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Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in San Diego, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in San Diego, California near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Years of Experience:
15
Years
Fee Structure
Asset Requirement: $100,000
Financial Services Provided:
Fee Structure
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, Fidelity Investments, Charles Schwab, Axos
Years of Experience:
35
Years
Fee Structure
Asset Requirement: $1,000,000
Financial Services Provided:
Years of Experience:
22
Years
Fee Structure
Asset Requirement: $100,000
Financial Services Provided:
Name(s) of Custodian(s):
Bank of New York Mellon
Years of Experience:
15
Years
Fee Structure
Asset Requirement: $100,000
Name(s) of Custodian(s):
Pershing, LLC
Years of Experience:
21
Years
Fee Structure
Asset Requirement: $25,000
Name(s) of Custodian(s):
Pershing
Years of Experience:
10
Years
Fee Structure
Asset Requirement: $2,000,000
Financial Services Provided:
Years of Experience:
25
Years
Fee Structure
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, Charles Schwab