Advisor at AdvisorNet Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AdvisorNet Wealth Partners
Location
San Luis Obispo, CA 93401
Credentials
Series 63, Series 65
Industry experience
29 years
Based on AdvisorNet Wealth Partners
1220 Osos Street
San Luis Obispo, CA 93401
California
AdvisorNet Wealth Partners
2025 - Present (1 year)
Cetera
2023 - Present (3 years)
Hemme Wealth Management
2020 - Present (6 years)
Cetera Wealth Services, LLC
2020 - Present (6 years)
Old National Bank
2018 - 2020 (2 years)
Klein Bank
2016 - 2018 (2 years)
LPL Financial
2014 - 2020 (6 years)
Coast Hills Credit Union
2014 - 2016 (2 years)
Farm Land Rental
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
San Luis Obispo, CA
Burkart & Stevens Wealth Management
Series 65, Series 66
Arroyo Grande, CA
Phase Line Financial
Series 63, Series 65
San Luis Obispo, CA
HATHER, Robert K
CFP®, PFS™
San Luis Obispo, CA
Elemental Wealth Advisors, LLC
CFP®
San Luis Obispo, CA
Aquila Wealth Advisors
Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.
Series 63, Series 65
San Luis Obispo, CA
Lance Parker Wealth Management
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