Certified Wealth Strategist Websites
David Medina, CWS® - Crowell, Weedon & Co - Pasadena, CA
David Medina is a Certified Wealth Strategist, CWS® at Crowell, Weedon & Co., a division of D.A. Davidson & Co., in the Pasadena, CA branch near Los Angeles, David provides comprehensive wealth management and holistic financial planning to individuals including IRAs and 529s, plus retirement advisory services to busine
D.A. Davidson & Co. - Scott Berg, CWS, Senior Vice President, Financia
At D.A. Davidson & Co., our financial consultants work together with you to help create a financial and retirement plan that is uniquely yours.
Lippert Wealth Management, a service of D.A. Davidson & Co.
At D.A. Davidson & Co., our financial consultants work together with you to help create a financial and retirement plan that is uniquely yours.
Round Investment Planning Group, a member of D.A. Davidson & Co.
Ray Round, CFP®, CFP®, Senior Vice President, Financial Consultant at D.A. Davidson & Co. can provide, through the resources at Davidson, access to a wide variety of financial services and products, including stocks, bonds, government securities, mutual funds, Individual Retirement Accounts, college funds, insurance an
D.A. Davidson & Co. - Bell Wealth Strategy Group
At D.A. Davidson & Co., our financial consultants work together with you to help create a financial and retirement plan that is uniquely yours.
Ohman Financial - D.A. Davidson & Co.
At Ohman Financial Management, a service of D.A. Davidson & Co., our financial consultants work together with you to help create a financial and retirement plan that is uniquely yours.