California > San Luis Obispo Yellow Pages > Finance > Investment Services & Advisors > Security Brokers & Dealers

San Luis Obispo Security Brokers & Dealers

Local Businesses: 21

Ameriprise Financial - Wayne Lewis Cspg Financial Advisor

AMERICA'S LEADER IN FINANCIAL PLANNING
559 Marsh Street
San Luis Obispo, CA 93401-3929
(805) 544-0164
Wayne Lewis (Manager)
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Services, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Capital Group Diversified

656 Santa Rosa Street Suite 3b
San Luis Obispo, CA 93401-2887
(805) 548-8900
Categories: Security Brokers & Dealers

Charles Schwab

733 Marsh Street Suite 100
San Luis Obispo, CA 93401-3966
(805) 788-0502
Products: Portfolio Management Investing Brokerage Accounts
Services: Financial Planner Investment Manager Retirement Planner
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Carol Furtado

MAKING SENSE OF INVESTING
1042 Palm Street Suite 100
San Luis Obispo, CA 93401-3297
(805) 593-0103
Products: San Luis Obispo Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jim Haack

MAKING SENSE OF INVESTING
1347 Monterey Street
San Luis Obispo, CA 93401-3105
(805) 543-1733
Products: San Luis Obispo Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Molly Peoples

MAKING SENSE OF INVESTING
3211 Broad Street Suite 117
San Luis Obispo, CA 93401-6770
(805) 784-9013
Products: San Luis Obispo Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

G F Investment Solutions

1028 Peach Street
San Luis Obispo, CA 93401-2723
(805) 541-8444
Greg Franklin (Owner)
Categories: Security Brokers & Dealers

Lindvall Capital Management

1194 Pacific Street Suite 205
San Luis Obispo, CA 93401-3337
(805) 781-6006
Christophe Lindvall (Executive)
Categories: Security Brokers & Dealers

Merrill Lynch

1020 Marsh Street
San Luis Obispo, CA 93401-3630
(805) 596-2222
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

Monteen Insurance

3480 South Higuera Street
San Luis Obispo, CA 93401-7392
(805) 545-8995
Categories: Insurance Carriers, Security Brokers & Dealers

Morgan Stanley

755 Santa Rosa Street Suite 200
San Luis Obispo, CA 93401-2893
(805) 549-7826 +view more
Categories: Financial Services, Security Brokers & Dealers

Obispo Investment Inc

1110 California Boulevard
San Luis Obispo, CA 93401-2949
(805) 543-8611
Categories: Security Brokers & Dealers

Obispo Wealth Management

1301 Chorro Street
San Luis Obispo, CA 93401-4005
(805) 541-6502 +view more
David Nilsen (Owner)
Categories: Financial Services, Security Brokers & Dealers

Rbc Wealth Management

656 Santa Rosa Street Suite 3b
San Luis Obispo, CA 93401-2887
(805) 783-7150
Lorenzo Esparza (Manager)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Scottrade

MORE BROKER FOR YOUR MONEY.
285 Madonna Road Suite B
San Luis Obispo, CA 93405-5403
(805) 595-1906 +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

Securities America

734 Pacific Street
San Luis Obispo, CA 93401-3920
(805) 541-6674
Gary Freiberg (Owner)
Products: Bonds, Equities, Fixed Income Securities
Services: Brokerage Services, Consultations, Investments, Investor Relations, Sales Development,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Shanley & Associates Inc

444 Higuera Street Suite 100
San Luis Obispo, CA 93401-3875
(805) 783-7470
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Stateone Insurance

1248 Laurel Lane
San Luis Obispo, CA 93401-5860
(805) 547-1000
Don Allen (President)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Insurance Carriers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Triad Real Estate & Investment Group

865 Aerovista Place Suite 110
San Luis Obispo, CA 93401-7993
(805) 544-5500
Categories: Security Brokers & Dealers, Real Estate

Western Investments

670 Marsh Street
San Luis Obispo, CA 93401-3931
(805) 543-0540 +view more
Bob Vance (Manager)
Categories: Security Brokers & Dealers, Apartments & Buildings

Westpac

555 Ramona Drive
San Luis Obispo, CA 93405-1658
(805) 544-7343
Scott Marshall (Executive)
Categories: Security Brokers & Dealers
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