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Find and compare 2-3 vetted financial advisors
matched to your specific needs.
Registered Advisors
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 Dimas, 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 Dimas, 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:
16
Years
Fee Structure
Asset Requirement: $250,000
Financial Services Provided:
Fee Structure
Asset Requirement: $250,000
Financial Services Provided:
Years of Experience:
15
Years
Fee Structure
Asset Requirement: $100,000
Name(s) of Custodian(s):
Pershing, LLC
Years of Experience:
15
Years
Fee Structure
Asset Requirement: $250,000
Financial Services Provided:
Years of Experience:
29
Years
Asset Requirement: $250,000
Financial Services Provided:
Years of Experience:
25
Years
Fee Structure
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, Charles Schwab
Years of Experience:
21
Years
Fee Structure
Asset Requirement: $25,000
Name(s) of Custodian(s):
Pershing
Years of Experience:
22
Years
Fee Structure
Asset Requirement: $500,000
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, Fidelity Investments
Years of Experience:
22
Years
Fee Structure
Asset Requirement: $3,000,000
Financial Services Provided:
Fee Structure
Financial Services Provided:
Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor had put our cash in a cookie--cutter investment plan and we wanted to find alternative options...
Susan - a retired executive
from New York.
Personalized advice for portfolio size
of 100K & above
Secure & Confidential
