Stock & Bond Brokers in Lafayette, CA

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3. Alamo Capital

Alamo Capital

201 N Civic Dr, Walnut Creek, CA 94596

CLOSED NOW:6:30 am - 4:00 pm

From Business: Established in 1987, Alamo Capital specializes in providing financial services. Based in Walnut Creek, Calif., it offers a range of investment products such as mutual funds,…

4. Edward Jones - Financial Advisor: Adam Zielske

Edward Jones - Financial Advisor: Adam Zielske

1854 Tice Valley Blvd, Walnut Creek, CA 94595

CLOSED NOW:8:00 am - 5:00 pm

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

5. First Allied

First Allied

1777 Botelho Dr Ste 275, Walnut Creek, CA 94596

CLOSED NOW:8:00 am - 6:00 pm

From Business: I believe strong relationships are the key component in creating the environment for developing and refining the most effective household financial plans. My mission is to…

6. RBC Wealth Management Branch - Walnut Creek

RBC Wealth Management Branch - Walnut Creek

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

7. Jim Carbonell - RBC Wealth Management Financial Advisor

Jim Carbonell - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

8. Jeffrey Rodvien - RBC Wealth Management Financial Advisor

Jeffrey Rodvien - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

9. Zachary Persin - RBC Wealth Management Financial Advisor

Zachary Persin - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

10. Matthew Forrey - RBC Wealth Management Financial Advisor

Matthew Forrey - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

11. Theodore Simos - RBC Wealth Management Financial Advisor

Theodore Simos - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

12. David Tucker - RBC Wealth Management Financial Advisor

David Tucker - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

13. Robert F. Carmichael - RBC Wealth Management Financial Advisor

Robert F. Carmichael - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

14. Bruce Meyers - RBC Wealth Management Financial Advisor

Bruce Meyers - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

15. Chris Spence - RBC Wealth Management Financial Advisor

Chris Spence - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

16. James S. Lin - RBC Wealth Management Financial Advisor

James S. Lin - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

17. James Sugay - RBC Wealth Management Financial Advisor

James Sugay - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

18. David Persin - RBC Wealth Management Financial Advisor

David Persin - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

19. Brandon York - RBC Wealth Management Financial Advisor

Brandon York - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

20. Anthony Carmichael - RBC Wealth Management Financial Advisor

Anthony Carmichael - RBC Wealth Management Financial Advisor

1331 N California Blvd Ste 650, Walnut Creek, CA 94596

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

21. Morgan Stanley

Morgan Stanley

1333 N California Blvd, Walnut Creek, CA 94596

CLOSED NOW:9:00 am - 5:00 pm

From Business: Morgan Stanley, founded in 1935, is a security brokerage firm that provides a variety of financial services to individual and business customers. It offers a range of services,…

22. TIAA Financial Services

TIAA Financial Services

1676 N California Blvd Ste 119, Walnut Creek, CA 94596

"I recently submitted a loan to CTW and let me tell you what a wonderful experience it was to be able to deal with professionals. Every step of the process I was updated and…"

27. Summer Street Research Par

Summer Street Research Par

12 Stanton Ct, Orinda, CA 94563

CLOSED NOW:9:00 am - 5:00 pm

28. Mutual Securities

Mutual Securities

2800 Pleasant Hill Rd, Pleasant Hill, CA 94523

CLOSED NOW:9:00 am - 5:00 pm

29. Quality Wealth Management

Quality Wealth Management

2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523

CLOSED NOW:9:00 am - 5:00 pm

30. Financial Securities Corp

Financial Securities Corp

100 N Wiget Ln, Walnut Creek, CA 94598

CLOSED NOW:9:00 am - 5:00 pm

We found 150 results for Stock Bond Brokers in or near Lafayette, CA.They also appear in other related business categories including Investment Advisory Service, Financial Planners, and Financial Services. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Northeast San Francisco, Financial District, and Downtown Walnut Creek. These businesses offer their services in one-or-more of the following languages: and Spanish.