California > Newport Beach Yellow Pages > Finance > Investment Services & Advisors

Newport Beach Investment Services & Advisors

Local Businesses: 224 [Showing 101-200 of 224]

Legacy Financial Services

20301 Southwest Acacia Street
Newport Beach, CA 92660-1732
(949) 553-2628
Categories: Financial Services, Investment Services & Advisors

Levasseur Capital Partners

610 Newport Center Drive Suite 450
Newport Beach, CA 92660-6435
(949) 729-1700
Categories: Security Brokers & Dealers

Lifebase Advisors Inc.

2700 Newport Boulevard Suite 188
Newport Beach, CA 92663-3735
(949) 673-3333
Gary Vose (Owner)
Categories: Investment Services & Advisors, Investment Management Services

Lifestyle Financial Services

4675 Macarthur Court
Newport Beach, CA 92660-1875
(949) 833-7673
Categories: Financial Services, Financial Planning Consultants

Linco Investment Company

4041 Macarthur Boulevard Suite 350
Newport Beach, CA 92660-2523
(949) 223-5080
Categories: Security Brokers & Dealers

Liolios Group Inc.

20371 Irvine Avenue Suite A100
Newport Beach, CA 92660-0119
(949) 574-3860 +view more
Scott Liolios (Owner)
Categories: Financial Planning Consultants

Loyd Capital

4695 Macarthur Court Suite 420
Newport Beach, CA 92660-1859
(949) 336-5300
Categories: Security Brokers & Dealers

Lpl Financial

5015 Birch Street Suite 101
Newport Beach, CA 92660-8112
(949) 553-0970 +view more
Mark Jillson (Owner)
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Planning Consultants

Lpl Financial

4000 Westerly Place Suite 250
Newport Beach, CA 92660-2347
(949) 975-8145
George Rendon (Manager)
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mamey Investmen Corporation

15 Corporate Plaza Drive
Newport Beach, CA 92660-7918
(949) 706-3446
Categories: Security Brokers & Dealers

Managed Asset Protection Inc

20301 Southwest Acacia Street Suite 250
Newport Beach, CA 92660-1761
(949) 261-2400
Categories: Financial Planning Consultants

Mcnamara Brian Peter Cfp

3072 Rivoli
Newport Beach, CA 92660-9028
(949) 474-2092 +view more
Brian Mcnamara (Cfp)
Categories: Financial Services, Financial Planning Consultants

Menlo Equities

4400 Macarthur Boulevard
Newport Beach, CA 92660-2031
(949) 757-1521
Categories: Financial Planning Consultants, Real Estate

Menlo Equities

4400 Macarthur Boulevard Suite 380
Newport Beach, CA 92660-2052
(949) 757-1522 +view more
Categories: Investment Services & Advisors, Real Estate

Merrill Lynch

500 Newport Center Drive Suite 175
Newport Beach, CA 92660-7006
(949) 718-6680 +view more
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Merrill Lynch

4695 Macarthur Court Suite 1600
Newport Beach, CA 92660-8808
(949) 955-6000
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

Merrill Lynch

620 Newport Center Drive
Newport Beach, CA 92660-6420
(949) 717-7528
Products: Bonds, Commodities, Defined Benefit, Government Securities, International Securities,…
Services: Banking, Brokerage Services, Estate Planning, Investment Planning, Tax Planning,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Met West Capital

610 Newport Center Drive
Newport Beach, CA 92660-6419
(949) 718-9701
Categories: Investment Management Services

Mig Management Llc

660 Newport Center Drive Suite 1300
Newport Beach, CA 92660-6492
(949) 474-5800
Categories: Investment Management Services

Miles C Rose

5000 Birch Street
Newport Beach, CA 92660-2127
(949) 476-3710
C Miles
Categories: Financial Planning Consultants

Mka Capital Group Advisors Llc

1 Corporate Plaza Drive Suite 110
Newport Beach, CA 92660-7924
(949) 729-1660 +view more
Categories: Investment Services & Advisors, Real Estate

Monaco Financial

4900 Birch Street
Newport Beach, CA 92660-2113
(949) 752-1933 +view more
Michael Carbini (Owner)
Categories: Security Brokers & Dealers, Coin Dealers & Supplies

Monarch Bay Securities

5000 Birch Street Suite 4800
Newport Beach, CA 92660-2195
(949) 379-1400
Categories: Security Brokers & Dealers

Mountain Pacific Equities

660 Newport Center Drive Suite 470
Newport Beach, CA 92660-6434
(949) 760-8534
Categories: Investment Services & Advisors

Newport Assets Inc

14 Corporate Plaza Drive Suite 200
Newport Beach, CA 92660-7928
(949) 759-5843
Categories: Investment Management Services

