| Farmers Insurance - Matthew Shrope |
950 County Square Dr Ste 201 Ventura, CA 93003 |
|
80565xxxx2 |
abc*******@f******.com |
4.8 |
25 |
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19 |
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| Dickison, Laine, AGT |
100 E Thousand Oaks Blvd, Thousand Oaks, CA 91360 |
|
80577xxxx5 |
dns*****@a***.com |
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| OneMain Financial |
187 E Gonzales Rd, Oxnard, CA 93036 |
|
80527xxxx6 |
aar***********@o***************.com |
3.2 |
36 |
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| Mesa Wealth Management |
900 Avenida Acaso Ste H, Camarillo, CA 93012 |
|
81888xxxx2 |
san**@m*********.com |
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| Pacific Advisors, LLC |
3585 Maple St Suite 140, Ventura, CA 93003 |
|
32398xxxx0 |
amd**@g***********.com |
1 |
1 |
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| Edward Jones - Financial Advisor: David L LeGrand |
4000 Calle Tecate Ste 210, Camarillo, CA 93012 |
|
80538xxxx9 |
a.j*********@e**********.com |
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91054 |
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105000 |
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| Charles Schwab |
300 E Esplanade Dr Ste 2000, Oxnard, CA 93036 |
|
80535xxxx4 |
aar********@s*****.com |
4.3 |
6 |
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266083 |
152 |
279000 |
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| Lifetime Planning, Inc |
1200 Paseo Camarillo Ste 190, Camarillo, CA 93010 |
|
80598xxxx8 |
eri*********@l**.com |
5 |
3 |
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102 |
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104 |
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| Master Accounting and Tax Service |
316 E Scott St, Port Hueneme, CA 93041 |
|
80550xxxx0 |
rxx***********@m***********.com |
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| Plaza Tower Executive Suites |
300 E. Esplanade Drive, Suite 260, Oxnard, CA 93036 |
|
80598xxxx0 |
pri**********@g****.com |
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| McBain Managerial Accounting |
5850 Thille St Ste 201 Ventura, CA 93003 |
|
80586xxxx8 |
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33 |
5 |
3 |
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| CreditSurge™ |
Oxnard, CA 93033 |
|
80190xxxx2 |
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| Edward Jones - Financial Advisor: Mila Kisz |
400 W Ventura Blvd, Ste 115, Camarillo, CA 93010 |
|
80576xxxx0 |
a.j*********@e**********.com |
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90709 |
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105000 |
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| Law Offices Of Eric Ridley |
567 W Channel Islands Blvd Ste 210 Port Hueneme, CA 93041 |
|
80524xxxx1 |
eri*@r***************.com |
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4.4 |
39 |
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| Ventura County Credit Union |
687 W Channel Islands Blvd, Port Hueneme, CA 93041 |
|
80547xxxx0 |
ach*****@v*********.net |
2.7 |
30 |
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3577 |
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3700 |
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| Villegas & Associates |
317 S Brand Blvd, San Fernando, CA 91340 |
|
81853xxxx0 |
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4.8 |
100 |
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| Meridian Private Wealth Management |
500 E Esplanade Dr 3rd Floor, Suite 333, Oxnard, CA 93036 |
|
80543xxxx3 |
ari**@w*******.com |
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| Aztec Financial Services |
Postal Office Box 51308, Oxnard, CA 93031 |
|
80588xxxx8 |
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5 |
3 |
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| Edward Jones - Financial Advisor: Peter Telles Vasquez |
1891 Goodyear Ave Ste 613, Ventura, CA 93003 |
|
80565xxxx2 |
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| Jason Lloyd - Morgan Stanley Financial Advisor |
300 E Esplanade Dr 10th floor, Oxnard, CA 93036 |
|
80527xxxx4 |
acm***********@m************.com |
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| Edward Jones - Financial Advisor: Deborah S Zuniga, AAMS™ |
3140 Telegraph Rd Suite G, Ventura, CA 93003 |
|
80564xxxx7 |
a.j*********@e**********.com |
5 |
1 |
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88624 |
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101000 |
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| Second Chance Financial |
123 E Arrow Hwy, San Dimas, CA 91773 |
|
80022xxxx3 |
*nn*@s***********************.com |
4.3 |
47 |
4.7 |
189 |
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| jim c. manuel cfed |
300 W Esplanade Dr, Oxnard, CA 93036 |
|
80541xxxx7 |
jim*******@h******.com |
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| LPL Financial |
300 E Esplanade Dr Ste 1780, Oxnard, CA 93036 |
|
80520xxxx0 |
a.j*******@l**.com |
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20011 |
214 |
21000 |
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| Gregg Kaufman - Watermark Life |
2659 Townsgate Rd Ste 105 Thousand Oaks, CA 91361 |
|
81858xxxx7 |
ala***@w************.com |
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51 |
12 |
55 |
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| Loopholes LLC |
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80566xxxx3 |
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| Laubacher John F CPA |
400 Camarillo Ranch Rd Camarillo, CA 93012 |
|
80548xxxx0 |
joh*@l***********.com |
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4.3 |
6 |
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| Edward Jones - Financial Advisor: Israel Santiago |
4300 Tradewinds Dr Suite 120, Oxnard, CA 93035 |
|
80583xxxx1 |
3d@e**********.com |
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87592 |
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100000 |
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| Lars H Jorgensen - Financial Advisor, Ameriprise Financial Services |
100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360 |
|
80527xxxx1 |
dns*****@a***.com |
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134 |
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134 |
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| D.C. Armstrong Investing |
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95185xxxx8 |
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| Merrill Lynch Financial Advisor John Kearney |
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036 |
|
80598xxxx5 |
aan********@m*.com |
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| Sequential Financial Designs |
121 N Fir St Ste A, Ventura, CA 93001 |
|
80564xxxx0 |
joh*@m**********.com |
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| Rene S. Randel, MBA CPA CFP |
1601 Carmen Dr Ste 213 Camarillo, CA 93010 |
|
80538xxxx0 |
pam@r*****.com |
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| PB Financial Group Corporation - Oxnard Office |
300 E Esplanade Dr 9th floor, Oxnard, CA 93036 |
|
80543xxxx0 |
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| Sherman Asset Management |
1500 Palma Dr #133, Ventura, CA 93003 |
|
80565xxxx2 |
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| M n J Tax Services |
2689b Saviers Rd, Oxnard, CA 93033 |
|
80583xxxx6 |
|
4.9 |
14 |
