Filter Options
Required*
Filter
Los Angeles / California / United States
0.0

Quincy Cass Associates is an investment advisory and securities firm. It works with high net worth families, businesses and institutional clients. Services include investing in stocks, bonds, options, mutual funds, money market funds, municipal bonds and government securities.

Los Angeles / California / United States
0.0
Founded in 1955, Wedbush Morgan Securities is one of the largest private, independent brokerage firms in United States. It provides institutional brokerage and private capital and asset management solutions to institutional and private clients. The firm s private client division has more than 80 regional and over 100 correspondent offices in the U.S. Wedbush Morgan Securities focuses on middle-market companies and entrepreneurial leaders. It serves customers through public offerings, private placements and financial advisory services. The company s research and investment banking groups focus on the technology, consumer goods, life sciences, industrial and business service sectors. Wedbush Morgan Securities offers a fee-based managed asset program. It also provides a variety of client-focused investment banking services, including private placements, financial and strategic advisory, mergers and acquisitions, and debt and equity public offerings.
Los Angeles / California / United States
0.0
Welcome to Merrill Lynch in LOS ANGELES, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
Los Angeles / California / United States
0.0
Founded in 1977, SFE Investment Counsel (SFE) is an investment-advisory firm. Located in Los Angeles, Calif., it has been providing an array of financial services to its clients. The firm provides consultation, objective research and professional portfolio management to individual investors and institutions. SFE Investment Counsel operates as the United States Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA) and its sister company, Stern Fisher Edwards Inc. is a Financial Industry Regulatory Authority (FINRA) member Broker Dealer.
Los Angeles / California / United States
0.0
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.
Los Angeles / California / United States
0.0
J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.
Los Angeles / California / United States
0.0
The Wealth Management division of D.A. Davidson offers wealth planning that includes a wide range of financial solutions and services. With a focus on personalized service, we work as our clients’ trusted advisors to develop strategies for building and preserving long-term, multigenerational wealth.
Los Angeles / California / United States
0.0

Tax Plus is located on Venice Boulevard, just east of Beethoven. It can be found in a long strip center on the north side of the street, next to a party rental company. Tax Plus is a standard tax planning, preparation and filing service. It also offers financial consulting and retirement planning services. The shop is small, with two agents comprising the team.

Los Angeles / California / United States
0.0
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.
Los Angeles / California / United States
0.0

This full-service financial company allows its clients to take control of their investments. Clients choose stocks and determine how much money they want to invest. This location is one of the company's corporate offices. E*TRADE provides 24-hour service by phone and Internet, and also educates clients about financial planning and investments.

Los Angeles / California / United States
0.0
Welcome to Merrill Lynch in CENTURY CITY, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
Los Angeles / California / United States
0.0

This Charles Schwab branch is located out in front of 1900 Avenue of the Stars, with its own entrance. Charles Schwab is one of the nation's largest and best known investment companies. Investment products include mutual funds, stocks, bonds, margin loans, annuities, CDs and money markets. Managed accounts are available to allow professional money managers to manage customer portfolios. Many tools are available for customers to research and manage their own portfolios. Open new accounts, get investment advice, financial planning services and retirement guidance. Free investing workshops are available frequently at nearby branches. Standard banking services are also offered by Charles Schwab, including deposit accounts and lending services.

Los Angeles / California / United States
0.0
Communication is essential to building a successful financial relationship. Thats why I take a collaborative approach to the wealth management process, developing a strategy that aligns your portfolio with your personal objectives – for now and in the future. Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
Los Angeles / California / United States
0.0
Leonard Green & Partners is a private equity firm with more than $3 billion in equity capital under management. Founded in 1989, the firm has invested in more than 30 companies with aggregate value of more than $18 billion. Located in Los Angeles, LG&P invests in established companies that are leaders in their markets. It works with investment bankers, business brokers and other intermediaries to source investment opportunities. It also partners with management through operational improvements, acquisitions, financial engineering and other strategic initiatives. The company structures transactions to meet the needs of all parties involved. Types of investments that it has completed in the past include public-to-private transactions, recapitalizations of privately held businesses, growth capital, equity capital to facilitate acquisitions, turnarounds and restructuring investments and acquisitions of divisions and assets from large corporations.
Los Angeles / California / United States
0.0
Morgan Stanley is a global financial services firm and a market leader in securities, investment management, and credit services. With more than 600 offices in 28 countries, Morgan Stanley helps people achieve their financial aspirations. It was in 1997 that Morgan Stanley combined the complementary skills and resources of two powerful organizations: Morgan Stanley, established in New York in 1935, and Dean Witter, established in 1924 in San Francisco. These distinguished pedigrees comprise a record of historic firsts: in national and international expansion, in the use of technology, and in the development of new financial tools and techniques that have redefined the meaning of financial services for individual, institutional and investment banking clients. The company has $576 billion in assets under management. Morgan Stanley is well known for consistent dividend payout growth and an excellent credit rating.
Los Angeles / California / United States
0.0
In operation for more than 50 years, Bear Stearns offers a range of wealth management and investment advisory services. The company provides various market research and analytical solutions. It offers a variety of trade execution and portfolio and money management services. Bear Stearns provides brokerage solutions for various capital market products, including stocks, bonds and mutual funds. The company also offers account consultation, asset allocation and management services. It provides several types of investment counseling, tax and estate planning, and stock and tax management services. In addition, Bear Stearns offers retirement planning, investment banking and lending solutions. The company serves various consumers, businesses and institutions. It is a division of J.P. Morgan, which is one of the leading financial firms and research franchises in the world.
Los Angeles / California / United States
0.0
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.