California > Carlsbad Yellow Pages > Finance > Investment Services & Advisors

Carlsbad Investment Services & Advisors

Local Businesses: 77

10 Star Asset Management

5800 Armada Drive Suite 110
Carlsbad, CA 92008-4611
(760) 930-1010
Categories: Investment Services & Advisors

Amerifirst Financial Inc

2794 Gateway Road
Carlsbad, CA 92009-1730
(760) 268-0145
Categories: Mortgage Bankers & Correspondents, Investment Services & Advisors

Ameriprise Financial

2121 Palomar Airport Road Suite 204
Carlsbad, CA 92011-1497
(760) 929-0776
Categories: Financial Services, Financial Planning Consultants

Aro Partners

1015 Chestnut Avenue Suite A3
Carlsbad, CA 92008-2564
(760) 434-6054
Pete Deprosperis (Manager)
Categories: Investment Services & Advisors

Associated Securites

6498 Paseo Lazo
Carlsbad, CA 92009-3032
(760) 633-4850 +view more
Categories: Loans Personal, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Associated Securities Corporation

6498 Paseo Lazo
Carlsbad, CA 92009-3032
(760) 633-4854
Categories: Loans Personal, Financial Planning Consultants

Atlas Chet Cert Finan Planner Tm Profess Associates Securities Co

6120 Paseo Del Norte
Carlsbad, CA 92011-1150
(760) 730-1960
Chet Atlas (Owner)
Categories: Financial Planning Consultants

Bahr Candace

6928 Tradewinds Drive
Carlsbad, CA 92011-3225
(760) 431-9288
Candace Bahr
Categories: Investment Management Services

Bahr Investment Group

6928 Tradewinds Drive
Carlsbad, CA 92011-3225
(760) 431-9288
Candace Bahr (President)
Categories: Investment Management Services

Bandemer Accountancy Corp. Bruce Bandemer Cpa Mstax

2720 Jefferson Street
Carlsbad, CA 92008-1703
(760) 434-1522
Bruce Bandemer (Cpa)
Services: Accounting, Estate Planning, Tax Planning, Tax Return Preparation, Bookkeeping,…
Categories: Tax Return Preparation, Public Accountants, Financial Planning Consultants

Barrett Solutions

1808 Aston Avenue
Carlsbad, CA 92008-7369
(760) 476-2718
Categories: Financial Planning Consultants

Callan

7302 Sitio Lirio
Carlsbad, CA 92009-9553
(760) 632-1332
James Morris (Executive)
Categories: Security Brokers & Dealers

Calvetlending

7137 Linden Terrace
Carlsbad, CA 92011-4718
(760) 804-2700
Categories: Financial Services, Financial Assistants

Capital Asset Management

3100 Ocean Street
Carlsbad, CA 92008-2962
(760) 720-1400
Categories: Financial Planning Consultants, Hotels & Motels

Carlsbad Wealth Advisory Group

5927 Balfour Court Suite 207
Carlsbad, CA 92008-7377
(760) 607-0812
David George (Owner)
Categories: Financial Planning Consultants

Charles Schwab - Carlsbad

Carlsbad, CA 92008
(800) 435-4000
Categories: Holding Companies, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Cornerstone Wealth Advisor

1808 Aston Avenue Suite 150
Carlsbad, CA 92008-7367
(760) 476-1376
Sean Barrett (Ceo)
Categories: Financial Planning Consultants

Cp Airline

5670 El Camino Real
Carlsbad, CA 92008-7125
(760) 710-2000
Categories: Financial Planning Consultants

Crowell Weedon & Co

1921 Palomar Oaks Way Suite 102
Carlsbad, CA 92008-6595
(760) 931-9191 +view more
Alan Grossman (Partner)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: J.Robby Robinson

MAKING SENSE OF INVESTING
300 Carlsbad Village Drive Suite 119
Carlsbad, CA 92008-2991
(760) 434-9555
Products: Carlsbad Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Justin Peek

MAKING SENSE OF INVESTING
7740 El Camino Real Suite H
Carlsbad, CA 92009-8515
(760) 635-1097
Products: Carlsbad Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Matt Leonard

MAKING SENSE OF INVESTING
2588 El Camino Real Suite L
Carlsbad, CA 92008-1213
(760) 434-7083
Products: Carlsbad Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Sandra R Reck

MAKING SENSE OF INVESTING
7220 Avenida Encinas Suite 110a
Carlsbad, CA 92011-4660
(760) 431-8933
Products: Carlsbad Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Stocks & Bond Brokers, Investments & Mutual Funds

Edward Jones - Financial Advisor: Vincent T Alessi

MAKING SENSE OF INVESTING
1265 Carlsbad Village Drive Suite 220
Carlsbad, CA 92008-1972
(760) 729-8300
Products: Carlsbad Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Financial Advisors Of America Llc

1930 Palomar Point Way Suite 104
Carlsbad, CA 92008-5579
(760) 930-0397
Pertti Visuri (Principal)
Categories: Financial Planning Consultants

Financial Focus

1903 Wright Place Suite 150
Carlsbad, CA 92008-6584
(760) 431-3040
Barbara Williams (Owner)
Products: Iras, Individual Retirement Account
Services: Consultations
Categories: Financial Planning Consultants

Financial Planning Solutions Inc.

