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Advisors near 92014

Out of 400,000+ nationwide

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Frederick P

Series 65

Poway, CA

Pearson, Frederick, Norman Jr.

Income planning Active portfolio management
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Kyle T

ChFC®, Series 66

La Mesa, CA

Tweet Management Services, Inc.

General estate planning guidance Cash flow / budgeting
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Brian C

Series 65

Solana Beach, CA

CSJ Wealth Management, LLC

Concentrated stock management Active portfolio management Options & derivatives strategies Real estate investing
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Clair L

Series 63, Series 65

Rancho Santa Fe, CA

Leedom Asset Management, Inc.

Active portfolio management Concentrated stock management Options & derivatives strategies
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John M

Series 65

Poway, CA

Engineering Financial Independence, Inc.

Options & derivatives strategies Active portfolio management Engineering Professional FIRE (Financial Independence Retire Early)
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Robert L

Series 63, Series 66

San Diego, CA

Torrey Wealth, LLC

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting
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Earl W

Series 66

San Diego, CA

Spirit Global Investment Advisors, LLC

Private / alternative investments Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Avelino C

Series 63, Series 65

La Jolla, CA

AC3 Capital

General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Curt D

CFP®, Series 63, Series 65

Solana Beach, CA

Goal Line Wealth Management, Inc.

Wealth management Annuities
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Bradley G

Series 63, Series 65

San Diego, CA

Thrive Portfolios

Tax-loss harvesting Options & derivatives strategies General tax planning Retirement income strategy
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