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Brandy C

Series 63, Series 66

San Diego, CA

Raymond James Financial

Brandy Clements Corder is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Commonwealth Financial Network and LPL Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting supported by advanced modeling tools and maintains unique capabilities in municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael M

Series 63

San Diego, CA

Raymond James Financial

Michael Manning is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds a Series 63 designation and previously spent 15 years with Commonwealth Financial Network. In addition to his advisory role, he is the CEO and majority owner of The Manning Companies, which provides wealth management and retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporate pension plans, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William C

Series 66

San Diego, CA

Raymond James Financial

William Corder is a financial advisor at Raymond James Financial with 20 years of industry experience. He previously worked at Manning Wealth Management, Inc. for 12 years and Commonwealth Financial Network for 15 years. He is also the Chief Operating Officer of The Manning Companies, a support company based in San Diego. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through various advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Calen K

Series 66, Series 63

San Diego, CA

Raymond James Financial

Calen Ketcham is a financial advisor at Raymond James Financial with four years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Commonwealth Financial Network and Everyday California. In addition to his advisory role, he serves as a Senior Client Service Representative at The Manning Companies. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools such as risk profiling and probability modeling to support non-discretionary planning and investment consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Heather N

Series 63, Series 66

San DIego, CA

Raymond James Financial

Heather Nicholas is a financial advisor with Raymond James Financial in San Diego, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at firms including Manning Wealth Management, Commonwealth Financial Network, and OneAmerica Securities. Nicholas also engages in fixed insurance sales as part of her financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs with a notable municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Raymond F

Series 66

San Diego, CA

Raymond James Financial

Raymond Fagalde is a financial advisor with Raymond James Financial in San Diego, CA, holding a Series 66 designation. He has one year of industry experience and has held roles at The Manning Companies and Raymond James Financial Services, Inc. Prior to his advisory career, he worked in various positions including at Robert Half and Saint Mary's College of California. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs while maintaining specialized services in municipal and public finance.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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