Destination Wealth Management

Destination Wealth Management (CRD# 110365) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $3,701,661,223 in 5,567 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,702
    MILLION
  • Total Number of Accounts
    5,567
    ACCOUNTS
  • Average Account Value
    $664,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, GA, HI, ID, LA, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA

Financial Advisors at Destination Wealth Management
Showing 11 - 20 of 29 top financial advisors.
11
Ariel Hurd
CRD#: 6924132
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Ariel Hurd (CRD# 6924132) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 15 years of experience in the finance industry.

12
Robert K. Jacques
CRD#: 2373504
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Robert Jacques (CRD# 2373504) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 24 years of experience in the finance industry.

13
Jessica S. Lambruschini-Coy
CRD#: 4893456
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Jessica Lambruschini-Coy (CRD# 4893456) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 16 years of experience in the finance industry.

14
Elaine M. Lugo
CRD#: 2389491
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Elaine Lugo (CRD# 2389491) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 30 years of experience in the finance industry.

15
Sonia M. Maksymiuk
CRD#: 3093689
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Sonia Maksymiuk (CRD# 3093689) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 25 years of experience in the finance industry.

16
Barbara S. Matheson
CRD#: 2113501
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Barbara Matheson (CRD# 2113501) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 27 years of experience in the finance industry.

17
Mark McMechen
CRD#: 6891551
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Mark McMechen (CRD# 6891551) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 6 years of experience in the finance industry.

18
Benjamin L. Musson
CRD#: 4228284
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Benjamin Musson (CRD# 4228284) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 16 years of experience in the finance industry.

19
Preetika Pande
CRD#: 6645387
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Preetika Pande (CRD# 6645387) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 7 years of experience in the finance industry.

20
David Rairden
CRD#: 2561353
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

David Rairden (CRD# 2561353) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 25 years of experience in the finance industry.

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