Top Securities Brokers in California
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$1,000+$50 - $99 / hr10 - 49San Francisco, CA
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Focus Areas
See all 14 projectsEqvista provides valuation services, including 409A valuations and equity valuation assessments, often used for financial audits and compliance with regulations. The reviews highlight their swift, professional service delivery and responsive communication, with most clients praising their timely execution and good value for cost. While generally positive, one review noted issues with data input accuracy.
Reviewed 4 times in the past 6 months
Flexible
Communicative
High-quality work
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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
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Focus Areas
See all 1 projectsLedger Labs, Inc. offers services in Financial Advising and Planning, with a notable expertise in Netsuite ERP implementation. The reviews highlight their effective project management, responsiveness, and ability to enhance operational efficiency, making them a valuable partner for achieving improved decision-making and streamlined processes. Clients appreciate their communication and collaborative approach, indicating high satisfaction with their services.
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UndisclosedUndisclosed50 - 249Calabasas, CA
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Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.
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$100,000+Undisclosed10 - 49Los Angeles, CA
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State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.
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$1,000+$50 - $99 / hr10 - 49Irvine, CA
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Business Plans USA is a small Market Research company founded in 2021. Their services include Market Research and Business Consulting.
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$100,000+$150 - $199 / hrFreelancerSunnyvale, CA
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Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
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Build My Project BriefList of the Top 2 California Securities Brokerages
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$1,000+$50 - $99 / hr10 - 49San Francisco, CA
Ability to deliver
37.4/40.018.8/20 Reviews8.9/10 Clients & Experience9.7/10 Market PresenceService focus
10% Financial Advising & Planning40% Securities Brokerage90% Other -
$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
7.7/40.00/20 Reviews1/10 Clients & Experience6.7/10 Market PresenceService focus
50% Financial Advising & Planning15% Securities Brokerage50% Other -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning15% Securities Brokerage50% Other -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Ability to deliver
8/40.00/20 Reviews2.1/10 Clients & Experience6/10 Market PresenceService focus
100% Financial Advising & Planning15% Securities Brokerage -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning15% Securities Brokerage50% Other -
$100,000+Undisclosed10 - 49Los Angeles, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
25% Financial Advising & Planning25% Securities Brokerage75% Other -
$1,000+$50 - $99 / hr10 - 49Irvine, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning10% Securities Brokerage75% Other -
$100,000+$150 - $199 / hrFreelancerSunnyvale, CA
Ability to deliver
7.3/40.00/20 Reviews1.8/10 Clients & Experience5.5/10 Market PresenceService focus
70% Financial Advising & Planning15% Securities Brokerage30% Other -
UndisclosedUndisclosed10 - 49Beverly Hills, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
25% Financial Advising & Planning15% Securities Brokerage75% Other