Thrivent Investment Management
36yrs
Top advisor by experience in Santee
Financial advisors in Santee, CA
Looking for a financial advisor in Santee, CA? We list 17 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.
17Advisors with offices here
17Median years of experience
0%At fee-only firms
11Firms represented
Largest firms here: LPL Financial LLC (3), J.p. Morgan Securities LLC (2), State Farm Investment Management Corp. (2).
Nearby: Lakeside, El Cajon, La Mesa, Spring Valley, Lemon Grove, Poway, San Ysidro, San Diego.
Farther
27yrs
Top 12% by experience in Santee
Osaic Wealth
24yrs
Top 18% by experience in Santee
LPL Financial
24yrs
Top 24% by experience in Santee
Wells Fargo Advisors
21yrs
More experience than 71% of advisors in Santee
Strategic Advisers
20yrs
Top 14% by experience at Strategic Advisers
Emerson Equity
18yrs
More experience than 59% of advisors in Santee
Merrill Lynch, Pierce, Fenner & Smith
18yrs
More experience than 59% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Edward Jones
17yrs
More experience than 72% of advisors at Edward Jones
J.p. Morgan Securities
14yrs
More experience than 66% of advisors at J.p. Morgan Securities
State Farm Investment Management
14yrs
More experience than 53% of advisors at State Farm Investment Management
LPL Financial
12yrs
12 years in the industry
State Farm Investment Management
12yrs
12 years in the industry
Thrivent Investment Management
10yrs
More experience than 52% of advisors at Thrivent Investment Management
J.p. Morgan Securities
8yrs
8 years in the industry
Edward Jones
8yrs
8 years in the industry
LPL Financial
7yrs
7 years in the industry
Before you reach out
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HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.