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| Merle R. DiVita, CFP, CIMA |
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|
80564xxxx0 |
mer********@m**********.com |
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| Brant John the Householder Group |
300 E Esplanade Dr Ste 1120, Oxnard, CA 93036 |
|
80598xxxx8 |
ako***@h***************.com |
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| Edward Jones - Financial Advisor: Jeff Springgate |
2360 Ventura Blvd Ste A Camarillo, CA 93010 |
|
80538xxxx9 |
a.j*********@e**********.com |
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91051 |
|
105000 |
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| LPL Financial |
4222 Market St # A, Ventura, CA 93003 |
|
80564xxxx0 |
ann*********@l**.com |
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| Deavenport, Peter, AGT |
100 E Thousand Oaks Blvd, Thousand Oaks, CA 91360 |
|
80544xxxx6 |
ame******************@a***.com |
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|
132278 |
|
134000 |
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| Shidoosh Wealth Management |
Thousand Oaks, CA 91319 |
|
81843xxxx5 |
dav**@s*******.com |
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5 |
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5 |
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| Sandra Matson - Associate Financial Advisor, Ameriprise Financial Services |
3327 Old Conejo Rd Ste 223, Newbury Park, CA 91320 |
|
80545xxxx9 |
dns*****@a***.com |
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| Edward Jones |
129 N 10th St, Santa Paula, CA 93060 |
|
80593xxxx9 |
a.j*********@e**********.com |
|
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|
110786 |
|
110000 |
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| Merrill Lynch Wealth Management |
300 E Esplanade Dr Ste 2150, Oxnard, CA 93036 |
|
80598xxxx5 |
ale*********@m*.com |
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| Michael Anderson, CFP |
1106 Seaward Ave Maranantha Financial Ventura, CA 93001 |
|
80566xxxx7 |
leo@m*********.com |
|
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5 |
2 |
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28 |
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| MassMutual Financial Group |
2751 Park View Ct Ste 271, Oxnard, CA 93036 |
|
80528xxxx6 |
awo**@f*************.com |
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16 |
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| Morgan Stanley Financial Advisors |
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036 |
|
80527xxxx0 |
acm***********@m************.com |
4.3 |
6 |
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| Edward Jones - Financial Advisor: Jackie Sanchez |
5740 Ralston St Suite 310, Ventura, CA 93003 |
|
80585xxxx9 |
a.j*********@e**********.com |
|
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|
90706 |
|
105000 |
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| M Porter Services |
1280 S Victoria Ave Ste 135, Ventura, CA 93003 |
|
80582xxxx6 |
|
1 |
1 |
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| Olga Jones - Private Wealth Advisor, Ameriprise Financial Services |
407 W Ojai Ave Apt B, Ojai, CA 93023 |
|
80564xxxx1 |
dns*****@a***.com |
|
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|
250 |
|
247 |
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| Cantutax |
944 Cliff Dr, Santa Paula, CA 93060 |
|
80552xxxx5 |
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| White Tax Services, LLC |
1011 Kumquat Pl, Oxnard, CA 93031 |
|
80598xxxx1 |
|
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1 |
1 |
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| True Blue Law Firm |
1056 E Meta St, Ventura, CA 93001 |
|
80564xxxx0 |
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4 |
4 |
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| Lifetime Planning, Inc - Eric S Smith, CFP |
1200 Paseo Camarillo Ste 190, Camarillo, CA 93010 |
|
80598xxxx8 |
eri*********@l**.com |
|
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|
103 |
|
105 |
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| Summit Wealth Management Group |
400 Camarillo Ranch Rd Ste 202 Camarillo, CA 93012 |
|
80538xxxx6 |
gle********@e********.net |
|
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|
205 |
3 |
208 |
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| West Coast Wealth Management |
670 E Thompson Blvd D, Ventura, CA 93001 |
|
80564xxxx0 |
adm**@w**************.com |
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| Ventura County Credit Union - Oxnard |
2160 N Rose Ave, Oxnard, CA 93036 |
|
80547xxxx0 |
ach*****@v*********.net |
4.3 |
37 |
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3583 |
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3800 |
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| Wagner Financial Group |
1001 Partridge Dr Ste 110, Ventura, CA 93003 |
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80533xxxx0 |
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| Edward Jones - Financial Advisor: Frances Jones, CRPC™ |
1891 Goodyear Ave #613, Ventura, CA 93003 |
|
80565xxxx2 |
a.j*********@e**********.com |
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86177 |
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96000 |
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| Lincoln Financial Advisors |
300 E Esplanade Dr Ste 1950 Oxnard, CA 93036 |
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80597xxxx8 |
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2 |
1 |
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| Capital Financial Group |
1601 Carmen Dr Ste 114, Camarillo, CA 93010 |
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80544xxxx8 |
bro*******@h******.com |
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| Jennifer Brown - Thrivent |
3255 Old Conejo Rd Ste 101, Newbury Park, CA 91320 |
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80537xxxx8 |
abc*******@t*******.com |
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166 |
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350 |
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| Sherith Squires - Thrivent |
3255 Old Conejo Rd Ste 201, Newbury Park, CA 91320 |
|
80537xxxx5 |
adm**@d***********.com |
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226 |
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255 |
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| Lyskin Financial Advisory |
751 E Daily Dr, Camarillo, CA 93010 |
|
80538xxxx0 |
duk*@l**************.com |
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19 |
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| Keay Financial Inc |
2021 Sperry Ave Ste 20, Ventura, CA 93003 |
|
80565xxxx0 |
abb**********@o***********.com |
5 |
3 |
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12050 |
222 |
12000 |
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| OceanAir Federal Credit Union |
3636 Dean Dr Ventura, CA 93003 |
|
80598xxxx1 |
aar********@c*****.org |
4.4 |
49 |
4 |
61 |
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5116 |
202 |
5200 |
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| Allen Clark Financial Services |
1661 Pacific Ave # 20, Oxnard, CA 93033 |
|
80548xxxx6 |
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5 |
4 |
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| Michael C Eulau |
196 S Fir St Ste 140 Ventura, CA 93001 |
|
80564xxxx0 |
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4.6 |
9 |
