Osaic Institutions
37yrs
Top advisor by experience in Downey
Financial advisors in Downey, CA
Looking for a financial advisor in Downey, CA? We list 33 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
33Advisors with offices here
14Median years of experience
0%At fee-only firms
18Firms represented
Largest firms here: LPL Financial LLC (4), Centaurus Financial, Inc. (4), J.p. Morgan Securities LLC (3).
Nearby: Santa Fe Springs, Paramount, Pico Rivera, Bellflower, Norwalk, South Gate, Lynwood, Bell.
Centaurus Financial
35yrs
Top 6% by experience in Downey
Integrity Investment Portfolios
32yrs
Top 9% by experience in Downey
Ameriprise Financial Services
29yrs
Top 12% by experience in Downey
Planmember Securities
27yrs
Top 15% by experience in Downey
State Farm Investment Management
26yrs
Top 13% by experience at State Farm Investment Management
LPL Financial
25yrs
Top 21% by experience in Downey
Alexander Capital Wealth Management
23yrs
Top 24% by experience in Downey
J.p. Morgan Securities
22yrs
Top 15% by experience at J.p. Morgan Securities
Wells Fargo Advisors
22yrs
More experience than 67% of advisors in Downey
State Farm Investment Management
22yrs
More experience than 74% of advisors at State Farm Investment Management
U.s. Bancorp Advisors
21yrs
More experience than 65% of advisors at U.s. Bancorp Advisors
J.p. Morgan Securities
18yrs
Top 24% by experience at J.p. Morgan Securities
Kodiak Capital Advisors
18yrs
More experience than 58% of advisors in Downey
Kodiak Capital Advisors
18yrs
More experience than 56% of advisors nationwide
State Farm Investment Management
17yrs
More experience than 63% of advisors at State Farm Investment Management
Park Avenue Securities
14yrs
14 years in the industry
Journey Equity Wealth Management
12yrs
12 years in the industry
Strategic Advisers
11yrs
More experience than 63% of advisors at Strategic Advisers
LPL Financial
9yrs
9 years in the industry
LPL Financial
8yrs
8 years in the industry
LPL Enterprise
6yrs
6 years in the industry
J.p. Morgan Securities
6yrs
6 years in the industry
Kodiak Capital Advisors
5yrs
5 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.