Newport Capital

15 Corporate Plaza Drive Suite 110
Newport Beach, CA 92660-7939
(949) 759-5006
Jock Begg
Categories: Loans Personal, Investment Management Services

Newport Coast Capital Management

5000 Birch Street Suite 3000
Newport Beach, CA 92660-2140
(949) 335-5756 +view more
Products: Real Estate
Services: Estate Planning, Individual Services
Categories: Investment Management Services

Newport Equity Partners

2901 West Coast Highway
Newport Beach, CA 92663-4023
(949) 258-4416
Categories: Financial Planning Consultants

Newport Financial Advisors

14 Corporate Plaza Drive Suite 120
Newport Beach, CA 92660-7995
(949) 721-9960
Categories: Financial Advisory Services

Newport Private Capital

610 Newport Center Drive Suite 600
Newport Beach, CA 92660-8007
(949) 644-7300
Jon Hanson (President)
Categories: Financial Planning Consultants

Newport Sales And Investments

3424 Via Oporto Suite 103
Newport Beach, CA 92663-3901
(949) 973-1777
Categories: Investment Management Services

Nexa Securities

130 Newport Center Drive
Newport Beach, CA 92660-6922
(949) 610-0100 +view more
Eric Stoop (Owner)
Categories: Investment Services & Advisors

Nfri Inc.

Newport Beach, CA 92660
(949) 707-5777
Categories: Financial Planning Consultants

Oakbridge Avisors Inc

4000 Macarthur Boulevard Suite 730
Newport Beach, CA 92660-2517
(949) 681-1860
Categories: Security Brokers & Dealers

Olson Management

4000 Westerly Place Suite 245
Newport Beach, CA 92660-2350
(949) 476-1911
David Olson (President)
Categories: Financial Planning Consultants

Omega One Company

4695 Macarthur Court
Newport Beach, CA 92660-1882
(949) 798-6288
Categories: Security Brokers & Dealers

Oppenheimer

620 Newport Center Drive Suite 1000
Newport Beach, CA 92660-8043
(949) 219-1000
Stephen Shirley (Manager)
Categories: Security Brokers & Dealers

Orange County Community Foundation

4041 Macarthur Boulevard Suite 510
Newport Beach, CA 92660-2503
(949) 553-4202
Shelly Hoss (Representative)
Categories: Financial Planning Consultants

Pacific Advisors

4675 Macarthur Court Suite 725
Newport Beach, CA 92660-1604
(949) 486-8300
Categories: Financial Services, Financial Planning Consultants

Pacific Charter Financial Services Group

180 Newport Center Drive Suite 200
Newport Beach, CA 92660-6942
(949) 999-4200
Alan Painter (Owner)
Categories: Financial Planning Consultants

Pacific Financial Planner Ll

660 Newport Center Drive
Newport Beach, CA 92660-6401
(949) 219-0693 +view more
Jerry Slusiewicz (Owner)
Categories: Financial Services, Financial Planning Consultants

Pacific Investment Management Company

650 Newport Center Drive
Newport Beach, CA 92660-6392
(949) 720-6000 +view more
James Meehan (Senior Vp)
Categories: Security Brokers & Dealers

Pacific Money Management

PO Box 10365
Newport Beach, CA 92658-0365
(949) 230-4205
Categories: Financial Planning Consultants

Pacific Wealth Partners

881 Dover Drive Suite 310
Newport Beach, CA 92663-6926
(949) 631-3212
John Bennis (Owner)
Categories: Financial Services, Financial Planning Consultants

Parsons Robert J Investments

110 Newport Center Drive Suite 200
Newport Beach, CA 92660-6973
(949) 640-5032 +view more
Categories: Security Brokers & Dealers

Perlmutter Investment Company

512 Harbor Island Drive
Newport Beach, CA 92660-7224
(949) 423-7084 +view more
Categories: Security Brokers & Dealers, Real Estate Property Investment Properties

Perricone Investments

Newport Beach, CA 92660
(949) 706-7180
Categories: Investment Management Services, Security Brokers & Dealers

Physicians Financial Advisors

14 Corporate Plaza Drive Suite 120
Newport Beach, CA 92660-7995
(949) 721-9958
Categories: Financial Advisory Services

Pimco

650 Newport Center Drive
Newport Beach, CA 92660-6424
(949) 720-6000 +view more
Categories: Financial Planning Consultants

Pimco

800 Newport Center Drive
Newport Beach, CA 92660-6309
(949) 717-4000 +view more
Categories: Financial Planning Consultants