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| Chad Cockerell - Guild Mortgage |
1000 Town Center Dr Ste 520 Oxnard, CA 93036 |
|
80521xxxx1 |
aa@g************.com |
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5 |
17 |
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| Independent Capital Management |
770 Paseo Camarillo, Camarillo, CA 93010 |
|
80548xxxx1 |
aco****@o**********.com |
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| Edward Jones - Financial Advisor: Roy L Valdez |
2360 Ventura Blvd Ste B Camarillo, CA 93010 |
|
80567xxxx5 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Matthew G Jones, CFP® |
121 N Fir St Ste B, Ventura, CA 93001 |
|
80564xxxx2 |
a.j*********@e**********.com |
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110786 |
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110000 |
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| Edward Jones - Ventura Financial Advisor - Melissa R Reppert |
801 S Victoria Ave Ste 104 Ventura, CA 93003 |
|
80565xxxx0 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Scott K Gunn |
3145 Old Conejo Rd, Newbury Park, CA 91320 |
|
80571xxxx7 |
a.j*********@e**********.com |
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110145 |
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110000 |
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| Carey & Hanna Tax & Wealth Planners |
1000 Town Ctr Dr Ste 200 Oxnard, CA 93036 |
|
80564xxxx7 |
bob******@t************.com |
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5 |
5 |
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223 |
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| Zen Divorce Solutions |
Montecito |
|
80588xxxx1 |
inf*@z******************.com |
5 |
3 |
5 |
3 |
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| Wells Fargo Bank |
487 Carmen Dr Camarillo, CA 93010 |
|
80548xxxx9 |
aar**********@w*********.com |
3.2 |
30 |
2.5 |
28 |
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150840 |
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11 |
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| The Manset and Hrabovsky Group - Morgan Stanley |
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036 |
|
80527xxxx8 |
acm***********@m************.com |
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| Hardworking Capital |
2775 N Ventura Rd #207, Oxnard, CA 93036 |
|
80565xxxx4 |
cat**@h*****************.com |
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| The Manset And Hrabovsky Group - Morgan Stanley |
300 E Esplanade Dr Fl 10, Oxnard, CA 93036 |
|
80527xxxx8 |
acc**********@m************.com |
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| Ameriprise Financial Advisors |
1200 Paseo Camarillo No 265A Camarillo, CA 93010 |
|
80598xxxx0 |
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3 |
4 |
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| Ameriprise Financial |
300 E Esplanade Dr # 1650, Oxnard, CA 93036 |
|
80598xxxx3 |
bri***********@a***.com |
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| Wachovia-Financial Centers |
205 N Moorpark Rd, Thousand Oaks, CA 91360 |
|
80527xxxx5 |
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| Edward Jones - Financial Advisor: Tom Cronley |
2360 Ventura Blvd Ste B Camarillo, CA 93010 |
|
80538xxxx9 |
a.j*********@e**********.com |
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90705 |
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105000 |
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| Edward Jones - Financial Advisor: Amanda Zamarripa |
2901 N Ventura Rd Ste 280 Oxnard, CA 93036 |
|
80527xxxx1 |
a.j*********@e**********.com |
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90563 |
25 |
104000 |
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| Edward Jones - Financial Advisor: Sarah S Reznick |
2804 Camino Dos Rios Ste 207, Newbury Park, CA 91320 |
|
80549xxxx5 |
a.j*********@e**********.com |
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91054 |
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105000 |
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| Jessie Hawkins - Morgan Stanley |
300 E Esplanade Dr Fl 10, Oxnard, CA 93036 |
|
80527xxxx2 |
acc**********@m************.com |
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| Edward Jones - Financial Advisor: Mike Kelley |
129 N 10Th St Santa Paula, CA 93060 |
|
80593xxxx9 |
a.j*********@e**********.com |
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| Allstate Personal Financial Representative: Troy Lunde |
300 E Esplanade Dr Ste 380, Oxnard, CA 93036 |
|
80560xxxx5 |
a****00@a*******.com |
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| Nachmen Melvyn |
100 E Thousand Oaks Blvd Ste 172, Thousand Oaks, CA 91360 |
|
80544xxxx1 |
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| Edward Jones - Financial Advisor: Veronica L Arellano |
1891 Goodyear Ave Ste 613 Ventura, CA 93003 |
|
80565xxxx2 |
a.j*********@e**********.com |
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91049 |
|
105000 |
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| The Oehmke Group - Morgan Stanley |
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036 |
|
80527xxxx7 |
acc**********@m************.com |
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| Brent Johnson - Vision Wealth |
1203 Flynn Rd Ste 250 Camarillo, CA 93012 |
|
80538xxxx8 |
bre**********@v***********.org |
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| First Capital Benefit Advisors |
4385 Ambercrest Pl, Westlake Village, CA 91362 |
|
85524xxxx6 |
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1 |
1 |
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| Currier Financial Services |
4049 Saviers Rd, Oxnard, CA 93033 |
|
80548xxxx5 |
|
5 |
1 |
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| Professional Financial Planning |
1157 Patterson Rd Oxnard, CA 93035 |
|
71921xxxx5 |
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| Annuity General |
Serving theOxnard Area |
|
80033xxxx4 |
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| Farmers Insurance - Ronnette Cortez |
241 W Harvard Blvd Santa Paula, CA 93060 |
|
80552xxxx6 |
abc*******@f******.com |
5 |
2 |
5 |
3 |
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| Raul S. Rodriguez - CMS Mortgage |
4253 Transport St Ste 222 Ventura, CA 93003 |
|
80544xxxx9 |
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5 |
1 |
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| Legacy One Financial - Gaea D Verneris |
965 E Main St, Ventura, CA 93001 |
|
80533xxxx0 |
eri********@l************.com |
5 |
28 |
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187 |
|
195 |
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| Jackson Hewitt Tax Service |
2001 N Rose Ave, Oxnard, CA 93036 |
|
80541xxxx3 |
|
4.9 |
37 |
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|
265108 |
4894 |
261576 |
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| Edward Jones - Financial Advisor: Dawn Simmons |
267 Village Commons Blvd Unit 15, Camarillo, CA 93012 |
|
80570xxxx7 |
a.j*********@e**********.com |
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|
110145 |
|
110000 |
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| Ian Brown - Thrivent |
3255 Old Conejo Rd Ste 201, Thousand Oaks, CA 91320 |
|
80537xxxx7 |
adm**@d***********.com |
|
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|
219 |
|
249 |
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| Axa Advisors |
21700 Oxnard St Ste 1100, Woodland Hills, CA 91367 |
|
81870xxxx0 |
