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Financial Advisors in Ventura, California

Our hand-picked list of 8 financial advisors serving Ventura, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Ventura

Financial professionals in Ventura should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Ventura

Coast Mortgage

334, Court Avenue, Ventura, CA, 93003

📞 +1-805-320-••••

Edward Jones Investments

3140, Telegraph Road, Ventura, CA, 93003

📞 +1-805-642-••••

Gavenman, Scott / Primerica

3875, Telegraph Road, Ventura, CA, 93003

📞 +1-805-218-••••

INTEGRITY WEALTH ADVISORS, LLC

196 S. FIR ST., VENTURA, CA 93001

📞 (805) 339-••••

Legacy One Financial

965, East Main Street, Ventura, CA, 93001

📞 +1-805-339-••••

Primerica Financial Services

1695, Mesa Verde Avenue, Ventura, CA, 93003

📞 +1 805-642-••••

SHERMAN ASSET MANAGEMENT, INC.

1500 PALMA DR., VENTURA, CA 93003

📞 (805) 655-••••

Warriner Financial Services

1068, East Main Street, Ventura, CA, 93001

📞 +1-805-648-••••

Frequently Asked Questions

Where can I find financial advisors in Ventura, California?

Ventura, California has 8 financial advisors listed in our directory. Coast Mortgage is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Ventura?

Financial professionals in Ventura should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Ventura?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Ventura-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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