Best Stock Broker Thousand Oaks Near Me

4worldlovers: A Financial Consultant can help you get where you want to be.

When you work with one of our Financial Consultants, you can count on partnering that’s founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you achieve your financial goals will be their priority.

4worldlovers:
Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.


TD Ameritrade was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories "Platforms & Tools" (11 years in a row), "Desktop Trading Platform: thinkorswim" (10 years in a row), "Active Trading" (2 years in a row), "Options Trading," "Customer Service," and "Phone Support." TD Ameritrade was also rated Best in Class (within the top 5) for "Overall Broker" (12 years in a row), "Education" (11 years in a row), "Commissions & Fees" (2 years in a row), "Offering of Investments" (8 years in a row), "Beginners" (10 years in a row), "Mobile Trading Apps" (10 years in a row), "Ease of Use" (6 years in a row), "IRA Accounts" (3 years in a row), "Futures Trading" (3 years in a row), and "Research" (11 years in a row). Read the full article.


ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.

Market volatility, volume and system availability may delay account access and trade executions.

†Applies to US exchange listed stocks, ETFs, and options. A $0.65 per contract fee applies for options trades.

A rollover is not your only alternative when dealing with old retirement plans. Learn more about rollover alternatives.

4worldlovers: We are a full service Investment Advisory firm located in Westlake Village, California. We provide both individual investors and businesses an array of tax-sensitive Wealth Management strategies. We are Independent Investment Managers who operate free from proprietary products, enabling our clients to address the majority of their financial planning needs through a dedicated consultative approach. We incorporate a complete range of industry standard products, services, and strategies for all of our Private Clients.

The scope of financial products and services we provide for our clients includes Equities, Mutual Funds, Structured Products, Fixed Income, Separately Managed Accounts, Customized Retirement Strategies, Insurance, Annuities, Long Term Care, and Estate Planning just to name a few. We manage client accounts throughout the United States covering multiple segments from affluent to high net worth.

With over 35 years of financial services experience, we have been helping our clients develop and execute general and comprehensive strategic investment plans. As advocates for our clients, our single most important goal is to develop personalized strategies that align with your investment objectives, risk tolerance, and time horizon, all while encouraging disciplined financial habits and structure.

4worldlovers: I have always had a passion for solving problems and helping people find the right path to help meet their financial goals.

At Edward Jones, I have an opportunity to help others by getting to know them, their needs and creating realistic and achievable financial objectives.