aar*********@a**.com |
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| Michelle Tascoe Financial Coaching |
Los Angeles |
|
20928xxxx6 |
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4.9 |
51 |
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|
| The Latitude |
Los Angeles |
|
90948xxxx6 |
hel**@t**********.io |
|
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|
67898 |
220 |
77000 |
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|
| Debbie Thomas: Primerica - Financial Services |
3639 E Harbor Blvd #207, Ventura, CA 93001 |
|
80567xxxx9 |
ali*************@p********.com |
4.9 |
12 |
|
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|
152147 |
4046 |
169000 |
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| WestPac Wealth Partners |
2649 Townsgate Rd Ste 100, Westlake Village, CA 91361 |
|
80541xxxx2 |
ale**********@w************.com |
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| Edward Jones - Financial Advisor: Eric Fischer |
4300 Tradewinds Dr Ste 120 Oxnard, CA 93035 |
|
80583xxxx1 |
a.j*********@e**********.com |
|
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|
91051 |
|
105000 |
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| Erik Lundring - Thrivent |
3255 Old Conejo Rd Ste 201, Thousand Oaks, CA 91320 |
|
80537xxxx1 |
abc*******@t*******.com |
|
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|
219 |
|
249 |
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| Edward Jones - Financial Advisor: Matthew G Jones |
121 N Fir St Ste B Elizabeth Bard Memorial Bldg Ventura, CA 93001 |
|
80564xxxx2 |
a.j*********@e**********.com |
|
|
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|
90705 |
|
105000 |
|
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| Ralaole Finance Services |
Seal Beach |
|
56244xxxx1 |
c18*****************************@s*****.wixpress |
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| B. Gonzalez Insurance Agency |
309 W 4th St Oxnard, CA 93030 |
|
80524xxxx0 |
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4.8 |
14 |
5 |
1 |
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| Jim Gray - Ameriprise Financial Services, Inc. |
300 E Esplanade Dr, Oxnard, CA 93036 |
|
80598xxxx1 |
dns*****@a***.com |
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| D.A. Davidson |
60 S California St Ste 301, Ventura, CA 93001 |
|
80562xxxx0 |
a.a@d*********.com |
5 |
1 |
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| Bernzott Capital Advisors |
888 W Ventura Blvd, Camarillo, CA 93010 |
|
80538xxxx5 |
han*@b*******.com |
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| Wells Fargo Bank |
2831 Saviers Rd, Oxnard, CA 93033 |
|
80598xxxx0 |
aar**********@w*********.com |
3.2 |
59 |
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| Sarah Reznick - Financial Advisor, Ameriprise Financial Services |
3327 Old Conejo Rd Ste 223, Newbury Park, CA 91320 |
|
80545xxxx9 |
dan****************@a***.com |
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71 |
6 |
83 |
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| Felipe Chavez: Primerica - Financial Services |
3875 Telegraph Rd Ste F, Ventura, CA 93003 |
|
81829xxxx4 |
aud***********@p********.com |
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| Wagner Financial |
196 S Fir St Ste 140 Ventura, CA 93001 |
|
80533xxxx0 |
bob***@w**************.com |
4.2 |
5 |
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| Telos Capital Management |
10455 Hugo Ct, Ventura, CA 93004 |
|
80564xxxx2 |
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| Hartfield Financial & Insurance Services |
11856 Balboa Blvd Granada Hills, CA 91344 |
|
80552xxxx5 |
tom@h*****************.com |
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5 |
9 |
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181 |
205 |
176 |
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| Stifel |
1000 Town Center Dr #450, Oxnard, CA 93036 |
|
80560xxxx0 |
3d@s*****.com |
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| Brant John Wealth Advisors |
260 Maple Ct Ste 201, Ventura, CA 93003 |
|
80585xxxx7 |
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| Mainely Investments |
770 County Square Dr # 212, Ventura, CA 93003 |
|
80564xxxx5 |
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| The Greco Group - Morgan Stanley |
300 E Esplanade Dr 10th floor, Oxnard, CA 93036 |
|
80527xxxx0 |
acm***********@m************.com |
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| Wells Fargo Advisors |
202 E Matilija St, Ojai, CA 93023 |
|
80564xxxx7 |
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| Wells Fargo Advisors |
300 E Esplanade Dr # 1250, Oxnard, CA 93036 |
|
80598xxxx0 |
a-w***************@w*****************.com |
3 |
2 |
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186947 |
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188000 |
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| Daniel De La O: Primerica - Financial Services |
3875 Telegraph Rd Ste F, Ventura, CA 93003 |
|
80547xxxx9 |
ali*************@p********.com |
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151192 |
4036 |
166000 |
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| L Karsten Lundring - Thrivent |
203 Bainbridge Ct, Thousand Oaks, CA 91360 |
|
80537xxxx5 |
abc*******@t*******.com |
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241 |
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269 |
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| Hoffman & Associates Financial |
121 N Fir St UNIT D, Ventura, CA 93001 |
|
80564xxxx0 |
inf*@h********.com |
5 |
2 |
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| Morgan Stanley Wealth Management |
430 Arneill Rd, Camarillo, CA 93010 |
|
80598xxxx7 |
aar***********@m***********************.com |
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| Searle Financial |
651 Via Alondra Ste 701B, Camarillo, CA 93012 |
|
80548xxxx3 |
ama***@s**************.com |
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| Anacapa Financial |
1363 Donlon St Ste 5 Ventura, CA 93003 |
|
80571xxxx6 |
hel**@a***************.com |
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| Pete Hockenmaier - Financial Advisor, Ameriprise Financial Services, LLC |
1200 Paseo Camarillo, Ste 265, Camarillo, CA 93010 |
|
80598xxxx0 |
dns*****@a***.com |
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| Michael Drews and Company |
400 Camarillo Ranch Rd Ste 103 Camarillo, CA 93012 |
|
80548xxxx8 |
cyn***@d*******.com |
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3.8 |
42 |
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| Jeffery Richard S CFP |
290 Maple Ct, Ventura, CA 93003 |
|
80564xxxx4 |
jef*****@f***************.com |
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| Gerhart Group |
1000 Paseo Camarillo 105A Camarillo, CA 93010 |
|
80538xxxx6 |
|
5 |
2 |
5 |
1 |
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| Camacho & Associates |
108 W 5th St, Oxnard, CA 93030 |
|
80524xxxx4 |
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| Edward Jones - Financial Advisor: Miguel A Noriega, CFP®|CEPA® |
300 E Esplanade Dr Ste 570, Oxnard, CA 93036 |
|
80598xxxx8 |
a.j*********@e**********.com |
5 |
1 |
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110786 |
|
110000 |
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| Samson Financial |
651 Via Alondra Ste 715 Camarillo, CA 93012 |
|
80550xxxx5 |
adm**@s*****************.com |
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| U.S. Bancorp Investments - Financial Advisors: Ventura |
