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Advisors near 93561
Out of 400,000+ nationwide
Michael M
Series 63, Series 65
Bear Valley Springs, CA
Michael J.D. McCall, LLC
Michael McCall is the sole advisor at Michael J.D. McCall, LLC, an independent firm based in Bear Valley Springs, CA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having led his firm since its founding in 2003. Michael J.D. McCall, LLC provides comprehensive portfolio management and integrated financial planning to individuals, high-net-worth clients, corporations, charitable organizations, and other non-individual entities. The firm manages approximately $61.1 million on a discretionary basis, employing fundamental analysis and longer-term purchase strategies with regular portfolio reviews and rebalancing.
Thomas M
Series 66
Tehachapi, CA
Mills Financial Services LLC
Thomas Mills is the sole advisor at Mills Financial Services LLC in Tehachapi, California, with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Waddell & Reed, Inc. and AllState Insurance Company. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. Mills Financial Services LLC provides customized financial planning and portfolio management for individuals, including high-net-worth clients, and small businesses. The firm incorporates fundamental analysis and Modern Portfolio Theory to construct diversified, nondiscretionary portfolios and also offers educational workshops and retirement plan assistance.
Lance P
Series 63, Series 65
Tehachapi, CA
Independent Financial Group, LLC
Lance Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at NPB Financial Group, LLC and Cetera Advisor Networks LLC. Patton also operates a financial planning business as an independent contractor. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, with services including brokerage, portfolio management, financial planning, and retirement plan solutions.
Jennifer P
Series 66
Tehachapi, CA
Edward Jones
Thomas O
Series 66
Tehachapi, CA
Edward Jones
Francisco G
CFP®, ChFC®, Series 66
Tehachapi, CA
Edward Jones
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Advisors near 93561
Out of 400,000+ nationwide