Self-asserted · unverified
Source: comprehensiveadvisor.com
Financial Advisors · profile
Comprehensive Advisor
Financial Advisors · Carlsbad, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
02
Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
Canonical Google Places
Independent editorial
Self-published
Self-published social
Press release / wire
Aggregated
| Fact | Value | Sources | Citations |
|---|---|---|---|
| Service delivery model | Only on listings | 0 | yelp.comAggregated |
1 fact·1 source·0 contested·1 not confirmed
03
What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category Financial Advisor comprehensiveadvisor.comSelf-published
- Who they work with individuals and families who seek successful retirement planning comprehensiveadvisor.comSelf-published
- Who they work with Pre-retirees comprehensiveadvisor.comSelf-published
- Who they work with Retirees comprehensiveadvisor.comSelf-published
- Who they work with successful individuals looking for guidance on ways to help maximize their long-term finances comprehensiveadvisor.comSelf-published
- Professional certifications CFP comprehensiveadvisor.comSelf-published
- Registration Registered Investment Adviser comprehensiveadvisor.comSelf-published
- Services Estate & legacy planning comprehensiveadvisor.comSelf-published
- Services Health-Care-Planning comprehensiveadvisor.comSelf-published
- Services Investment management comprehensiveadvisor.comSelf-published
- Services Investment-Portfolio-Management comprehensiveadvisor.comSelf-published
- Services Retirement planning comprehensiveadvisor.comSelf-published
- Services Retirement-Income-Planning comprehensiveadvisor.comSelf-published
- Services Tax planning comprehensiveadvisor.comSelf-published
- Services Wealth management comprehensiveadvisor.comSelf-published
- Years in practice nearly two decades of industry experience comprehensiveadvisor.comSelf-published
- Years in practice nearly two decades comprehensiveadvisor.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
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Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
No themed claims are currently recorded.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- carlsbad, cacomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatednextdoor.comAggregatedyelp.comAggregatedleadiq.comAggregatedlinkedin.comSelf-published socialmapquest.comAggregatedorangebook.comAggregatedzoominfo.comAggregated
- Established in
- 2011leadiq.comAggregatedlinkedin.comSelf-published social
- Years in practice
- nearly two decades · nearly two decades of industry experience · over a decade · over three decadescomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedlinkedin.comSelf-published socialorangebook.comAggregated
- Registration
- Registered Investment Advisor · CA Insurance Lic. #0C68886comprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedleadiq.comAggregatedinstagram.comSelf-published social
- Professional certifications
- CFPcomprehensiveadvisor.comSelf-published
- Services
- retirement planning, investment management · retirement income planning · wealth management · investment advisory servicescomprehensiveadvisor.comSelf-publishedzoominfo.comAggregatedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-published
- Who they work with
- individuals and families who seek successful retirement planning · successful individuals looking for guidance on ways to help maximize their long-term finances · pre-retirees, retireescomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-publishedorangebook.comAggregatedcomprehensiveadvisor.comSelf-publishedcomprehensiveadvisor.comSelf-published
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Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
we specialize in retirement planning and investment management
Comprehensive Advisor 4.5 (17 reviews) Insurance
Retirement Planning (specifically Social Security & Income Planning), Estate Planning, Investment Management, Life Insurance and Long Term Care
Comprehensive Advisor, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
Comprehensive Advisor Training and Development, Third Edition is a must have for those who are dedicated to the academic advising profession.
Advisory services offered through AE Wealth Management, LLC (AEWM).
Retirement Planning, Legacy Planning, Investment Management, Life Insurance and Long Term Care.
Get more information for Comprehensive Advisor in Carlsbad, CA.
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Every source, every date
Where every fact comes from
We read 107 mentions across the web and boiled them down to 42 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
How we checked — what each label means·Verified matched its source·From page metadata read from the site's code
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Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Self-asserted
2 · from the firm's own materials · unverifiedSelf-asserted · unverified
Source: comprehensiveadvisor.com
For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
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We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusNothing public to confirm this Nothing public to confirm this
- — How they're paidNothing public to confirm this Nothing public to confirm this
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelOnly on a listing site Only on a listing site
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How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Sources consulted
Profile · comprehensive-advisor-5e9d538b96504bd1a7abb837ddf11650
Category · Financial Advisors
Published by Authoria