Financial advisers in Carlsbad, California
42 profiles with reported offices in Carlsbad, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
James AllenPresidentAnchor Bay CapitalCRD 1882869
Michael SeidManaging Member, Chief Executive Officer, and Chief Compliance OfficerAxxcess Wealth ManagementCRD 2872749
Jason LabrumFounder & CEOIntelligence Driven AdvisersCRD 3129980- Tod LenhoffInvestment adviser representativeWealth Compass FinancialCRD 3255143
Todd FrankPresident/Chief Compliance OfficerFrank Financial ServicesCRD 4225416- Lester AntmanOwnerAntman, Lester MurrayCRD 4506158
Carl PinkardPrincipal/Vice PresidentAldrich Wealth, Limited PartnershipCRD 4596300- Andrew SontagChief Investment Officer/Chief Compliance OfficerCarlsbad Wealth Advisory GroupCRD 4685106
- Derek FinchChief Compliance OfficerSeaside Wealth ManagementCRD 4895591
Justin ReckersManaging Member & Chief Compliance OfficerRG FinancialCRD 4942526
Samuel WheelerInvestment adviser representativeIntelligence Driven AdvisersCRD 4981660- Michael SellmanChief Compliance OfficerCornerstone Wealth AdvisorsCRD 5261051
Bradley LinebergerPresidentSeaside Wealth ManagementCRD 5280019- Jordie CzapinskiChief Compliance OfficerIntelligence Driven AdvisersCRD 5304232
Jerri HammonsInvestment adviser representativeSeaside Wealth ManagementCRD 5419883
Brian PetersonInvestment adviser representativeIntelligence Driven AdvisersCRD 5587913
Robert PatersonInvestment adviser representativeIntelligence Driven AdvisersCRD 5878267
Alex KlingensmithPresidentIntelligence Driven AdvisersCRD 5976863
Brittney PartowInvestment adviser representativeIntelligence Driven AdvisersCRD 6061283- Linda HalleranInvestment adviser representativeFrank Financial ServicesCRD 6079086
- Cory PerssonPassive InvestorAxxcess Wealth ManagementCRD 6281131
- Steven NuckolsPresident & Chief Compliance OfficerWealth Compass FinancialCRD 6320555
- Shelley MuraskoManaging Member/Chief Compliance OfficerWealthrise Financial PlanningCRD 6370966
Hunter DanielInvestment adviser representativeIntelligence Driven AdvisersCRD 6377492- Denise BarrettChief Executive OfficerCornerstone Wealth AdvisorsCRD 6377547
- Taylor JobeManaging Member / Chief Compliance OfficerMKT AdvisorsCRD 6555891
Thomas OhanesianInvestment adviser representativeIntelligence Driven AdvisersCRD 6726993
Tanner WrisleyAssociate Portfolio ManagerAnchor Bay CapitalCRD 6750564
Blake PinyanInvestment adviser representativeAnchor Bay CapitalCRD 7031316- Cameron ZieglerInvestment adviser representativeCornerstone Wealth AdvisorsCRD 7048457
Stacey BuchholtzInvestment adviser representativeAnchor Bay CapitalCRD 7173059- Heather SontagChief Financial OfficerCarlsbad Wealth Advisory GroupCRD 7205987
- Briana D'EspositoInvestment adviser representativeRossby FinancialCRD 7231539
David ReyesInvestment adviser representativeIntelligence Driven AdvisersCRD 7497075
Cory LargeInvestment adviser representativeAnchor Bay CapitalCRD 7553891- Austin MangoldInvestment adviser representativeSeaside Wealth ManagementCRD 7795009
- Matthew BrayerInvestment adviser representativeCarlsbad Wealth Advisory GroupCRD 7811250
- Kelly DoyleInvestment adviser representativeWealthrise Financial PlanningCRD 7861921
Steven DouganInvestment adviser representativeIntelligence Driven AdvisersCRD 8082339- Kade KretzschmarInvestment adviser representativeSeaside Wealth ManagementCRD 8174611
- Marija PetrovicInvestment adviser representativeIntelligence Driven AdvisersCRD 8176412
- Madeline ReberInvestment adviser representativeIntelligence Driven AdvisersCRD 8267832
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.