2784 Gateway Road Suite 102
Carlsbad, CA 92009-1750
(760) 929-1180 +view more
Shelley Boyce (Owner)
Categories: Financial Planning Consultants

Financial Services Network

5963 La Place Court
Carlsbad, CA 92008-8821
(760) 431-3788
Anke Lee (Owner)
Categories: Financial Planning Consultants

Fletcher Financial Llc

1544 Weatherly Road
Carlsbad, CA 92011-4040
(760) 692-2222
Categories: Investment Services & Advisors

Frank Financial Services

2710 Loker Avenue West Suite 230
Carlsbad, CA 92010-6646
(760) 438-3360
Categories: Financial Services, Financial Planning Consultants

Freeman Laryssa

2715 Palmetto Drive
Carlsbad, CA 92009-3081
(760) 602-5091
Laryssa Freeman
Categories: Financial Planning Consultants

Garland & Associates

701 Palomar Airport Road
Carlsbad, CA 92011-1027
(760) 931-4765
Categories: Financial Planning Consultants

Gay Reeves Financial

1746 Sorrel Court
Carlsbad, CA 92011-5146
(760) 438-1796
Gay Reeves (Owner)
Categories: Financial Planning Consultants

Genwoth Genwoth

2888 Loker Avenue East
Carlsbad, CA 92010-6682
(760) 448-5466
Categories: Financial Planning Consultants

Green Rug Investments Partners Llc

2794 Loker Avenue West
Carlsbad, CA 92010-6616
(760) 929-0577
Categories: Security Brokers & Dealers

Gsg Capital Advisors

2035 Corte Del Nogal
Carlsbad, CA 92011-1459
(760) 804-3814
Categories: Security Brokers & Dealers

Hunter Chase & Company Llc

5740 Fleet Street
Carlsbad, CA 92008-4708
(760) 930-0090
Categories: Investment Management Services

Investment Quality Trends

2888 Loker Avenue East
Carlsbad, CA 92010-6682
(858) 459-3818
Categories: Investment Services & Advisors

Labrum Wealth Management

6128 Innovation Way
Carlsbad, CA 92009-1728
(760) 707-5555
Categories: Financial Planning Consultants

Landry Financial Inc.

6183 Paseo Del Norte Suite 250
Carlsbad, CA 92011-1153
(760) 476-1966
Tim Landry (Owner)
Categories: Financial Planning Consultants

Lendspark

3142 Tiger Run Court Suite 117
Carlsbad, CA 92010-6694
(760) 660-4355 +view more
Categories: Business Development, Savings & Loan Associations, Savings Banks, Financial Planning Consultants

Linsco Private Ledger Financial Services

5927 Balfour Court Suite 101
Carlsbad, CA 92008-7376
(760) 438-9772
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Services, Financial Planning Consultants

Loker Llc

2768 Loker Avenue West
Carlsbad, CA 92010-6680
(760) 692-2200 +view more
Categories: Security Brokers & Dealers

Lpl Financial

2518 Unicornio Street
Carlsbad, CA 92009-5325
(760) 634-1195
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mayes Financial Planning

2755 Jefferson Street Suite 208
Carlsbad, CA 92008-1715
(760) 729-8900
Rick Mayes (Owner)
Categories: Financial Planning Consultants

Meketa Investment Group

5796 Armada Drive Suite 110
Carlsbad, CA 92008-4694
(760) 795-3450
James Meketa (Ceo)
Categories: Security Brokers & Dealers

Meritage Wealth Management

2715 Palmetto Drive
Carlsbad, CA 92009-3081
(760) 602-5091
Categories: Financial Planning Consultants

Merrill Lynch

1000 Aviara Drive Suite 200
Carlsbad, CA 92011-4218
(760) 930-3100
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mission Pacific Asset Mangmnt Inc.

2177 Salk Avenue Suite 180
Carlsbad, CA 92008-7387
(760) 602-0832 +view more
Categories: Financial Planning Consultants

Morris Wealth Management

701 Palomar Airport Road Suite 300
Carlsbad, CA 92011-1028
(760) 931-4882
Kelly Morris (Owner)
Categories: Financial Planning Consultants, Investment Management Services

Pointpredictive Inc.