4050 E Main St Ste A1, Ventura, CA 93003 |
|
80565xxxx3 |
aar************@u*****.com |
5 |
1 |
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345660 |
5921 |
348000 |
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| Goyette Financial Planning |
25 Rolling Oaks Dr Ste 111, Thousand Oaks, CA 91361 |
|
80549xxxx1 |
ste****@g***************.com |
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| Divorce Money Solutions |
1000 Paseo Camarillo Ste 105a, Camarillo, CA 93010 |
|
80538xxxx6 |
m*m*@d********************.com |
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| Block Advisors |
365 E Esplanade Dr Ste 101 Ste A, Oxnard, CA 93036 |
|
80598xxxx8 |
aar**@b************.com |
4.8 |
57 |
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| Edward Jones |
2804 Camino Dos Rios Ste 207, Newbury Park, CA 91320 |
|
80549xxxx5 |
a.j*********@e**********.com |
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89506 |
|
103000 |
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| D.A. Davidson & Co. |
60 S California St #301, Ventura, CA 93001 |
|
80562xxxx0 |
a.a@d*********.com |
5 |
1 |
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951 |
|
1300 |
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| Dalton Mathias & Deever, CPAs |
2345 Erringer Rd Ste 214-A Simi Valley, CA 93065 |
|
80558xxxx0 |
inf*@d******.net |
|
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5 |
2 |
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95 |
10 |
88 |
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| Wells Fargo Advisors |
5000 Santa Rosa Rd, Camarillo, CA 93012 |
|
80538xxxx2 |
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| Edward Jones - Financial Advisor: George Betjoseph |
129 N 10th St, Santa Paula, CA 93060 |
|
80593xxxx9 |
a.j*********@e**********.com |
|
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|
110145 |
|
110000 |
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| Merrill Lynch Financial Advisor M Cuevas |
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036 |
|
80598xxxx8 |
aar**********@s*****.com |
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| Moorhouse Financial Services, Inc. |
1575 Spinnaker Dr #201, Ventura, CA 93001 |
|
80558xxxx6 |
j.m********@m*****************.com |
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| Del Prado Financial |
555 S B St, Oxnard, CA 93030 |
|
80543xxxx3 |
dom***@f*.com |
5 |
1 |
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| The Credit Store |
215 E Daily Dr, Camarillo, CA 93010 |
|
80576xxxx0 |
|
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4.8 |
17 |
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| Eagleson Arndt Financial |
100 E Thousand Oaks Blvd, Thousand Oaks, CA 91360 |
|
80549xxxx0 |
inf*@e************.com |
5 |
2 |
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|
| Jessie Hawkins - Morgan Stanley |
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036 |
|
80527xxxx2 |
acm***********@m************.com |
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|
| Montecito Bank & Trust |
4730 Telephone Rd, Ventura, CA 93003 |
|
80596xxxx1 |
a8r*****@m********.bank |
3.3 |
12 |
|
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|
3510 |
|
3700 |
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|
| Prospera Succession Partners |
300 E Esplanade Dr #1950, Oxnard, CA 93036 |
|
80597xxxx9 |
pro************@o**********.com |
5 |
2 |
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|
| David A. Soter - Morgan Stanley |
300 E Esplanade Dr 10th floor, Oxnard, CA 93036 |
|
80527xxxx7 |
acm***********@m************.com |
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|
| Charter Pacific Lending Corp |
9891 Irvine Ctr Dr Ste 190 Irvine, CA 92618 |
|
94922xxxx8 |
ami*******@c*******.com |
|
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5 |
152 |
|
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542 |
|
511 |
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|
| Bank of America Financial Center |
670 Town Center Dr, Oxnard, CA 93036 |
|
80528xxxx2 |
ban**********@e****.bankofamerica |
2.4 |
33 |
|
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|
932542 |
|
29 |
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|
| Scott Henry Gavenman: Primerica - Financial Services |
2646 Palma Dr STE 475, Ventura, CA 93004 |
|
80521xxxx0 |
and*********@p********.com |
5 |
1 |
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|
151192 |
4036 |
166000 |
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|
| Ameriprise Financial Advisors |
300 Esplanade Dr Ste 1820 Oxnard, CA 93036 |
|
80598xxxx2 |
|
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| Waddell & Reed |
299 W Hillcrest Dr Ste 112, Thousand Oaks, CA 91360 |
|
80537xxxx7 |
aam***@w******.com |
|
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|
20101 |
234 |
21000 |
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|
| Flux Credit |
4732 Telephone Rd Suite #E, Ventura, CA 93003 |
|
86635xxxx8 |
bob*********@f*********.com |
3.7 |
22 |
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|
| Bob Walczuk - Thrivent |
3255 Old Conejo Rd Ste 102, Thousand Oaks, CA 91320 |
|
80537xxxx9 |
abc*******@t*******.com |
|
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| Frans Visser Insurance |
|
|
88899xxxx4 |
|
5 |
21 |
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| Edward Jones - Financial Advisor: Roy L Valdez |
5740 Ralston St Ste 310, Ventura, CA 93003 |
|
80567xxxx5 |
a.j*********@e**********.com |
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91054 |
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105000 |
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| Hewitt Financial Group |
4009 Mission Oaks Blvd Camarillo, CA 93012 |
|
80598xxxx0 |
ahe****@m*************.com |
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3.7 |
6 |
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3601 |
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3800 |
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| Morgan Stanley Wealth Management |
199 W Hillcrest Dr, Thousand Oaks, CA 91360 |
|
21276xxxx0 |
aal*******@m************.com |
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136582 |
3153 |
136000 |
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| Wander CPA |
Los Angeles |
|
85546xxxx2 |
adm**@w********.com |
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4.2 |
5 |
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| Lendmark Financial Services LLC |
1991 Ventura Blvd Suite C, Oxnard, CA 93036 |
|
80527xxxx3 |
a@l****************.com |
4.6 |
11 |
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| Sage CFO Solutions |
Thousand Oaks, CA 91362 |
|
80521xxxx0 |
bfb*****************************@s*****.wixpress |
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| Anacapa Financial |
1363 Donlon St, Ventura, CA 93003 |
|
80571xxxx6 |
jac*******@a***************.com |
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| Maranantha Financial |
Ventura Fwy, Ventura, CA 93001 |
|
80566xxxx7 |
d-j@m*********.com |
5 |
4 |
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28 |
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| Kozak Financial Advisor |
5999 Ridge View St Ste 102, Camarillo, CA 93012 |
|
80576xxxx5 |
c@b***************.com |
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39 |
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| Hoffman & Associates Financial |
121 N Fir St, Ventura, CA 93001 |
|
80564xxxx0 |
inf*@h********.com |
