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Advisors near 92075

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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John O

Series 65

Carlsbad, CA

O'Reilly Wealth Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Brian C

Series 65

Solana Beach, CA

CSJ Wealth Management, LLC

Concentrated stock management Private / alternative investments Active portfolio management Tax-loss harvesting Founder/Business Owner
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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 Private / alternative investments Founder/Business Owner
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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 Wealth management Founder/Business Owner Executive Retired
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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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Ian M

Series 63, Series 65

La Jolla, CA

Reviresco Wealth Advisory LLC

General retirement planning Wealth management Executive Founder/Business Owner
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