California > La Jolla Yellow Pages > Finance > Investment Services & Advisors

La Jolla Investment Services & Advisors

Local Businesses: 84

Allen R Glick

La Jolla, CA 92037
(858) 454-1141
Allen Glick
Categories: Investment Services & Advisors

Allianz Global Investors

4250 Executive Square
La Jolla, CA 92037-1482
(858) 452-3811
Categories: Security Brokers & Dealers

Altegris Services Llc

1200 Prospect Street
La Jolla, CA 92037-3608
(858) 459-7040
Categories: Investment Management Services

Altman Investment Co Lp

7979 Ivanhoe Avenue Suite 550
La Jolla, CA 92037-4543
(858) 456-7566
Categories: Investment Management Services

Aq Johnson & Company

7855 Ivanhoe Avenue Suite 210
La Jolla, CA 92037-4508
(858) 454-4837
Arthur Johnson (President)
Categories: Investment Services & Advisors

Avenue Advisors Llc

La Jolla, CA 92037
(858) 457-4579
Categories: Financial Planning Consultants

Barracuda Capital Management

7825 Fay Avenue Suite 200
La Jolla, CA 92037-4270
(858) 456-5744
Categories: Investment Services & Advisors

Bdo

4250 Executive Square Suite 600
La Jolla, CA 92037-9105
(858) 404-9200
Categories: Public Accountants, Financial Management & Consulting

Benchmark Advisory Partners

7817 Herschel Avenue
La Jolla, CA 92037-4454
(858) 568-7059
Categories: Investment Services & Advisors

Carlisle Enterprises

7777 Fay Avenue
La Jolla, CA 92037-4327
(858) 459-2922
Dale Ziegler (Manager)
Categories: Investment Services & Advisors

Carter Financial Registered Principal Linsco Private Ledger

4225 Executive Square
La Jolla, CA 92037-9122
(858) 678-0579
Steve Carter (Owner)
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Planning Consultants

Charles Schwab - La Jolla

La Jolla, CA 92037
(800) 435-4000
Categories: Holding Companies, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Chicago Growth Partners

1200 Prospect Street
La Jolla, CA 92037-3608
(858) 459-9300
Categories: Security Brokers & Dealers

Cica Inc.

7979 Ivanhoe Avenue Suite 530
La Jolla, CA 92037-4513
(858) 454-4216
Hans Schoepflin (President)
Products: Bonds, Iras, Mutual Funds, Real Estate, Stocks, Equities, Fixed Income Securities,…
Services: Asset Management, Brokerage Services, Consultations, Individual Services, Investment…
Categories: Investment Services & Advisors

Citi Pwm

7911 Herschel Avenue Suite 100
La Jolla, CA 92037-4448
(858) 456-2636
Categories: Financial Services, Financial Planning Consultants

Citi Pwm

8813 Villa La Jolla Drive Suite 2001
La Jolla, CA 92037-1927
(858) 320-0087 +view more
Categories: Financial Services, Financial Planning Consultants

Clelland & Co Inc

4225 Executive Square Suite 1050
La Jolla, CA 92037-9210
(858) 587-8700
Robert Clelland (Owner)
Categories: Investment Services & Advisors

Coastwise Capital Group Llc

888 Prospect Street Suite 201
La Jolla, CA 92037-4261
(858) 454-6670
Kyle Scott (Ceo)
Categories: Investment Services & Advisors

Cp Eaton & Associates

7825 Fay Avenue
La Jolla, CA 92037-4252
(858) 456-5571
Categories: Investment Management Services

Delphos Group The

2744 Caminito Prado
La Jolla, CA 92037-4009
(858) 456-2824
Richard Haskel (Manager)
Categories: Financial Planning Consultants

Dow Theory Letters

7590 Fay Avenue Suite 404
La Jolla, CA 92037-4872
(858) 454-0481 +view more
Richard Russell (President)
Categories: Investment Services & Advisors

Edward Jones - Financial Advisor: Andrew Ward

MAKING SENSE OF INVESTING
5695 La Jolla Boulevard
La Jolla, CA 92037-7524
(858) 454-2823
Products: La Jolla 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: Jamie A Meronoff

MAKING SENSE OF INVESTING
7514 Girard Avenue Suite 7
La Jolla, CA 92037-5156
(858) 551-9811
Products: La Jolla 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: Miles Jones

MAKING SENSE OF INVESTING
828 Prospect Street Suite A
La Jolla, CA 92037-4263
(858) 551-8634
Products: La Jolla Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Evergreen Wealth Management

7852 Ivanhoe Avenue
La Jolla, CA 92037-4501
(858) 459-9513 +view more
Alan Aiello (Owner)
Categories: Financial Management & Consulting

Fleming Lessard And Shields

4225 Executive Square
La Jolla, CA 92037-9122
(858) 642-2800
Categories: Financial Planning Consultants

Foothill Securities

La Jolla, CA 92037
(858) 458-0991
Categories: Insurance Carriers, Security Brokers & Dealers

