Financial advisers in Granite Bay, California
14 profiles with reported offices in Granite Bay, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Paul BoothPresident/Chief Compliance OfficerDelta Wealth ManagementCRD 1082264
- Kenneth ChristieChief Compliance Officer & Managing MemberSpectrum Wealth Advisory GroupCRD 2218257
John ScambrayCEOLegacy Capital Management, Limited LiabilityCRD 2231726- David LautManaging Member; Chief Compliance OfficerKeruxCRD 5139179
Giuseppe ViscontiPresident, Chief Financial Officer, Chief Investment OfficerLegacy Capital Management, Limited LiabilityCRD 5514465
James BoyleManaging MemberDynamic Wealth StrategiesCRD 5570142
Daniel AndersenPresident/Chief Executive Officer/Chief Compliance OfficerParkshore Wealth ManagementCRD 5826910- Michael ThompsonPartner & Wealth AdvisorSpectrum Wealth Advisory GroupCRD 6211875
- David HicksInvestment adviser representativeKeruxCRD 7172378
- Konner ChristieInvestment adviser representativeSpectrum Wealth Advisory GroupCRD 7214153
- Trevor StoneInvestment adviser representativeParkshore Wealth ManagementCRD 7509537
- Samuel SmithInvestment adviser representativeKeruxCRD 7735677
- Samuel TaylorInvestment adviser representativeParkshore Wealth ManagementCRD 8212738
- Paul DavisInvestment adviser representativeParkshore Wealth ManagementCRD 8319680
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.