| First Allied Sec Reed & Shmkr |
23 E Putnam Ave, Porterville, CA 93257 |
|
55978xxxx2 |
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5 |
1 |
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| Morgan Wealth |
655 S Alta Ave, Dinuba, CA 93618 |
|
55959xxxx3 |
joe*******@m*******.com |
5 |
2 |
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206 |
24 |
226 |
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| Morgan Stanley |
520 W Main St, Visalia, CA 93291 |
|
55973xxxx1 |
acc**********@m************.com |
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| Harvest Wealth Group |
Exeter, CA 93221 |
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ali***@h*****************.com |
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| LPL Financial & Warner Wealth Strategies |
7447 N First St # 203, Fresno, CA 93720 |
|
55943xxxx7 |
inf*@w***********.com |
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| Wells Fargo Advisors |
400 E Main St #100, Visalia, CA 93291 |
|
55963xxxx0 |
a.b@w*****************.com |
5 |
2 |
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188200 |
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189000 |
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| Morgan Stanley Wealth Management |
520 W Main St, Visalia, CA 93291 |
|
55973xxxx1 |
acm***********@m************.com |
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| Olivia Wealth Management |
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20934xxxx5 |
9e2*************************************@w*****************.com |
5 |
4 |
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| Janet Wasem Martinusen - Private Wealth Advisor, Ameriprise Financial Services, LLC |
221 N Encina St, Visalia, CA 93291 |
|
55973xxxx5 |
car***************@a***.com |
5 |
1 |
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| Janet Wasem Martinusen - Private Wealth Advisor, Ameriprise Financial Services |
221 N Encina St, Visalia, CA 93291 |
|
55973xxxx5 |
car***************@a***.com |
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| GM Wealth Management |
1001 N Demaree St Ste 5, Visalia, CA 93291 |
|
55947xxxx3 |
inf*@t****.com |
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| Rossiter Wealth Management |
145 Heinlen St, Lemoore, CA 93245 |
|
55992xxxx4 |
bra**@r****************.com |
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425 |
4 |
456 |
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| Victory Wealth Management LLC |
1592 11th St Ste A, Reedley, CA 93654 |
|
55955xxxx1 |
mai*@v***************.com |
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| Financial Credit Network Inc |
2922 W Main St, Visalia, CA 93291 |
|
80054xxxx1 |
aau***@f********.com |
1.8 |
61 |
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| BOLT Wealth Management |
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55949xxxx6 |
bri**@b*****.com |
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298 |
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301 |
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| Bridgewealth Advisory Group, LLC |
986 W Alluvial Ave #101, Fresno, CA 93711 |
|
55943xxxx0 |
*nn*@b***********.com |
3 |
2 |
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| Nino Family Wealth Advisors |
1332 Draper St Ste E, Kingsburg, CA 93631 |
|
55986xxxx9 |
inf*@n***********************.com |
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| Molano Wealth Management |
525 W Main St Ste 120-1193, Visalia, CA 93291 |
|
55934xxxx8 |
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| Brighton Investment Advisors |
3000 W Main St, Visalia, CA 93291 |
|
55932xxxx5 |
inf*@b***************.com |
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| Penney Sick - Raymond James |
303 E Caldwell Ave, Visalia, CA 93277 |
|
55942xxxx0 |
aar************@r***********.com |
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17533 |
|
18000 |
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| Morgan Wealth Management |
655 S Alta Ave, Dinuba, CA 93618 |
|
55959xxxx3 |
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5 |
2 |
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| Navo Financial |
2045 S Court St Ste A Visalia, CA 93277 |
|
55973xxxx9 |
ama**********@n************.com |
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3.5 |
2 |
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| Gen Next Wealth |
2351 W Cleveland Ave A, Madera, CA 93637 |
|
55971xxxx0 |
eml**@g************.com |
5 |
1 |
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| Long Family Office |
1752 11th St, Reedley, CA 93654 |
|
55963xxxx6 |
ell**@l***************.com |
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| Merrill Lynch Wealth Management |
5545 Avenida De Los Robles, Visalia, CA 93291 |
|
55962xxxx0 |
ban********************@m*.com |
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| MIP Financial |
3500 W Orchard Ct, Visalia, CA 93277 |
|
55962xxxx0 |
mih**@m***********.com |
