***********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DB Wealth Management Group |
1450 Frazee Rd Ste 610, San Diego, CA 92108 |
|
61949xxxx4 |
bry*********@d****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gam Wealth Management |
9340 Fuerte Dr Ste 301 La Mesa, CA 91941 |
|
61933xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - La Jolla |
4250 Executive Sq Ste 800, La Jolla, CA 92037 |
|
85845xxxx0 |
wms**********@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Quaranta Wealth Partners - UBS Financial Services Inc. |
1200 Prospect St Ste 100, La Jolla, CA 92037 |
|
85855xxxx2 |
abc***@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Golden Hill Tax Solutions |
1212 28th St, San Diego, CA 92102 |
|
61980xxxx5 |
inf*@g************.com |
4.7 |
11 |
4.8 |
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Wealth Management |
6037 La Flecha, Rancho Santa Fe, CA 92067 |
|
85875xxxx5 |
aar***********@m***********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Platinum Wealth Partners |
18107 Valladares Dr, San Diego, CA 92127 |
|
85820xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Wright - Doing Good Things |
4045 Bonita Rd Ste 207 Bonita, CA 91902 |
|
85834xxxx8 |
|
|
|
4.9 |
139 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Portia Smith |
San Diego, CA 92109 |
|
|
joh*@p**********.com |
|
|
5 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Canter Companies |
655 W Broadway Ste 1650 San Diego, CA 92101 |
|
61954xxxx3 |
and***@c**************.com |
|
|
5 |
1 |
|
|
864 |
66 |
858 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth & Wisdom Partners |
2878 Camino Del Rio S Ste 510, San Diego, CA 92108 |
|
61952xxxx0 |
ann@w***.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Best & Company CPA’s |
2333 Camino Del Rio S Ste 350 San Diego, CA 92108 |
|
61929xxxx0 |
ero***@b*********.com |
|
|
4.3 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