5 |
2 |
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| Sherman Asset Management Inc |
1500 Palma Dr # 133, Ventura, CA 93003 |
|
81832xxxx1 |
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| John Bartley Murphy: Primerica - Financial Services |
3401 W 5th St #220, Oxnard, CA 93030 |
|
81883xxxx3 |
ala***@p********.com |
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| Edward Jones - Financial Advisor: Peter Telles Vasquez |
2901 N Ventura Rd Suite 280, Oxnard, CA 93036 |
|
80527xxxx1 |
a.j*********@e**********.com |
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87592 |
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100000 |
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| Edward Jones - Camarillo Financial Advisor - Samson Ghaffari |
2360 Ventura Blvd Ste B Camarillo, CA 93010 |
|
80538xxxx9 |
a.j*********@e**********.com |
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| The Biederman Group - Morgan Stanley |
300 E Esplanade Dr 10th floor, Oxnard, CA 93036 |
|
80527xxxx3 |
acm***********@m************.com |
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| Ventura County Credit Union |
711 E Daily Dr Ste 100, Camarillo, CA 93010 |
|
80547xxxx0 |
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| Wellworth Financial |
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80569xxxx0 |
bre****@w*****************.com |
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| H&R Block |
421 S Ventura Rd Ste 150, Oxnard, CA 93030 |
|
80538xxxx8 |
aab********@h******.com |
4.6 |
65 |
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554799 |
19919 |
552350 |
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| L Karsten Lundring - Thrivent |
3255 Old Conejo Rd, Thousand Oaks, CA 91320 |
|
80537xxxx5 |
adm**@d***********.com |
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219 |
|
249 |
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| Marian Business Services |
701 N A St Oxnard, CA 93030 |
|
80548xxxx6 |
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5 |
1 |
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| Cogent Independent Advisors Inc. |
199 W Hillcrest Dr, Thousand Oaks, CA 91360 |
|
80558xxxx4 |
del***@c*************.com |
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| Andrew Grieder - Thrivent |
3255 Old Conejo Rd Ste 201, Thousand Oaks, CA 91320 |
|
80540xxxx3 |
adm**@d***********.com |
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| Jbd Financial Services Inc |
254 W 1st St, Oxnard, CA 93030 |
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5 |
3 |
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| Montecito Bank & Trust |
300 W Esplanade Dr, Oxnard, CA 93036 |
|
80596xxxx1 |
a8r*****@m********.bank |
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| Morgan Stanley Wealth Management |
300 E Esplanade Dr, Oxnard, CA 93036 |
|
80527xxxx0 |
acm***********@m************.com |
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| LFA Ventura |
300 E Esplanade Dr #1950, Oxnard, CA 93036 |
|
80597xxxx8 |
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5 |
1 |
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| The Gerhart Group |
1000 Paseo Camarillo Ste 105A, Camarillo, CA 93010 |
|
80538xxxx6 |
jud***********@g***********.com |
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| Screaming Eagle Wealth Management |
674 County Square Dr STE 202, Ventura, CA 93003 |
|
80564xxxx0 |
che****@s***************.com |
5 |
1 |
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| Financial West Group |
300 E Esplanade Dr #102, Oxnard, CA 93036 |
|
80548xxxx2 |
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| Merrill Lynch Financial Advisor ALLEN SHEALS |
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036 |
|
80598xxxx0 |
all*********@m*.com |
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| Mindful Wealth Planners |
1583 Spinnaker Dr Suite 212, Ventura, CA 93001 |
|
80530xxxx8 |
abc**@p*********.com |
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| BMO Bank N.A Branches |
371 W Esplanade Dr, Oxnard, CA 93036 |
|
80598xxxx1 |
sup****@a******.com |
3.3 |
21 |
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| Edward Jones - Financial Advisor: Richard K Wagner |
484 Mobil Ave Ste 16 Camarillo, CA 93010 |
|
80548xxxx0 |
a.j*********@e**********.com |
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|
90705 |
|
105000 |
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| R H Wealth Advisors, Inc. |
5700 Ralston St UNIT 102, Ventura, CA 93003 |
|
80565xxxx0 |
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| Bank of America (Lobby Service Only) |
1855 N Oxnard Blvd, Oxnard, CA 93030 |
|
80527xxxx8 |
amy********@b************.com |
2.6 |
40 |
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932541 |
|
29 |
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| Bodemeijer, Daniel, AGT |
100 E Thousand Oaks Blvd, Thousand Oaks, CA 91360 |
|
80577xxxx5 |
ang******************@a***.com |
5 |
2 |
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139 |
|
142 |
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| Reed And Ball Inc |
1000 Newbury Rd Ste 205, Newbury Park, CA 91320 |
|
80537xxxx9 |
las*@r*******.com |
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| Coastal Wealth Advisors |
203 Bainbridge Ct, Thousand Oaks, CA 91360 |
|
80537xxxx5 |
adm**@d***********.com |
|
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241 |
|
269 |
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| Leon Rousso & Associates |
3585 Maple Ct # 222, Ventura, CA 93003 |
|
80567xxxx0 |
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| Maranantha Financial |
1106 S Seaward Ave Ventura, CA 93001 |
|
80566xxxx7 |
d-j@m*********.com |
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28 |
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| Cambier Consulting, CFO Ventura - CFO For Hire |
790 E Santa Clara St UNIT 110, Ventura, CA 93001 |
|
80579xxxx6 |
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| Nathan Smith |
|
|
80548xxxx1 |
dns******@a*******.com |
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| Roman Kisz, AAMS, CRPS - Edward Jones |
400 W Ventura Blvd Ste 115 Camarillo, CA 93010 |
|
80576xxxx0 |
a.j*********@e**********.com |
|
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|
91049 |
4 |
105000 |
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| The Lynd Group |
801 S Victoria Ave Ste 105 Ventura, CA 93003 |
|
80550xxxx5 |
cat**@t***********.com |
5 |
3 |
3.6 |
8 |
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374 |
|
382 |
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| Allstate Personal Financial Representative: Wayne Reed |
3667 W 5th St, Oxnard, CA 93030 |
|
63164xxxx1 |
3d@a*****.allstate |
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| Provident Financial Group |
21 S California St, Ventura, CA 93001 |
|
80565xxxx5 |
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| Ruben Segovia - Financial Advisor, Ameriprise Financial Services |
877 S Victoria Ave Ste 211, Ventura, CA 93003 |
|
80525xxxx0 |
amb**********@a***.com |
|
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319 |
13 |
319 |
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| Summit Wealth Managemnt Grp |
400 Camarillo Ranch Rd, Camarillo, CA 93012 |
|
80538xxxx6 |
bar****@y***************.com |
|
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512 |
3 |
521 |
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| Mission Realty |
Postal Office Box 51308, Oxnard, CA 93030 |
