Harley Wedgbury
Harley Wedgbury is a CFP-designated registered investment advisor at California Financial Partners, INC., based in Glendale, CA, with 25 years of industry experience. Harley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting services are billed at an hourly rate of $75 to $250, or a fixed fee ranging from $1,500 to $9,500, depending on the complexity of the services.
Location
700 N Brand Blvd, Suite #640, Glendale, CA, 91203
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Harley is involved in non-variable insurance since 2001 and is a registered investment advisor with California Financial Partners, Inc. since 2005, where he prepares financial plans. He also has a DBA with Ways Financial Corp and California Financial Partners.
Employment History
Current Registrations
California Financial Partners, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
California Financial Partners
California Financial Partners
Lincoln Financial Advisors CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.