2111 Palomar Airport Road
Carlsbad, CA 92011-1418
(760) 602-5034
Categories: Financial Planning Consultants

Pythius Financial

1910 Palomar Oaks Way
Carlsbad, CA 92008-6510
(858) 356-5168
Categories: Financing Personal, Investment Services & Advisors

Quinlan Financial Group

2403 La Costa Avenue
Carlsbad, CA 92009-7304
(760) 633-0044
Edward Quinlan (Owner)
Categories: Financial Planning Consultants

Retirement Solutions Inc

5857 Owens Avenue Suite 110
Carlsbad, CA 92008-5507
(760) 603-0700 +view more
Scott Chelberg (President)
Products: , Individual Retirement Account
Services: Accounting, Asset Allocation, Asset Management, Brokerage Services, Business…
Categories: Financial Planning Consultants

Savewealth

1959 Palomar Oaks Way
Carlsbad, CA 92011-1314
(760) 579-0160
Products: Annuities, Mutual Funds, Stocks, Equities
Services: Asset Management, Banking, Educational Planning, Estate Planning, Estate Tax,…
Categories: Financial Planning Consultants

Senior Move Masters

6064 Corte Del Cedro
Carlsbad, CA 92011-1514
(760) 931-6200
Categories: Financial Planning Consultants, Moving Companies

Sierra Pacific Financial Management

5927 Balfour Court Suite 101
Carlsbad, CA 92008-7376
(760) 438-9772
Categories: Insurance Carriers, Financial Planning Consultants

Sierra Wealth Group Llc

2647 Gateway Road
Carlsbad, CA 92009-1755
(760) 918-0404
Categories: Financial Planning Consultants

Sterling Financial

7720 El Camino Real
Carlsbad, CA 92009-8508
(760) 635-0944
Categories: Financial Services, Financial Planning Consultants

Sterling Global Strategies Llc

1808 Aston Avenue
Carlsbad, CA 92008-7369
(760) 603-8881
Categories: Business Services, Investment Services & Advisors

Stifel Nicolaus

5780 Fleet Street Suite 250
Carlsbad, CA 92008-4715
(760) 804-3400
Nicolaus Stifel
Categories: Financial Services, Investment Services & Advisors

Sweeten Wealth Management

2244 Faraday Avenue Suite 90
Carlsbad, CA 92008-7208
(800) 841-2796
Categories: Financial Services, Insurance Carriers, Financial Assistants

Tahoe Fixed Income Llc

5740 Fleet Street Suite 120
Carlsbad, CA 92008-4704
(760) 448-5917
Mark Elmore (Owner)
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Tax Pros

2888 Loker Avenue East Suite 120
Carlsbad, CA 92010-6684
(760) 931-6789
Michael Lee (Cpa)
Services: Income Tax Preparation, Business And Personal, Personal Service, Irs Problem…
Categories: Tax Return Preparation, Public Accountants, Financial Planning Consultants

Td Ameritrade

701 Palomar Airport Road Suite 100
Carlsbad, CA 92011-1026
(760) 602-5920
Categories: Bonds, Investment Management Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers, Investments & Mutual Funds

Tesoro Companies Inc

665 Palomar Airport Road
Carlsbad, CA 92011-1024
(760) 431-0812
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Titus Financial

2558 Roosevelt Street Suite 304
Carlsbad, CA 92008-1672
(760) 729-9119
Brad Titus (Owner)
Categories: Financial Planning Consultants

U.S. Bank

2687 Gateway Road
Carlsbad, CA 92009-1726
(760) 438-2219 +view more
Veronica Hernandez (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

2520 El Camino Real
Carlsbad, CA 92008-1201
(760) 754-3040 +view more
Samuel Rodriguez (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

7730 El Camino Real
Carlsbad, CA 92009-8506
(760) 942-2832 +view more
Renee Mcguire (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

5804 Van Allen Way
Carlsbad, CA 92008-7300
(760) 929-3700 +view more
Katharine Giesick (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Ubs Financial Services

5050 Avenida Encinas Suite 370
Carlsbad, CA 92008-4386
(760) 918-3420
Products: Bonds, Futures, International Securities, Iras, Loans, Mutual Funds, Stocks,…
Services: Asset Management, Banking, Brokerage Services, Business Banking, Business Loans,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Veck Investments

880 Carlsbad Village Drive
Carlsbad, CA 92008-2324
(760) 730-9176 +view more
Categories: Security Brokers & Dealers

West Provident Financial Services

701 Palomar Airport Road
Carlsbad, CA 92011-1027
(760) 931-4713
Categories: Financial Services, Financial Planning Consultants

Westcott & Associates Ltd

7668 El Camino Real
Carlsbad, CA 92009-7932
(760) 632-1663
Dorthy Westcott (Owner)
Categories: Security Brokers & Dealers, Legal Professionals

Wohu Vii Llc

1545 Faraday Avenue
Carlsbad, CA 92008-7449
(760) 602-8464
Categories: Investment Services & Advisors

Zyan Capitol Inc

5927 Priestly Drive
Carlsbad, CA 92008-8800
(760) 579-7500
Categories: Investment Management Services


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