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BMO Wealth Advisors in California

Wealth Advisor Search > United States > California (CA)

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Palo Alto

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

- "BMO Investment Services" is a brand name used by certain employees of BMO Bank N.A. who provide advisory, brokerage, and insurance services offered through LPL Financial (LPL). Financial Advisors are investment advisor representatives of and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BMO Bank N.A. and BMO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BMO Investment Services, and are also employees of BMO Bank N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank N.A or BMO Investment Services. BMO Wealth Management and BMO Investment Services are not affiliates of LPL. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency | Not BMO Bank Guaranteed | Not BMO Bank Deposits or Obligations | May Lose Value
- The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- BMO Bank N.A. ("BMO") provides referrals to financial professionals of BMO Investment Services who are registered representatives of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay BMO for these referrals. This creates an incentive for BMO to make these referrals, resulting in a conflict of interest. BMO is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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Banking products and services are subject to bank and credit approval and are provided in the United States by BMO Bank N.A. Member FDIC.

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