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| Mariner Finance |
3030 N Dinuba Blvd Suite B, Visalia, CA 93291 |
|
55942xxxx0 |
a@m*************.com |
4.7 |
63 |
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| Lap Wealth Management |
2506 19th Ave, Kingsburg, CA 93631 |
|
40843xxxx7 |
cbf************@g****.com |
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673 |
694 |
848 |
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| Visalia, California |
125 W Main St, Visalia, CA 93277 |
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| North Harbor Wealth Management - Ameriprise Financial Services, LLC |
1718 W Walnut Ave, Visalia, CA 93277 |
|
55973xxxx6 |
aud***************@a***.com |
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| Grant Kincade - Financial Advisor |
2301 S Mooney Blvd, Visalia, CA 93277 |
|
55931xxxx4 |
aab****@b************.com |
1 |
1 |
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98473 |
1600 |
99000 |
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| Annuity General |
Serving theVisalia Area |
|
80033xxxx4 |
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| Diversified Wealth Management Solutions |
7948 N Maple Ave UNIT 107, Fresno, CA 93720 |
|
55941xxxx2 |
abb*********@d*************.com |
5 |
3 |
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236 |
|
237 |
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| Valley Strong Credit Union |
1989 E Prosperity Ave Tulare, CA 93274 |
|
80022xxxx1 |
alf*****************@v***********.com |
5 |
94 |
5 |
2 |
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21957 |
816 |
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| Thiesen Dueker Modern Wealth Management |
3010 W Main St Suite B, Visalia, CA 93291 |
|
55962xxxx5 |
cal***@t************.com |
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| Ball Wealth Management |
831 W Morton Ave, Porterville, CA 93257 |
|
55978xxxx7 |
aar********@l**.com |
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| TSG Wealth Management - Visalia |
1001 N Demaree St Suite 5, Visalia, CA 93291 |
|
55947xxxx7 |
all************@t****.com |
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| Merrill Lynch Wealth Management |
212 E Main St Suite 101, Visalia, CA 93291 |
|
55974xxxx3 |
aan********@m*.com |
1 |
1 |
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| Shawn Michael Sebert - Financial Advisor, Ameriprise Financial Services, LLC |
221 N Encina St, Visalia, CA 93291 |
|
55963xxxx2 |
dns*****@a***.com |
|
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| Gregory Baker - Financial Advisor, Ameriprise Financial Services, LLC |
1718 W Walnut Ave, Visalia, CA 93277 |
|
55973xxxx6 |
aud***************@a***.com |
|
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| Harvest Wealth Group |
160 S E St, Exeter, CA 93221 |
|
55959xxxx0 |
ali***@h*****************.com |
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| Aubry Kimiko Nakata - Financial Advisor, Ameriprise Financial Services, LLC |
1718 W Walnut Ave, Visalia, CA 93277 |
|
55973xxxx6 |
dns*****@a***.com |
|
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| Life Equity and Wealth |
2649 S Linda Vista St, Visalia, CA 93277 |
|
55973xxxx4 |
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| Merrill Lynch Financial Advisor Shani Crookshanks |
212 E Main St, Visalia, CA 93291 |
|
55963xxxx1 |
aar**********@s*****.com |
|
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| Mark Shepherd - UBS Financial Services Inc. |
Fig Garden Financial Center, 5200 N Palm Ave # 101, Fresno, CA 93704 |
|
55924xxxx5 |
ber*******@u**.com |
|
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| Wohlford Financial Group of Raymond James |
1009 N Demaree St, Visalia, CA 93291 |
|
55920xxxx0 |
aar************@r***********.com |
|
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|
17482 |
|
18000 |
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| AGAPE PLANNING PARTNERS |
6780 N West Ave Suite 101A, Fresno, CA 93711 |
|
55943xxxx6 |
dav**@a********.com |
5 |
3 |
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215 |
5 |
218 |
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| Molano Wealth Management |
525 W Main St Ste 0-1193, Visalia, CA 93291 |
|
55934xxxx8 |
dav**@m***********.com |
5 |
2 |
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| Wells Fargo Advisors |
3707 S MOONEY BLVD, VISALIA, CA 93277 |
|
55973xxxx0 |
aar**********@w*********.com |
|
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|
153656 |
|
11 |
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| Sequoia Financial |
Visalia, CA 93291 |
|
55974xxxx8 |
sch**@s***************.com |
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| Pacific Capital Strategies, Inc. |
515 W Center Ave, Visalia, CA 93291 |
|
55973xxxx5 |
fir**@p***********************.com |
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| SHANGHAI WEALTH HOLDINGS LIMITED |
香港1318-19 Hollywood Plz Rm |
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| Korsgaden International |
