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Financial Advisors in Fountain Valley, CA

How to choose a financial advisor in Fountain Valley

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.

Douglas Trinh

Financial Advisor

Transamerica Financial Advisors, Llc

Fountain Valley, CA

ProfileNo contact yet

Felix Yue

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Fountain Valley, CA

ProfileNo contact yet

Blal Said

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Fountain Valley, CA

ProfileNo contact yet

Bob Tieu

Financial Advisor

Transamerica Financial Advisors, Llc

Fountain Valley, CA

ProfileNo contact yet

Ken Tran

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Fountain Valley, CA

ProfileNo contact yet

Nhan Duong

Financial Advisor

J.P. Morgan Securities Llc

Fountain Valley, CA

ProfileNo contact yet

Elijah Goble

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Fountain Valley, CA

ProfileNo contact yet

Chun Mo Ng

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Fountain Valley, CA

ProfileNo contact yet

Darren Bui

Financial Advisor

J.P. MORGAN SECURITIES LLC

Fountain Valley, CA

ProfileNo contact yet

Connie Phan

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Fountain Valley, CA

ProfileNo contact yet

Andy Trinh

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Fountain Valley, CA

ProfileNo contact yet

Henry Portillo

Financial Advisor

Navy Federal Investment Services, Llc

Fountain Valley, CA

ProfileNo contact yet

Tsz Kwan Lau

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Fountain Valley, CA

ProfileNo contact yet

Kenny Deo

Financial Advisor

Wells Fargo Clearing Services, Llc

Fountain Valley, CA

ProfileNo contact yet
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