SoradinSoradin

Financial Advisors in Escondido, CA

How to choose a financial advisor in Escondido

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Dawn Powers

Financial Advisor

Cambridge Investment Research, Inc.

Escondido, CA

ProfileNo contact yet

Ken Lam

Financial Advisor

Lpl Financial Llc

Escondido, CA

ProfileNo contact yet

Paula Traber

Financial Advisor

PAULA TRABER FINANCIAL SERVICES LLC

Escondido, CA

ProfileNo contact yet

Debbie Newton

Financial Advisor

Raymond James Financial Services, Inc.

Escondido, CA

ProfileNo contact yet

Mark Lamb

Financial Advisor

VECTOR FINANCIAL SOLUTIONS, INC.

Escondido, CA

ProfileNo contact yet

Yen Ho

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Escondido, CA

ProfileNo contact yet

Brook Daly

Financial Advisor

Allstate Financial Services, Llc

Escondido, CA

ProfileNo contact yet
About this city

Nearby cities