1700 W Walnut Ave Ste A Visalia, CA 93277 |
|
55962xxxx3 |
emi**@k********.com |
|
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5 |
1 |
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| World Financial Group - Estella & Bianca Valdovinos |
309 N Garden St, Visalia, CA 93291 |
|
55936xxxx3 |
dns******@a*******.com |
5 |
24 |
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| Putnam & Main Wealth MGMT |
212 N Main St, Porterville, CA 93257 |
|
55978xxxx2 |
|
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|
| Morgan Stanley Wealth Management |
100 Willow Plz Ste 100, Visalia, CA 93291 |
|
80042xxxx7 |
|
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| Anthony Camacho - Fig Garden Wealth Management |
5200 N Palm Ave Ste. 312, Fresno, CA 93704 |
|
55947xxxx5 |
|
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| Hermes Wealth Strategies |
1836 W Dorothea Ave #7362, Visalia, CA 93277 |
|
55973xxxx0 |
inf*@h***********.com |
3.7 |
7 |
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| Wealth By Design |
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90820xxxx5 |
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| Pat Howell - RBC Wealth Management Financial Advisor |
5250 N Palm Ave Suite 111, Fresno, CA 93704 |
|
55944xxxx8 |
rbc*********@r**.com |
5 |
1 |
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14811 |
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16000 |
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| Resilient Wealth Management Inc. |
590 W Alluvial Ave #103, Fresno, CA 93711 |
|
55932xxxx5 |
bdj****@r*******.com |
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147 |
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151 |
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| KERR WEALTH MANAGEMENT |
7255 N First St #101, Fresno, CA 93720 |
|
55927xxxx2 |
aca****@k*********.com |
5 |
16 |
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582077 |
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46 |
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| Wealth Group Institute |
4146 S Demaree St, Visalia, Ca 93277 |
|
55974xxxx7 |
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| OneMain Financial |
5101 W Walnut Ave ste c, Visalia, CA 93277 |
|
55962xxxx0 |
aar**********@o***************.com |
3.9 |
31 |
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| Falcon Wealth Planning |
516 W Shaw Ave #200, Fresno, CA 93704 |
|
85596xxxx6 |
ama***@f*******************.com |
5 |
3 |
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| Molano Wealth Management |
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55934xxxx8 |
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5 |
2 |
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| Private Wealth Advisors |
1111 E Herndon Ave ste 109, Fresno, CA 93720 |
|
55945xxxx3 |
mai*@p**.net |
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| Life Equity & Wealth |
2649 S Linda Vista St Visalia, CA 93277 |
|
55973xxxx4 |
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| Wooten Grants Consulting |
Fresno, CA 93727 |
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ali***@w***********.com |
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| Project A-list |
Sanger, CA 93657 |
|
55991xxxx9 |
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| Scott Heron - Private Wealth Advisor, Ameriprise Financial Services |
1718 W Walnut Ave, Visalia, CA 93277 |
|
55973xxxx6 |
aud***************@a***.com |
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47 |
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| Morgan Stanley Financial Advisors |
520 W Main St, Visalia, CA 93291 |
|
55973xxxx1 |
acc**********@m************.com |
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| Coddington Wealth Advisors |
1440 Draper St Ste B, Kingsburg, CA 93631 |
|
55989xxxx0 |
inf*@c***********************.com |
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| Greg Friesen - Morgan Stanley |
520 W Main St, Visalia, CA 93291 |
|
55963xxxx7 |
int**********@m************.com |
5 |
1 |
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| North Harbor Wealth Management - Ameriprise Financial Services |
1718 W Walnut Ave, Visalia, CA 93277 |
|
55973xxxx6 |
aud***************@a***.com |
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| Central Valley Strategic Wealth Management |
134 N Akers St, Visalia, CA 93291 |
|
55962xxxx3 |
a@c****************.com |
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| German Garrett, CFP - Harvest Wealth Group |
160 S E St Exeter, CA 93221 |
|
55959xxxx0 |
ali***@h*****************.com |
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5 |
1 |
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| Recovery Credit Counseling |
3106 S Mooney Blvd Visalia, CA 93277 |
|
55937xxxx3 |
inf*@r*******************.com |
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5 |
5 |
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| Central Valley Strategic Wealth Management |
