Financial advisers in Sacramento, California
15 profiles with reported offices in Sacramento, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Ronald PetroffInvestment adviser representativeDeCamilla Capital ManagementCRD 1317738- Nina AdamsOwner and Investment Adviser RepresentativeAf AdvisorsCRD 2163086
- Jeffrey AdamsPresident and Chief Compliance OfficerAf AdvisorsCRD 2712051
- Yee Ki WanManaging Member & Chief Compliance OfficerKW Wealth ManagementCRD 3078166
Brian BoydManaging MemberBoyd Wealth ManagementCRD 3091368- Matthew PageChief Compliance OfficerLucas Group Financial PlannersCRD 3166601
- Todd HadleyInvestment adviser representativeLucas Group Financial PlannersCRD 4107233
Ryan TriplettManaging Member/Chief Compliance OfficerBoyd Wealth ManagementCRD 5329858
Justin SteingraberPortfolio Manager/PartnerBoyd Wealth ManagementCRD 5682293- Gurpreet SinghInvestment adviser representativeGilbert Greg RIACRD 6459445
Colby DotsonInvestment adviser representativeBoyd Wealth ManagementCRD 6784916- Tigh RickmanVP, CIO, CFO, CCO, SecretaryDeCamilla Capital ManagementCRD 6943040
- Paola Quintero SalazarInvestment adviser representativeLucas Group Financial PlannersCRD 7465154
- Jiyao PengInvestment adviser representativeBoyd Wealth ManagementCRD 7488019
Leigh BeamanInvestment adviser representativeWheels Up WealthCRD 7864777
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.