Mployer independently rates each insurance advisor using a proprietary score called an “M Score”.
An advisor cannot pay to influence their score.
Showing 1 - 12 of 22 results
Pensionmark Financial Group, LLC is a leading regional investment advisory firm headquartered in Santa Barbara, CA. With over 60 offices, the firm serves a diverse clientele of ove...
Arlington Financial Advisors, LLC, based out of Santa Barbara, CA, is a reputable local investment advisory firm with a proven track record of delivering exceptional financial serv...
Summit Wealth Management Group, Inc., based out of Camarillo, CA, is a small investment advisory firm dedicated to providing exceptional financial services to its clients. With a t...
Omega Financial Group, LLC is a small investment advisory firm based out of Santa Barbara, CA, with two offices. With a team of six dedicated professionals, four of whom specialize...
Painted Porch Advisors LLC is a prominent local investment advisory firm with its headquarters located in Santa Barbara, CA. With two offices in the area, the company has establish...
Walpole Financial Advisors, LLC is a reputable investment advisory firm based out of Goleta, CA. With over 130 individual clients and a staggering $239,219,000 in assets under mana...
15 Equity, a small investment advisory firm headquartered in Santa Barbara, CA, is renowned for its exceptional wealth management services. With over 100 individual clients and an ...
Bourke Wealth Management, a reputable investment advisory firm, operates from its headquarters in Santa Barbara, CA. With a single office, this small yet distinguished firm is dedi...
Hillcrest Financial Group, headquartered in Thousand Oaks, CA, is a reputable investment advisory firm with a strong presence in the financial services industry. With one office in...
Oak Root LLC, based out of Montecito, CA, is a small investment advisory firm specializing in serving high net worth individuals. With a team of one dedicated employee, Oak Root LL...
Mission Wealth Management, LP, headquartered in Santa Barbara, CA, is a renowned regional investment advisory firm with a strong commitment to providing comprehensive wealth manage...
BrightPath Wealth Planning, LLC, headquartered in Camarillo, CA, is a small investment advisory firm with a strong focus on delivering personalized wealth management solutions. Wit...