Freeman Jim Financial Alternatives

7734 Herschel Avenue Suite L
La Jolla, CA 92037-4433
(858) 459-8289
Christopher Jaccard
Services: Accounting
Categories: Financial Planning Consultants

Freestyle Capital

1250 Prospect Street
La Jolla, CA 92037-3680
(858) 551-1170
Categories: Investment Services & Advisors

Girard Investment

7868 Girard Avenue
La Jolla, CA 92037-4230
(858) 459-4674
Categories: Investment Services & Advisors

Higgins Capital Management

2223 Avenida De La Playa Suite 210
La Jolla, CA 92037-3218
(858) 459-2695
Categories: Investment Management Services

Higgins Capital Management Inc.

2223 Avenida De La Playa Suite 210
La Jolla, CA 92037-3218
(858) 459-2993 +view more
Raymond Higgins (Ceo)
Categories: Investment Services & Advisors

Hillegas Advisory Services

La Jolla, CA 92037
(858) 452-2234
Categories: Financial Planning Consultants

Honeycutt Smith & Associates

4225 Executive Square Suite 955
La Jolla, CA 92037-9152
(858) 200-0900
Paul Honeycutt (Owner)
Categories: Financial Planning Consultants

Hunter Group

2223 Avenida De La Playa Suite 105
La Jolla, CA 92037-3217
(858) 459-5830
Jeffrey Lysaught (Owner)
Categories: Investment Services & Advisors

Investment Advisory Service

4180 La Jolla Village Drive
La Jolla, CA 92037-1402
(858) 866-0269
Categories: Investment Services & Advisors

Investment Placement Group

7724 Girard Avenue
La Jolla, CA 92037-4424
(858) 459-2344
David Guss (Owner)
Categories: Investment Services & Advisors

Kirk Lester

7590 Fay Avenue
La Jolla, CA 92037-4885
(858) 456-2168
Lester Kirk
Categories: Financial Planning Consultants

La Jolla Cove Investors

1150 Silverado Street
La Jolla, CA 92037-4524
(858) 551-8789
Categories: Investment Services & Advisors

La Jolla Economics

7608 La Jolla Boulevard
La Jolla, CA 92037-4702
(858) 456-4567
Victor Canto (Owner)
Products: International Securities, Stocks, Equities, Global Investments
Services: Asset Allocation, Asset Management, Asset Protection
Categories: Financial Planning Consultants

La Jolla Institute For Wealth Management

7946 Ivanhoe Avenue Suite 214
La Jolla, CA 92037-4517
(858) 459-8818
Duke Johnson (President)
Categories: Investment Services & Advisors

La Jolla Management Company

7855 Ivanhoe Avenue Suite 317
La Jolla, CA 92037-4509
(858) 481-7767
Categories: Financial Planning Consultants

Laurel Wealth Advisors Inc.

8008 Girard Avenue Suite 330
La Jolla, CA 92037-4161
(858) 459-1101
Categories: Financial Planning Consultants

Lbm Investments

La Jolla, CA 92037
(858) 454-0506
Categories: Armored Car Service, Investment Services & Advisors

Litton Financial

4225 Executive Square Suite 1030
La Jolla, CA 92037-1486
(858) 546-1247
William Litton (Owner)
Categories: Financial Planning Consultants

Marcrest Inc.

La Jolla, CA 92037
(858) 274-7159
Categories: Investment Management Services

Merrill Lynch

7825 Fay Avenue Suite 300
La Jolla, CA 92037-4255
(858) 456-3600
A Muecke (Vp)
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Morgan Stanley - La Jolla Offices

1225 Prospect Street Suite 200
La Jolla, CA 92037-3688
(858) 597-7777 +view more
Categories: Financial Planning Consultants, Security Brokers & Dealers

Newbury Capital Management

7979 Ivanhoe Avenue
La Jolla, CA 92037-4503
(858) 551-2600
Categories: Investment Services & Advisors

Ondaatje

875 Prospect Street
La Jolla, CA 92037-4264
(858) 551-6835
Services: Business Services, Educational Planning, Online Services, Commercial Services,…
Categories: Investment Services & Advisors

Oxford Investment Group-California Inc.

