Financial: Investments/Investing
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Index | Books |
| Brokerages |
| Money Management |
| Mutual Funds |
| Organizations |
| Services |
| Software |
Brokerages/Brokers
A.G. Edwards & Sons, citywide
Acento Securities, Downtown LA
AIG Financial Advisors, citywide
American Eastern Securities, Downtown LA
Ameriprise Financial
Banc of America Investment Services, Pasadena, Newport Beach, Riverside
Charles Schwab, citywide
Citicorp Investment Services, citywide
Comerica Securities, Beverly Hills, Torrance, Costa Mesa
Diversified Securities, Long Beach
Diversified Securities, West Covina
DWS Investments
Edward Jones, citywide
Empire Securities, Universal City
Fidelity Brokerage Services, citywide
Financial West Group, Westlake Village
Glendale Securities, Sherman Oaks
Gold Coast Securities (GSC), Thousand Oaks
Great Pacific Securities, Irvine
H&R Block Financial Advisors, citywide - formerly Olde Discount Stockbrokers
Imperial Capital, Beverly Hills
Jefferies & Company, Downtown LA
J.P. Morgan & Co., Downtown LA
MB Trading, El Segundo
Midas Securities, Buena Park
Morgan Stanley Dean Witter, citywide
Merrill Lynch, citywide
Mutual Securities, Encino
Newport Securities, Costa Mesa
Pacific Brokerage Service, Beverly Hills, Downtown LA
Pacific Continental Securities, Beverly Hills
Principal Financial, citywide
Prudential Financial, citywide
Salomon Smith Barney, citywide
Scottrade, citywide
Sepulveda and Smith Securities, Downtown LA
SuperTradeUSA, City of Industry
TD Ameritrade, citywide
TradeBonds.com, Irvine
UBS Financial Services, citywide - formerly UBS PaineWebber
Wedbush Morgan Securities, Glendale, Newport Beach
Capital/Asset/Money Managers/Management/401Ks/Retirement
American Pacific Financial, San Bernardino
Bjurman, Barry & Associates, West LA
Blackstone Group, The, Century City
Bollinger Capital Management, Manhattan Beach
Benefit Sourcing, Northridge
Brian Carruthers & Associates, Costa Mesa
California Capital Management, Encino, Glendale
Carter Jacobs, Sherman Oaks
Churchill Management Group, Mid-City LA, Westlake Vilage, Newport Beach, Palm Desert
Coast Asset Management, Santa Monica
Colony Capital, Century City
Concord Investment Counsel, Irvine
Cunningham & Voss, Upland
Envision Capital Management, West LA - bonds
Financial Diligence Partners, Santa Ana
First American Trust, Santa Ana
First Quadrant, Pasadena
Four Corners Capital Management, Downtown LA
Froley, Revy Investment Company, West LA
FS Management, North Hollywood
Goldberg, Swedelson & Associates, Encino
Gould Asset Management, Claremont
Greenspan & Associates, Encino
Guild Investment Management, Malibu
G.W. Sherwold Associates, Lake Forest
Jee Kim Investment, Glendale
MacKellar & Associates, Thousand Oaks
Malibu Capital Management
McLees Investment, El Segundo
Merriman Curham Ford (MCF), West LA, Newport Beach
Oakwood Capital Management
Otto Capital Management
Pacific Advisors, Claremont, Pasadena
Pegasus Capital Management, Newport Beach
Picerne Group, San Juan Capistrano
Raymond James & Associates, Downtown LA
Secured Retirement, Brea
Strome Group, Santa Monica
TCW, Downtown LA, West LA
300 North Capital, Pasadena
U.S. Trust, Downtown LA, Costa Mesa
Wachovia, Brentwood
West Coast Asset Management (WCAM), Ventura
Whittier Trust Companies, South Pasadena
Zeiger Capital Management, Irvine
Mutual Funds
Century Park Capital Partners, Century City
Oppenheimer Funds, Malibu
Payden & Rygel, Downtown LA
Advisory Services/Research
AAMES Stock Market Forecasting Contest Newsletter, Woodland Hills
Dimensional Fund Advisors, Santa Monica
Dubesh, Glendale
eGoose, Irvine
Elkind Economics, West LA
Global Financial Data, Alhambra
IFC Advisory, Culver City
Index Fundology (Index Funds Advisors), Irvine
Index Funds Advisors, Irvine
Liberty Pacific Investment Advisory, Fullerton
McConnell, Chris & Associates, Century City
Online Trading Academy, Irvine - day trading seminars
Quest Capital Strategies, Laguna Hills
Tara Advisors, Newport Beach
The Compass, Topanga
Training Consultants, Fountain Valley - seminars for those want to become a broker
Wallstreet University, Costa Mesa - seminars
