Financial advisors in Irving, CA

Looking for a financial advisor in Irving, CA? We list 1 advisor 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.

1Advisors with offices here

26Median years of experience

0%At fee-only firms

1Firms represented

Largest firms here: Raymond James Financial Services Advisors (1).

Raymond James Financial Services Advisors

26yrs

Jodi Vinas

Financial advisor

15615 Alton Parkway, Suite 230
Irving, CA 92618

Top 24% by experience nationwide

Fiduciary

Call Directions

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.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read