9404 Genesee Avenue Suite 200
La Jolla, CA 92037-1354
(858) 458-1124
Categories: Security Brokers & Dealers

Pattern Energy

4225 Executive Square Suite 260
La Jolla, CA 92037-1483
(858) 677-6711
Categories: Investment Services & Advisors

Perkins Johnathan

7590 Fay Avenue
La Jolla, CA 92037-4885
(858) 454-0770
Johnathan Perkins
Categories: Investment Services & Advisors

Precise Investment Management Inc

La Jolla, CA 92037
(858) 646-0019
Categories: Investment Services & Advisors

R.L. Roberts Retirement Planning

7825 Fay Avenue Suite 200
La Jolla, CA 92037-4270
(858) 456-3572
Categories: Retirement Planning Consultants & Services

Rbc Wealth Management

4250 Executive Square
La Jolla, CA 92037-1482
(858) 458-9400
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Security Brokers & Dealers

Richland Report The

7865 Roseland Drive
La Jolla, CA 92037-4016
(858) 459-2612
Categories: Investment Services & Advisors

Russell Richard L Dow Theory Letters

7590 Fay Avenue
La Jolla, CA 92037-4885
(858) 454-0481
Categories: Investment Services & Advisors

Rutherford Group

La Jolla, CA 92037
(858) 551-9981
Categories: Security Brokers & Dealers

Sage Capital Advisors Llc

5672 La Jolla Boulevard
La Jolla, CA 92037-7523
(858) 459-0172
Diana Blair (President)
Categories: Investment Management Services

Santa Fe Wealth Management Inc. Donald Haskell

La Jolla, CA 92037
(858) 272-4800
Donald Haskell
Categories: Financial Planning Consultants

Scottrade

MORE BROKER FOR YOUR MONEY.
8855 Villa La Jolla Drive Suite 402
La Jolla, CA 92037-1924
(858) 784-0544 +view more
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Sedona Investments Inc.

7825 Fay Avenue
La Jolla, CA 92037-4252
(858) 456-3595
Categories: Financial Planning Consultants

Seidman Investment Portfolios

7445 Girard Avenue Suite 3
La Jolla, CA 92037-5169
(858) 456-8588
Categories: Investment Management Services

Sentra Securities

4180 La Jolla Village Drive
La Jolla, CA 92037-1402
(858) 452-6660 +view more
Steve Willey (Manager)
Categories: Financial Planning Consultants

Sofinnova Ventures

1250 Prospect Street
La Jolla, CA 92037-3680
(858) 459-0466
Categories: Investment Services & Advisors

Spelman & Co Inc. Mission Valley Branch

2226 Avenida De La Playa
La Jolla, CA 92037-3246
(858) 454-6900
Categories: Security Brokers & Dealers, Legal Professionals

Straw Pilar Sagepoint Financial

4180 La Jolla Village Drive
La Jolla, CA 92037-1402
(858) 452-2522
Categories: Investments & Mutual Funds

Superior Planning Inc

4275 Executive Square Suite 990
La Jolla, CA 92037-9208
(858) 546-1046 +view more
James Thomas (Manager)
Categories: Financial Planning Consultants

Tietjen Hugh M

La Jolla, CA 92037
(858) 551-9981
Hugh Tietjen
Categories: Security Brokers & Dealers

Torreycove Capital Partners

1200 Prospect Street Suite 200
La Jolla, CA 92037-3608
(858) 459-1432
Categories: Investment Management Services

Triton Capital Advisors

1020 Prospect Street Suite 405
La Jolla, CA 92037-4148
(858) 875-6290
Categories: Financial Planning Consultants

U.S. Bank

4270 Executive Square
La Jolla, CA 92037-1465
(858) 623-2600 +view more
Position (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

7733 Girard Avenue
La Jolla, CA 92037-4423
(858) 729-2500 +view more
Mariam Sulaiman (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 Worldwide Inc

4275 Executive Square Suite 200
La Jolla, CA 92037-1476
(858) 964-2314
Categories: Security Brokers & Dealers

United Capital

875 Prospect Street
La Jolla, CA 92037-4264
(858) 456-2084
Categories: Financial Planning Consultants, Real Estate

Van Buren Securties

4225 Executive Square
La Jolla, CA 92037-9122
(858) 452-9882
Mike Kestler (Manager)
Categories: Security Brokers & Dealers

Vari Investors Services Inc.

7777 Fay Avenue
La Jolla, CA 92037-4327
(858) 454-3557
Jack Mccord (Owner)
Categories: Financial Planning Consultants

Walker Karen Cfp Insurance

4275 Executive Square
La Jolla, CA 92037-9123
(858) 458-9531
Karen Walker (Cfp)
Categories: Insurance Carriers, Financial Planning Consultants

Wall Street Associates

1200 Prospect Street
La Jolla, CA 92037-3608
(858) 551-2100
Ted Smith
Categories: Investment Services & Advisors

Whitewater Investment Group

La Jolla, CA 92037
(858) 272-2695
Categories: Security Brokers & Dealers

Woods Vaughn Cfp

2226 Avenida De La Playa Suite A
La Jolla, CA 92037-3246
(858) 454-6900
Vaughn Woods (Cfp)
Categories: Attorneys & Lawyers, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers, Lawyers & Attorneys

Wuotan Llc

PO Box 17360
La Jolla, CA 92037
(858) 454-9821
Categories: Investment Services & Advisors

Zephyr La Jolla Investors Llc

1056 Pearl Street
La Jolla, CA 92037-5176
(858) 551-8164 +view more
Categories: Security Brokers & Dealers


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