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.
Credentials
Series 66
Experience Industry experience
19 years
Location
Temecula, CA 92590
Merrill
Institution
Shirley Thompson is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Temecula, California. She brings over 15 years of experience in the financial services industry, specializing in helping clients achieve their financial goals through collaboration with CPAs and attorneys. Shirley is a qualified Senior Portfolio Advisor who provides traditional advice and manages custom investment strategies, leveraging a broad selection of Merrill Lynch model portfolios and third-party strategies. In her role, she may also manage investment advisory program strategies on a discretionary basis.
Shirley holds a Chartered Retirement Planning Counselor (CRPC) designation, along with Series 7 and 66 FINRA registrations and an Insurance License. She has completed coursework including Fundamentals of Investments and Process and Environment from The American College. Her academic credentials include a Bachelor of Science Degree in Business Administration with dual emphases in Finance and Management Information Systems from the University of California, Riverside, and an MBA with a focus on Finance from California State University, Long Beach.
In addition to her professional career, Shirley is involved in community organizations such as the Chinese Bible Church of Temecula Valley and the French Valley Baseball Softball Association. She also participates actively with Best Buddies, a nonprofit supporting friendships for people with intellectual and developmental disabilities. Shirley enjoys traveling and baseball, having visited all but four baseball stadiums in the United States. She resides in Murrieta, California, with her husband Robert, a licensed attorney and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management, and their four children.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Temecula, CA Better World Cir
3 Better World Cir
Temecula CA 92590
Advisors at this office
20
California · Texas
19 years of industry experience
Bank Of America,Na
2009 - Present • 17 years
Riverside, CA
Merrill
2006 - Present • 20 years
Riverside, CA
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Temecula, CA
Granite Wealth Advisors
Brent Lowe is a financial advisor with Granite Wealth Advisors in Temecula, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Granite Wealth Advisors since 2018 and previously spent eight years at Laurel Wealth Advisors, Inc. Granite Wealth Advisors is an independent registered investment adviser serving individuals and high-net-worth clients. The firm provides discretionary investment management, financial planning, and oversight of third-party subadvisers, managing diversified, risk-based portfolios with a strategic asset-allocation approach and ongoing monitoring.
Series 66
Fallbrook, CA
WealthLynk, Inc.
Scott Weber is a financial advisor at WealthLynk, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Tollminder. Weber is also an independent insurance agent. WealthLynk serves individual and high-net-worth clients, providing ongoing portfolio management and financial planning without additional fees. The firm follows a non-discretionary investment model, combining charting, fundamental analysis, and modern portfolio theory with quarterly reviews tailored to client risk tolerance and asset allocation.
Series 63, Series 66
Murrieta, CA
Fireplace Financial Inc
Nalin Bhatt is a financial advisor at Fireplace Financial Inc with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including SA Stone Investment Advisors Inc., Quest Capital Strategies, and Fireplace Financials and INS Services. Outside of advising, he owns and operates a bookkeeping and tax preparation business as a certified public accountant. Fireplace Financial serves individual clients by providing financial planning and access to third-party managed portfolios, combining professional accounting and tax services with licensed insurance activities. The firm typically operates on a non-discretionary basis and uses a multifaceted investment process drawing on behavioral, charting, cyclical, fundamental, and technical analysis.
Series 65
Murrieta, CA
The DR Team
Jared Fenlason is a financial advisor at The DR Team with six years of industry experience. He holds a Series 65 designation and has worked at Fenlason Financial Services Inc., CAC Planning and Insurance Services, Fenlason Group Inc., and Soberlink Inc. Fenlason Financial Services Inc., doing business as The DR Team, provides financial planning and investment consulting primarily to individuals in medical school, residency, and medical practice. The firm emphasizes a long-term investment approach focused on mutual funds and ETFs and offers educational seminars and workshops tailored to medical programs.
CFP®, Series 63
Fallbrook, CA
Wealth One Advisors
Rick Alvarado is a CFP®-designated financial advisor with 36 years of industry experience. He has been with Wealth One Advisors since 2000 and has a prior affiliation with LPL Financial dating back to 1993. Rick is based in Fallbrook, CA, and holds the Series 63 license. Wealth One Advisors provides financial planning and consulting services to individuals, high-net-worth households, trusts, estates, and certain pension or profit-sharing plans, with a focus on retirement, estate, and protection planning. The firm offers written plans and consulting engagements without managing client assets, using both fundamental and technical analysis to tailor investment strategies that emphasize long-term asset allocation and periodic rebalancing.
CFA®
Fallbrook, CA
Yorkville Capital Management LLC
Darren Schuringa is a CFA® charterholder and the sole advisor at Yorkville Capital Management LLC, where he has worked since 2006. He has 20 years of industry experience. Yorkville Capital Management provides discretionary portfolio management and investment supervisory services to high-net-worth individuals and various institutional and household accounts. The firm employs proprietary risk models and asset-allocation algorithms, tactical hedging, and short selling as part of its risk-management strategy.
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