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11 advisors near
93271
within the area shown on the map
Out of 400,000+ nationwide
Bryan M
Series 66
Exeter, CA
Pasadena Private Wealth, LLC
Bryan Muth is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including GT Securities, Inc., Pensionmark Securities, LLC, and Bank of America, N.A. Outside of his advisory role, he coaches boys water polo at Exeter Union High School. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental, model-driven investment approach with a focus on long-term portfolio construction and includes a range of investment vehicles such as ETFs, mutual funds, and alternative strategies.
Brenna B
Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Brenna Bonillas is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds a Series 66 credential and has worked at Ameritas entities, Harvest Wealth Group, LPL Financial, and various other firms. Outside of advisory roles, she is involved with First Sierra Insurance Services, where she assists with Medicare review and applications. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and consulting services, supporting client portfolios with internal and third-party resources.
James S
Series 63, Series 65
Exeter, CA
Ameritas Advisory Services, LLC
James Shaffer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes 14 years at Allstate in various financial services roles and a long tenure with Genworth Life Insurance Company. He occasionally handles servicing for legacy insurance business outside his advisory role. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.
David E
Series 63, Series 65
Exeter, CA
Ameritas Advisory Services, LLC
David Ediger is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Co. Outside of his advisory work, he serves as president of Bendicion A Las Naciones, Inc., an organization that provides leadership and family values conferences. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a comprehensive platform and multiple third-party partnerships.
Elizabeth J
Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Elizabeth Jacques is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Morgan Stanley. Outside of finance, she owns Elizabeth Jacques Photography and is involved in retail sales of artisanal home goods through Manor & Market. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial platforms while employing third-party tools and an investment committee to support portfolio management.
Michael Y
Exeter, CA
Ameritas Advisory Services, LLC
Michael Young is a financial advisor with Ameritas Advisory Services, LLC, holding one year of industry experience. He has a background in business operations as president of two companies: 20/20 Employee Benefits, which sells group health insurance and Medicare plans, and Artletic Apparel, a manufacturer of running and cycling apparel. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts.
Eric S
Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Eric Stevens is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 credential and has worked with several firms, including Harvest Wealth Group and Canvas Financial. Stevens is also licensed as an independent insurance agent, providing fixed insurance products and assisting in financial planning and investment services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.
Philip S
Series 63, Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Philip Slater is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with firms including Bank of America, Merrill, and JP Morgan Chase Bank. Slater is also involved with Harvest Wealth Group, focusing on financial planning and investment advice. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.
David B
Series 66, Series 63
Exeter, CA
Ameritas Advisory Services, LLC
David Biggs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and having one year of industry experience. He has worked at several firms including Harvest Wealth Group, Bank of America, Merrill, Northwestern Mutual, and Lowe’s, where he also has a role helping reorganize the lawn and garden department and assisting customers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by a network of Investment Adviser Representatives and third-party resources.
Garrett G
Series 63, Series 66
Exeter, CA
Ameritas Advisory Services, LLC
Garrett German is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Ameritas Life Insurance Company and various affiliated firms since 2006, as well as earlier experience dating back to 1999. Outside of financial advising, he owns and manages a coin-operated car wash and a 10-acre orange farm, and he serves as director of a family foundation involved in missionary work internationally. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, with portfolio construction supported by an investment committee and third-party partners.
Jaison N
Series 66
Three Rivers, CA
Raymond James Financial
Jaison Norton is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role, he worked at Edward Jones for six years. Norton is also involved in education, serving as a professor with Gorman Learning Center and Proximity Learning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and advisory services supported by analytical tools and offers unique municipal and public-finance capabilities.
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Finding advisors...
11 advisors near
93271
within the area shown on the map
Out of 400,000+ nationwide