1010 W Alluvial Ave Ste 111, Fresno, CA 93711 |
|
55965xxxx3 |
bi**@c****************.com |
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| Garth Gipson - Private Wealth Advisor, Ameriprise Financial Services |
108 W Center Ave, Visalia, CA 93291 |
|
55947xxxx0 |
cry************@a***.com |
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502 |
19 |
510 |
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| Sequoia Financial, LLC |
204 N Floral St suite a, Visalia, CA 93291 |
|
55974xxxx8 |
sch**@s***************.com |
5 |
7 |
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278 |
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| Athena Financial Group |
3323 S Fairway St #11, Visalia, CA 93277 |
|
55973xxxx7 |
inf*@a***************.com |
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| Scott Heron - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1718 W Walnut Ave, Visalia, CA 93277 |
|
55973xxxx6 |
aud***************@a***.com |
1 |
1 |
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| Gateway Financial Planning Group - Ameriprise Financial Services, LLC |
108 W Center Ave, Visalia, CA 93291 |
|
55947xxxx0 |
cry************@a***.com |
5 |
1 |
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| FCG Wealth Management |
720 E Center Ave Suite B, Visalia, CA 93292 |
|
55967xxxx0 |
ben@f********.com |
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| The Sorensen Agency |
222 N Garden St Ste 300G Visalia, CA 93291 |
|
71480xxxx8 |
abc*******@a***************.com |
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| Regina Leathers - Private Client Advisor |
2035 Fresno St, Fresno, CA 93721 |
|
55923xxxx2 |
aab****@b************.com |
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98494 |
1600 |
99000 |
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| Valley Strong Credit Union |
1501 S Mooney Blvd 102 & 103 Visalia, CA 93277 |
|
66183xxxx0 |
jim*******@v***********.com |
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21957 |
816 |
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| Valley Wealth Management, Inc. |
7461 N First St, Fresno, CA 93720 |
|
55943xxxx3 |
eri*@v*******.com |
5 |
1 |
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| RWM Financial Group |
406 B St, Lemoore, CA 93245 |
|
55992xxxx4 |
bra**@r****************.com |
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| Peter Babagian - Morgan Stanley |
520 W Main St, Visalia, CA 93291 |
|
55963xxxx0 |
int**********@m************.com |
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| Garth Gipson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
108 W Center Ave, Visalia, CA 93291 |
|
55947xxxx0 |
cry************@a***.com |
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505 |
19 |
514 |
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| Stifel |
217 E Caldwell Ave, Visalia, CA 93277 |
|
55962xxxx0 |
abb***@s*****.com |
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4775 |
|
5200 |
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| Whelan Financial |
7700 N Palm Ave Ste. 201, Fresno, CA 93711 |
|
55922xxxx2 |
aub**@w**************.com |
4.3 |
6 |
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88 |
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| Inheritance Management, Inc. |
512 N Court St, Visalia, CA 93291 |
|
55973xxxx9 |
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|
| Trish Arnold |
1300 W Main St Ste A-1, Visalia, CA 93291 |
|
55957xxxx7 |
sta**********@l**.com |
5 |
1 |
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| DSA Accounting |
3130 W Main St, Visalia, CA 93291 |
|
55973xxxx5 |
adm**@d************.com |
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| Strong Valley Wealth & Pension |
5 River Park Pl W Suite 205, Fresno, CA 93720 |
|
55938xxxx0 |
ada*@s***********.com |
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| Del Valle Tax Service |
1830 S Mooney Blvd STE B, Visalia, CA 93277 |
|
55974xxxx1 |
del********@g****.com |
4.9 |
254 |
|
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|
1641 |
250 |
1600 |
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| True Legacy Financial & Insurance Services |
200 N M St, Tulare, CA 93274 |
|
55968xxxx0 |
ear********@p********.com |
5 |
1 |
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|
| Christopher Coyle - Morgan Stanley |
520 W Main St, Visalia, CA 93291 |
|
55963xxxx5 |
int**********@m************.com |
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| Life Equity & Wealth |
700 W Center Ave Visalia, CA 93291 |
|
55973xxxx7 |
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| North Harbor Wealth Management - Ameriprise Financial Services, LLC |
7161 N Millbrook Ave Suit 103, Fresno, CA 93720 |
|
55943xxxx2 |
dns*****@a***.com |
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| Hermes Wealth Strategies |
1836 W Dorothea Ave, Visalia, CA 93277 |
|
55973xxxx0 |
gbf******@w******************.com |
|
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