Financial advisers in Thousand Oaks, California
9 profiles with reported offices in Thousand Oaks, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Joseph GarciaVice PresidentPacific Financial StrategiesCRD 1626067
Terri McGrayPresident, Wealth Manager, and Chief Compliance OfficerLongevity Capital ManagementCRD 1906340- Scott WoodVice PresidentDRH InvestmentsCRD 2424216
- Jeremy HoferPresident/Chief Compliance OfficerHofer & AssociatesCRD 4909799
- David HansenPresidentDRH InvestmentsCRD 5210273
- Anna-Christina BrockschmidtCEO & CCO, IarPacific Financial StrategiesCRD 6317269
Matthew D'AgostinoVice PresidentYour Private Client GroupCRD 6745231- Vrishin SubramaniamInvestment adviser representativeProspero WealthCRD 7260268
- Ryan ClemInvestment adviser representativeHofer & AssociatesCRD 8331576
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.