Pimco Funds

1400 Newport Center Drive
Newport Beach, CA 92660-0941
(800) 927-4648
Categories: Investments & Mutual Funds

Pivan Mark

209 Nata
Newport Beach, CA 92660-3542
(949) 644-8267
Mark Pivan (President)
Categories: Investment Services & Advisors

Planamerica

2815 Carob Street
Newport Beach, CA 92660-3212
(949) 760-1010
Categories: Financial Planning Consultants

Platinum Financial

537 Newport Center Drive
Newport Beach, CA 92660-0911
(949) 629-1204
Michael Calder (Owner)
Services: Atm Services, Consultations, Financial Planning, Automated Teller Machines,…
Categories: Financial Services, Financial Advisory Services

Port Securities

2713 West Coast Highway
Newport Beach, CA 92663-4723
(949) 574-9286
Richard Lemmon (President)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Prestige Capital Management

620 Newport Center Drive Suite 1100
Newport Beach, CA 92660-8011
(909) 594-0234 +view more
Categories: Investment Services & Advisors

Procurus Wealth Management

4101 Birch Street Suite 110
Newport Beach, CA 92660-2270
(949) 222-0888
Categories: Financial Management & Consulting

Quad Investment Group Inc

2901 West Coast Highway
Newport Beach, CA 92663-4023
(949) 258-4322
Products: Government Securities, Treasuries
Services: Asset Management, Business Services, Corporate Services, Asset Protection,…
Categories: Security Brokers & Dealers

Radiant Financial Partners

4100 Newport Place Drive Suite 220
Newport Beach, CA 92660-2493
(949) 250-1911
Categories: Financial Planning Consultants

Rasmussen Associates

1300 Bristol Street North Suite 235
Newport Beach, CA 92660-2953
(949) 863-9956
Dale Rasmussen (President)
Categories: Tax Return Preparation, Financial Planning Consultants

Raymond J Lucia Companies

4695 Macarthur Court Suite 300
Newport Beach, CA 92660-8858
(949) 752-7182
Jennifer Lawrence
Categories: Art Galleries & Dealers, Security Brokers & Dealers

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
2701 West Coast Highway
Newport Beach, CA 92663-4707
(949) 631-7272
Shawn Dewane (Principal)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Services, Financial Planning Consultants

Raymond Wesley

1001 Dove Street Suite 190
Newport Beach, CA 92660-2816
(949) 553-8040
Wesley Raymond
Categories: Attorneys & Lawyers, Financial Advisory Services, Lawyers & Attorneys

Rbc Dain Rauscher

Newport Beach, CA 92660
(800) 346-5472
Categories: Financial Planning Consultants, Security Brokers & Dealers

Rbc Dain Rauscher

610 Newport Center Drive Suite 900
Newport Beach, CA 92660-6448
(949) 720-0111
Categories: Financial Planning Consultants, Security Brokers & Dealers

Rbc Wealth Management

Newport Beach, CA 92660
(800) 346-5472
Categories: Business Management Consultants, General Management Consulting Services, Management Consultants & Services, Investment Services & Advisors

Rbc Wealth Management

610 Newport Center Drive
Newport Beach, CA 92660-6419
(949) 720-0111
Categories: Business Brokers, Investment Services & Advisors

Reed Investment Co.

1400 Bristol Street North Suite 140
Newport Beach, CA 92660-2954
(949) 852-8579
Robert Reed (Owner)
Categories: Investment Management Services

Reo World Inc

19 Corporate Plaza Drive
Newport Beach, CA 92660-7904
(949) 478-7400
Categories: Investment Management Services

Richard Vandar Kaay And Associates

620 Newport Center Drive Suite 280
Newport Beach, CA 92660-8002
(949) 706-1325 +view more
Jeff Nickell
Categories: Financial Services, Security Brokers & Dealers

Ringler Associates

1301 Dove Street Suite 960
Newport Beach, CA 92660-2454
(949) 833-3910
Paul Hoffman (Chairman)
Products: Annuities, Employee Benefits, Workers Compensation
Services: Financial Solutions
Categories: Financial Products Annuities, Insurance Consulting & Information Services, Investment Services & Advisors

Rjt Enterprises Llc

4121 Westerly Place Suite 101
Newport Beach, CA 92660-2331
(949) 752-1445 +view more
Russell Thomas (Owner)
Services: Family Wealth Planning, Long Term Planning
Categories: Investment Services & Advisors

Rockefeller Philanthropy Advis

4675 Macarthur Court
Newport Beach, CA 92660-1875
(949) 223-6111
Categories: Investment Services & Advisors

Rockwater Financial Services

620 Newport Center Drive
Newport Beach, CA 92660-6420
(949) 721-6619
Categories: Financial Services, Security Brokers & Dealers

Row Asset

450 Newport Center Drive
Newport Beach, CA 92660-7610
(949) 478-8300
Categories: Security Brokers & Dealers

Royal Alliance

4299 Macarthur Boulevard
Newport Beach, CA 92660-2023
(949) 752-6001
Categories: Financial Services, Financial Planning Consultants