|
80588xxxx8 |
|
4 |
4 |
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| Herbert Financial Group |
635 W Foothill Blvd Monrovia, CA 91016 |
|
74726xxxx5 |
inf*@h****************.com |
|
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4.8 |
17 |
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|
267 |
15 |
265 |
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| Loan Warehouse |
183 Montgomery Ave Fl 2 Oxnard, CA 93036 |
|
83371xxxx6 |
app******@l************.com |
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121 |
62 |
154 |
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| Coastal Wealth Advisors |
3255 Old Conejo Rd Ste 201, Thousand Oaks, CA 91320 |
|
80537xxxx5 |
adm**@d***********.com |
|
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219 |
|
248 |
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| Bart Ketterling Tax Service |
2299 E Main St Ste 8 Ventura, CA 93001 |
|
80565xxxx2 |
bar*@m********.com |
|
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4 |
12 |
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| Swift Financial Corporation |
1294 E Main St, Ventura, CA 93001 |
|
80564xxxx1 |
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|
| California Bank & Trust |
365 E Esplanade Dr, Oxnard, CA 93036 |
|
80548xxxx6 |
aar**********@c***********.com |
4.7 |
6 |
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|
| Charles Morrison - Morgan Stanley |
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036 |
|
80527xxxx5 |
acm***********@m************.com |
|
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| The Burke Team - Morgan Stanley |
300 E Esplanade Dr 10th floor, Oxnard, CA 93036 |
|
80527xxxx0 |
acc**********@m************.com |
5 |
1 |
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| Ventura County Credit Union |
6026 Telephone Rd, Ventura, CA 93003 |
|
80547xxxx0 |
ach*****@v*********.net |
2.8 |
101 |
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3577 |
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3700 |
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| Wells Fargo Advisors |
300 E Esplanade Dr, Oxnard, CA 93036 |
|
80598xxxx0 |
ali************@w*****************.com |
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186774 |
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188000 |
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| Consumers Mortgage/Realty |
315 Arneill Rd Ste 109 Camarillo, CA 93010 |
|
80538xxxx6 |
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2.3 |
3 |
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| Quantified Bookkeeping & Tax |
1682 Nevin Ave Ventura, CA 93004 |
|
80582xxxx8 |
and***@q*********************.com |
4.4 |
7 |
5 |
4 |
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9 |
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10 |
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| Swan Retirement Planning |
56 E Main St UNIT 205, Ventura, CA 93001 |
|
80557xxxx5 |
gab*@g*******.com |
5 |
4 |
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| The Distad Clay Wealth Management Group |
60 S California St Suite 301, Ventura, CA 93001 |
|
80562xxxx2 |
ere****@d****.com |
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| Pacific Advisors |
3585 Maple St Ste 140, Ventura, CA 93003 |
|
32398xxxx0 |
axx******@g***********.com |
1 |
1 |
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| Carlsson, Aina, AGT |
300 E Esplanade Dr, Oxnard, CA 93036 |
|
80597xxxx0 |
dns*****@a***.com |
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| Sunken Accountancy Corporation |
255 Maple Ct Ste 140 Ventura, CA 93003 |
|
80565xxxx2 |
dav*******@v**********.com |
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| Mariner |
58 N Ash St, Ventura, CA 93001 |
|
80565xxxx4 |
aar********@m********************.com |
5 |
1 |
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| Sherfina Advisors - Ameriprise Financial Services |
3327 Old Conejo Rd Ste 223, Newbury Park, CA 91320 |
|
80545xxxx9 |
dns*****@a***.com |
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71 |
6 |
83 |
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| Jeffrey Beeh - Thrivent |
702 County Square Dr Ste 107, Ventura, CA 93003 |
|
80564xxxx0 |
adm**@d***********.com |
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63 |
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64 |
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| Gutierrez Financial Services |
228 S A St, Oxnard, CA 93030 |
|
80598xxxx0 |
d_e@j************.com |
4.8 |
9 |
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| Notary Public |
Postal Office Box 51308, Oxnard, CA 93030 |
|
80588xxxx8 |
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| Integrity Wealth Advisors |
196 S Fir St #140, Ventura, CA 93001 |
|
80533xxxx0 |
oja*@i******.com |
4.2 |
5 |
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44 |
19 |
48 |
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| The Soter Group - Morgan Stanley |
300 E Esplanade Dr 10th floor, Oxnard, CA 93036 |
|
80527xxxx7 |
acm***********@m************.com |
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| Sasson Financial Group |
2909 Ocean Dr #3, Oxnard, CA 93035 |
|
80598xxxx9 |
den***@s**************.com |
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237 |
9 |
234 |
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| RLB Financial |
300 E Esplanade Dr 9th floor, Oxnard, CA 93036 |
|
86668xxxx7 |
jan*@r***********.com |
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218 |
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| Ruben Segovia - Financial Advisor, Ameriprise Financial Services, LLC |
877 S Victoria Ave Ste 211, Ventura, CA 93003 |
|
80525xxxx0 |
dns*****@a***.com |
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| Ventura County Credit Union |
2160 N Rose Ave, Oxnard, CA 93036 |
|
80547xxxx0 |
ach*****@v*********.net |
4.2 |
43 |
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3583 |
|
3800 |
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| Blue Chip Macro |
729 Montana Ave Ste 7 Santa Monica, CA 90403 |
|
80091xxxx7 |
car****@b************.com |
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107 |
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| Victor Molokwu, CPA |
530 Calle La Roda Ste 206 Camarillo, CA 93010 |
|
85839xxxx1 |
c18*****************************@s*****.wixpress |
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5 |
1 |
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| Financial Home Associates |
1000 Town Center Dr Suite 525, Oxnard, CA 93036 |
|
80540xxxx2 |
joh*@f**********************.com |
5 |
20 |
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| Financial Services |
2200 Outlet Center Dr, Oxnard, CA 93036 |
|
80598xxxx9 |
as@f********.com |
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2 |
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| Marisol Tax Center |
2720 E Vineyard Ave, Oxnard, CA 93036 |
|
80548xxxx9 |
|
4.1 |
26 |
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| Bankers Investment Counseling Company |
5450 Telegraph Rd Suite 250-O, Ventura, CA 93003 |
|
80593xxxx0 |
and*@b*******.com |
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| U.S. Bancorp Investments - Financial Advisors: Francisco Lopez |
576 S Mills Rd, Ventura, CA 93003 |
|
82021xxxx2 |
aar************@u*****.com |
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|
345660 |
5921 |
348000 |
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| Stephens & Associates |
