Financial advisers in roseville, California
17 profiles with reported offices in roseville, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Mark HansenCEO/COO/CCOHansen & Associates Financial GroupCRD 2019098
David YelleInvestment adviser representativeHansen & Associates Financial GroupCRD 2123208- Terry WheelerCEOWE Alliance Wealth AdvisorsCRD 2163092
Donald St. ClairPresident, CCO, MemberSt. Clair FinancialCRD 2478175- Eric BatesInvestment adviser representativeRubicon Advisors, GPCRD 2489387
- Andrea HilderbrandInvestment adviser representativeSt. Clair FinancialCRD 2844654
- Louis BarrientosCEO/CCOFC360 Wealth ManagementCRD 3222223
- Keith WeinbaumInvestment adviser representativeNewbury Capital ManagementCRD 4293482
- Christopher CarolanManaging MemberDimensions Wealth ManagementCRD 4402629
- Brian RussellChief Financial and Technology Officer and Owner and PartnerRubicon Advisors, GPCRD 4731676
- Kali GrantChief Compliance OfficerDimensions Wealth ManagementCRD 4801059
- Michael LynchPrincipalLynch Financial AdvisorsCRD 5062414
- Mark MotellInvestment adviser representativeRubicon Advisors, GPCRD 5761970
Nyle BayerChief Executive OfficerUp Capital ManagementCRD 5790764
Lori MeterInvestment adviser representativeBright Lake Wealth ManagementCRD 5907653- Justin BougherInvestment adviser representativeWE Alliance Wealth AdvisorsCRD 6694040
- Rodney ThompsonInvestment adviser representativeWE Alliance Wealth AdvisorsCRD 7623863
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.