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Find a Merrill® Financial Solutions Advisor™ in Carlsbad, CA

The power to put plans into action

At Merrill, we have the people, tools and personalized advice and guidance to help turn your ambitions into action. A licensed Merrill Financial Solutions Advisor can help you pursue your financial goals and plan for what matters most to you. Meet your local Merrill Financial Solutions Advisor on the phone or at a Bank of America financial center, or call us 24/7 at 888.637.3343.

Financial Advisors near Carlsbad, CA

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    La Costa
    7700 El Camino Real
    Carlsbad, CA 92009
    Office Hours

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    Palomar Airport Road
    2704 Loker Ave W
    Carlsbad, CA 92010
    Office Hours

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    La Costa Town Square
    3428 Via Mercato
    Carlsbad, CA 92009
    Office Hours

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    Carlsbad Main
    2550 El Camino Real
    Carlsbad, CA 92008
    Office Hours

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    Carlsbad Village
    645 Carlsbad Village Dr
    Carlsbad, CA 92008
    Office Hours

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, a registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

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Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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