2646 Palma Dr Ste 470 Ventura, CA 93003 |
|
18056xxxxx0 |
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4.8 |
23 |
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| Chase Bank |
5291 Mission Oaks Blvd Camarillo, CA 93012 |
|
80598xxxx1 |
acc**********@c****.com |
2.2 |
11 |
3.8 |
6 |
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|
936522 |
5596 |
37 |
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| Ojai Private Wealth Advisors - Ameriprise Financial Services |
407 W Ojai Ave Apt B, Ojai, CA 93023 |
|
80564xxxx1 |
dns*****@a***.com |
|
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250 |
|
247 |
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| Lifetime Planning |
1200 Paseo Camarillo Ste 190 Camarillo, CA 93010 |
|
80598xxxx8 |
|
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4 |
4 |
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| Angel Financial Advisor |
Camarillo, CA 93012 |
|
80591xxxx1 |
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5 |
1 |
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| Iron Mountain Taxes & Mobile Notary Public |
8412 Beuna Vista St Moorpark, CA 93021 |
|
80591xxxx5 |
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| Paul Pablo Hernandez: Primerica - Financial Services |
3875 Telegraph Rd Ste F, Ventura, CA 93003 |
|
80547xxxx9 |
aud***********@p********.com |
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| Mutual Securities |
807 Camarillo Springs Rd Ste A, Camarillo, CA 93012 |
|
80576xxxx0 |
a@m***************.com |
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|
| Jim Gray - Ameriprise Financial Services, LLC |
300 E Esplanade Dr #953, Oxnard, CA 93036 |
|
80598xxxx1 |
dns*****@a***.com |
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| Wells Fargo Advisors |
925 Broadbeck Dr, Newbury Park, CA 91320 |
|
80537xxxx0 |
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|
| Lifetime Planning, Inc |
2580 E Main St STE 202, Ventura, CA 93003 |
|
80598xxxx8 |
|
5 |
3 |
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| Ventura Coast Wealth Management |
1056 Meta St UNIT 103, Ventura, CA 93001 |
|
80564xxxx0 |
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|
| Raymond James |
58 N Ash St, Ventura, CA 93001 |
|
80583xxxx3 |
aar************@r***********.com |
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|
| Stifel Nicolaus And Company Inc |
1000 Town Center Dr Ste 400, Oxnard, CA 93036 |
|
80560xxxx0 |
abb***@s*****.com |
|
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|
5799 |
|
6200 |
|
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|
| Edward Jones - Financial Advisor: Cisco A Cabral |
484 Mobil Ave Ste 16 Camarillo, CA 93010 |
|
80548xxxx0 |
a.j*********@e**********.com |
|
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|
91050 |
|
105000 |
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| Golden Oak Wealth Management |
950 County Square Dr, Ventura, CA 93003 |
|
80576xxxx1 |
joh******@g**********.com |
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|
| Marty Smith - Certified Divorce Lending Professional |
700 E Main St Ventura, CA 93001 |
|
80590xxxx8 |
c18*****************************@s*****.wixpress |
|
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|
868 |
|
883 |
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|
| Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services |
100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360 |
|
80577xxxx5 |
ang******************@a***.com |
5 |
2 |
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132 |
|
136 |
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|
| Wells Fargo Advisors |
576 W Main St, Santa Paula, CA 93060 |
|
80593xxxx5 |
|
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|
| Crescendo Insurance Solutions, Inc. |
2851 N Ventura Rd #102, Oxnard, CA 93036 |
|
80598xxxx0 |
aly***********@s******************.com |
5 |
1 |
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|
252 |
|
281 |
|
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|
| Bodemeijer & Associates - Ameriprise Financial Services |
100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360 |
|
80577xxxx5 |
ang******************@a***.com |
|
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|
130 |
|
134 |
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|
| He'e Nalu Investing, Inc. |
2677 Calle Bienvenido, Thousand Oaks, CA 91360 |
|
80549xxxx4 |
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| ASB Tax & Accounting |
2101 S Rose Ave STE B, Oxnard, CA 93033 |
|
80538xxxx9 |
inf*@a*************.com |
5 |
6 |
|
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|
29 |
22 |
31 |
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|
| Sean R. Bell - Morgan Stanley |
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036 |
|
80527xxxx6 |
acm***********@m************.com |
|
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|
| Paul Goodnough,CPA |
525 Country Club Dr Ste C Simi Valley, CA 93065 |
|
80557xxxx6 |
car***@c*************.com |
|
|
4.5 |
8 |
|
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|
| Edward Jones - Financial Advisor: Deborah S Zuniga |
3140 Telegraph Rd, Ventura, CA 93003 |
|
80564xxxx7 |
a.j*********@e**********.com |
|
|
5 |
4 |
|
|
91049 |
2 |
105000 |
|
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| The Renaissance Group |
199 Figueroa St, Ventura, CA 93001 |
|
|
chr***********@r**********.com |
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|
| Nicholas Carrillo - Associate Financial Advisor, Ameriprise Financial Services |
100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360 |
|
80577xxxx5 |
dan****************@a***.com |
|
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| Strategic Path Financial Group, LLC |
300 E Esplanade Dr Suite #1400, Oxnard, CA 93036 |
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80539xxxx5 |
geo*******@s*********************.com |
5 |
15 |
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| Bank of America (Lobby Service Only) |
2475 Saviers Rd, Oxnard, CA 93033 |
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80548xxxx4 |
ban**********@e****.bankofamerica |
2.9 |
60 |
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| U.S. Bank – Wealth Management Banker: Brandon Mcgowan |
576 S Mills Rd, Ventura, CA 93003 |
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80525xxxx8 |
aar************@u*****.com |
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| GuideWell Financial |
3625 E Thousand Oaks Blvd Ste 266, Thousand Oaks, CA 91362 |
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80549xxxx4 |
pey**********@l**.com |
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| Atlantic Financial |
6633 Telephone Rd Ste 120, Ventura, CA 93003 |
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80565xxxx5 |
and***@a****************.com |
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114417 |
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109000 |
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| Debra Trujillo: Primerica - Financial Services |
701 E Santa Clara St STE 14D, Ventura, CA 93001 |
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80583xxxx3 |
ali*************@p********.com |
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148118 |
3437 |
157000 |
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| Coast 2 Coast Financial Solutions |
101 Hodencamp Rd Ste 120, Thousand Oaks, CA 91360 |
|
80577xxxx0 |
aro*****@c*****.com |
2.1 |
28 |
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