William O'Neil, West LA - for institutional money managers
Software
Envision Financial Systems, Newport Beach - mutual fund accounting system
Forex Trade Signals, Dana Point
Prescient Software (Mun-Ease), Dana Point - municipal bonds
Primate Software, Fullerton - stock quoting
Steele Systems, Westwood - analyzing mutual funds, variable annuities
Sungard, Irvine
Trendsetter Software, Santa Ana
Books
M. Gordon Publishing Group, Downtown LA
Professional Organizations
Los Angeles Association of Investment Women (LAAIW), Downtown LA
Index | Currencies |
| Foreign Exchange |
Access Trading, Capistrano Beach
ALTAVEST Worldwide Trading, San Juan Capistrano
Anco Futures, Century City
Brite Futures, San Juan Capistrano
Cannon Trading, Beverly Hills
Catranis & Gilbert, Laguna Beach
Compak Trading, Mission Viejo
E-Mini.com by Cannon, Beverly Hills
Los Angeles Trading Group (LATG), Beverly Hills
Main Street Trading, Lake Forest
Opportunities in Options, Tustin
Opportunities in Options, Oxnard
Peregrine Financial Group (PFG), Camarillo
Redlands Futures and Options
Trade Center, Laguna Beach
Upperman, Floyd and Associates, Dana Point
Index | Government Employees |
Contract Services Administration Trust Fund (CSATF), Encino
Motion Picture Industry Pension and Health Plans, STudio City
Index | Coin Dealers |
 | Currencies |
| Foreign Exchange |
David H. Fell Company (DHF), Commerce
Gold Coins Gain (World Financial), Studio City
Merit Financial, Santa Monica
Monex Deposit, Newport Beach
Index | Mortgage Lenders |
| Real Estate Listings / Brokers |
| REITs |
Alliance Portfolio, The, Newport Beach
Index | Directories |
| Franchises |
Franchises
FranNet, Westlake Village, Simi Valley
Index | Entrepreneurship |
| Incubators |
| Services / Projects |
American Capital Investors, Newport Beach
Arcturus Capital, Downtown LA
Berman Cohn, West LA
BMO Capital Markets
Brentwood Associates
Building Industry Partners (BIP), West LA
Cain Brothers, Long Beach - medical
Capital Asset Advisors, Newport Beach
Cappello Capital, Santa Monica
Capital Investment Partners, Irvine
CDMI, Northridge
Channel Islands Equities, Oxnard
CPI Ventures, West LA, Irvine
De La Rosa Investment Bankers, West LA
DiscountYourLoans.com Investment Bankers, Beverly Hills
Duff & Phelps, Century City
DynaFund Ventures, Torrance
E*Capital, Downtown LA
eStrategy Partners, Manhattan Beach
European American Capital, Woodland Hills
Freeman Spogli & Co., West LA
Funk Ventures, Woodland Hills
GBS Financial, Sherman Oaks
Global Capital Markets, Irvine
Global Finance Group, Newport Beach, Beverly Hills
Hankin Investment Banking, Bel Air
Houlihan Lokey, Century City
idealab!, Pasadena
InnoCal Venture Capital, Costa Mesa
ITN, Ventura - China
Kline Hawkes & Co., Brentwood
Koffler Ventures, Downtown LA
Levine Leichtman Capital Partners (LLCP), Beverly Hills
Management Resource Center (MRC Worldwide), Seal Beach
Marwit Capital, Newport Beach
McGladrey Capital Markets, Costa Mesa
MDB Capital Group, Santa Monica
Mentor Group, The, Westlake Village
Mentor Group, The, Palm Springs
Millennium Hanson, Marina del Rey
Montecito Capital Management, Brentwood
Mosaic Capital, Sherman Oaks
Oxford Bioscience Partners (OBP), Costa Mesa
Pacific Venture Group, Irvine
Palomar Ventures, Santa Monica
Parallax Capital Partners, Irvine
Pasadena Entretec
Pinecreek Capital, Newport Beach
Putnam Lovell Capital Partners, Rolling Hills Estates
Redpoint Ventures, West LA
Relative Capital Markets, Westwood
Roth Capital Partners
Rustic Canyon Group, Santa Monica
Sage Group, West LA
SG Capital, Downtown LA
S.G.E. Distribution/S.G.E. Funding Ventures, Anaheim
Stone & Youngberg, Downtown LA, Sherman Oaks
Strategic Equity Group, Costa Mesa
Strategic Partners, Oxnard
Tuerk & Associates, Irvine
VIPO Securities, Long Beach
WENR, Culver City
West Coast Capital, Sherman Oaks
Winston Financial Group, Santa Ana
Xnergy, Century City, Cerritos
Yutuc Associates, Westchester
Zone Ventures, Downtown LA
Services/Products
Bownes, Century City, Downtown LA, Irvine - document preparation
Computershare, Glendale
Index
Internet Services
Database Applications
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