Royal Financial

20101 Southwest Birch Street Suite 220
Newport Beach, CA 92660-1750
(949) 660-8869
Mark Royal (Owner)
Categories: Financial Planning Consultants

Rs Crum Inc

4 Upper Newport Plaza Suite 201
Newport Beach, CA 92660-2679
(949) 428-9696
Richard Crum (President)
Services: Family Wealth Planning, Individual Services, Online Services, E-Services, Internet…
Categories: Financial Planning Consultants

S C Capital Partners Llc

4100 Newport Place Drive
Newport Beach, CA 92660-2423
(949) 760-1080 +view more
Scott Hutchinson
Categories: Investment Management Services

Sagent Wealth Magagement

4695 Macarthur Court Suite 220
Newport Beach, CA 92660-8851
(949) 756-2226 +view more
Categories: Investment Management Services

Schuler Patricia

1300 Bristol Street North
Newport Beach, CA 92660-2951
(949) 261-5900
Patricia Schuler
Categories: Financial Planning Consultants

Scottdale Capital Advisors

103 Palm Street
Newport Beach, CA 92661-1212
(949) 566-9100
Julie Villa (Manager)
Categories: Security Brokers & Dealers

Scottrade

MORE BROKER FOR YOUR MONEY.
1280 Bison Avenue Suite B2
Newport Beach, CA 92660-4263
(949) 644-4589 +view more
Jeff Evans (Manager)
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

Seaview Investments

333 Bayside Drive
Newport Beach, CA 92660-7230
(949) 566-0000
Categories: Security Brokers & Dealers

Seaview Investments Llc

190 Newport Center Drive Suite 210
Newport Beach, CA 92660-6952
(949) 706-2663
Categories: Security Brokers & Dealers

Securities America Inc.

YOUR BUSINESS GROWTH EXPERT
1300 Bristol Street North Suite 285
Newport Beach, CA 92660-8902
(949) 752-0520
Services: Consultations, Investments, Investor Relations, Sales Development, Seminars…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Securities America Inc.

YOUR BUSINESS GROWTH EXPERT
4000 Westerly Place Suite 245
Newport Beach, CA 92660-2350
(949) 476-1926
Services: Consultations, Investments, Investor Relations, Sales Development, Seminars…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Securities America Inc.

YOUR BUSINESS GROWTH EXPERT
4590 Macarthur Boulevard Suite 390
Newport Beach, CA 92660-2074
(949) 250-4973
Services: Consultations, Investments, Investor Relations, Sales Development, Seminars…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Silver Back Advisors

260 Newport Center Drive
Newport Beach, CA 92660-7520
(949) 640-5898
Categories: Investment Services & Advisors

Silver Lake Investments

1303 Avocado Avenue
Newport Beach, CA 92660-7802
(949) 706-0234
Categories: Investment Management Services

Sms Investment Group

4695 Macarthur Court
Newport Beach, CA 92660-1882
(949) 798-6141
Categories: Security Brokers & Dealers

South Coast Investment Advisors

4041 Macarthur Boulevard Suite 240
Newport Beach, CA 92660-2532
(949) 825-7545
Categories: Investment Services & Advisors

Stein Row

4675 Macarthur Court
Newport Beach, CA 92660-1875
(949) 660-0080
Categories: Financial Services, Investment Management Services

Stevens 1St Principles

4100 Newport Place Drive Suite 720
Newport Beach, CA 92660-2451
(949) 251-9333
Steven Yamshon (Manager)
Categories: Investment Services & Advisors

Stifel Nicolaus

895 Dove Street Suite 400
Newport Beach, CA 92660-8921
(949) 252-1324 +view more
Categories: Financial Services, Financial Planning Consultants, Security Brokers & Dealers

Stone American Partners

1001 Dove Street Suite 230
Newport Beach, CA 92660-2849
(949) 476-3015
Brian Stone (Principal)
Categories: Security Brokers & Dealers

Strong Investment Management Llc

610 Newport Center Drive Suite 220
Newport Beach, CA 92660-8036
(949) 759-9686
Categories: Investment Services & Advisors

Stultz Financial

1100 Quail Street Suite 205
Newport Beach, CA 92660-2700
(949) 476-8244
Jim Ely (Manager)
Categories: Financial Planning Consultants

Systematic Financial Management Lp

500 Newport Center Drive Suite 200
Newport Beach, CA 92660-7001
(949) 719-0911
Services: Business Planning, Business Services, Commercial Services, Consultations, Investments,…
Categories: Business Management Consultants, Security Brokers & Dealers

Tarnutzer Companies

1601 Dove Street
Newport Beach, CA 92660-2433
(949) 955-3033
Byron Tarnutzer (Owner)
Categories: Investment Management Services
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