Wealth Management Providers
Explore professional profiles.
Search by name, location, firm, or practice focus. Historical records and researched profiles are clearly labeled.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
JC Joseph Constantine BonacciHistorical record | Next Financial Group, Inc.Financial professional | SacramentoCalifornia | Financial services | |
KL Kate Leslie PierceHistorical record | UBS Financial Services Inc.Senior Wealth Strategy Associate | Los AngelesCalifornia | Financial services | |
KB Katherine Barr VintHistorical record | Sanford C. Bernstein & Co., LLCClient Advisor, Vice President | San DiegoCalifornia | Wealth management | |
KI Kayvan IzadpanahHistorical record | RBC Capital Markets, LLCFinancial Advisor | San FranciscoCalifornia | Wealth management | |
KS Kenneth S EsmanHistorical record | J.P. Morgan Securities LLCPrivate Banker | Los AngelesCalifornia | Wealth management | |
KG Kevin Gerard BettsHistorical record | Citigroup Global Markets Inc.Investment Advisor, Vice President | San FranciscoCalifornia | Wealth management | |
KH Kevin Hugh SmithHistorical record | Wells Fargo Clearing Services, LLCFinancial Advisor, Managing Director, Market Leader | Los AngelesCalifornia | Wealth management | |
KF Kyle Frederick LustenbergerHistorical record | UBS Financial Services Inc.Executive Director | San FranciscoCalifornia | Financial services | |
LR Larry Robert SchneiderHistorical record | Ameriprise Financial Services, LLCFinancial Advisor | Laguna NiguelCalifornia | Wealth management | |
LN Londyn N. Crowder-MareeHistorical record | Morgan StanleyPrivate Banker | Santa BarbaraCalifornia | Financial services | |
ML Mandy Lee McClungHistorical record | Morgan StanleyExecutive Director, Regional Sales Manager | San FranciscoCalifornia | Financial services | |
MM Marc MorganHistorical record | Laidlaw & Company (UK) Ltd.Financial Consultant | San FranciscoCalifornia | Wealth management |
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