Wells Fargo Advisors
32yrs
Top advisor by experience in Placerville
Financial advisors in Placerville, CA
Looking for a financial advisor in Placerville, CA? We list 19 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.
19Advisors with offices here
12Median years of experience
0%At fee-only firms
8Firms represented
Largest firms here: Edward Jones (8), Wealthguard Advisors (3), J.P. Morgan Securities (2).
Nearby: Diamond Springs, El Dorado, Shingle Springs, Rescue, Pollock Pines, El Dorado Hills, Cool, Folsom.
LPL Financial
31yrs
Top 11% by experience in Placerville
LPL Financial
29yrs
Top 16% by experience in Placerville
Wealthguard Advisors
29yrs
Top 18% by experience nationwide
Edward Jones
27yrs
Top 9% by experience at Edward Jones
Cetera Investment Advisers
27yrs
Top 24% by experience nationwide
Edward Jones
19yrs
Top 24% by experience at Edward Jones
Edward Jones
15yrs
More experience than 67% of advisors at Edward Jones
Principal Securities
14yrs
More experience than 53% of advisors in Placerville
Strategic Advisers
12yrs
More experience than 68% of advisors at Strategic Advisers
Edward Jones
9yrs
9 years in the industry
Wealthguard Advisors
8yrs
8 years in the industry
Edward Jones
8yrs
8 years in the industry
J.P. Morgan Securities
5yrs
5 years in the industry
J.P. Morgan Securities
3yrs
3 years in the industry
Edward Jones
3yrs
3 years in the industry
Edward Jones
2yrs
2 years in the industry
Edward Jones
2yrs
2 years in the industry
Wealthguard Advisors
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New to the profession
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.