financial-advisory in California

3418 listed in this state. 3415 meet the license evidence bar. This category page is indexed.

Connecticut eLicense businesses. Issuing source: Connecticut Department of Consumer Protection. Official record: https://data.ct.gov/d/ngch-56tr.

California child care centers. Issuing source: California Department of Social Services. Official record: https://data.ca.gov/dataset/community-care-licensing-facilities.

Connecticut professional firms. Issuing source: Connecticut Department of Consumer Protection. Official record: https://data.ct.gov/d/ngch-56tr.

Florida architecture firms. Issuing source: Florida Department of Business and Professional Regulation. Official record: https://www2.myfloridalicense.com/architecture-and-interior-design/public-records/.

Florida CPA firms. Issuing source: Florida Department of Business and Professional Regulation. Official record: https://www2.myfloridalicense.com/certified-public-accounting/public-records/.

Florida contractor trades. Issuing source: Florida Department of Business and Professional Regulation. Official record: https://www2.myfloridalicense.com/construction-industry/public-records/.

Delaware business licenses. Issuing source: Delaware Department of Finance, Division of Revenue. Official record: https://data.delaware.gov/d/5zy2-grhr.

Los Angeles active businesses. Issuing source: City of Los Angeles. Official record: https://data.lacity.org/d/6rrh-rzua.

Seattle business licenses. Issuing source: City of Seattle. Official record: https://data.seattle.gov/d/wnbq-64tb.

Iowa insurance producer and adjuster firms. Issuing source: Iowa Insurance Division. Official record: https://data.iowa.gov/catalog/dataset/668. Contains data from the Iowa Insurance Division, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

Iowa licensed insurance companies. Issuing source: Iowa Insurance Division. Official record: https://data.iowa.gov/catalog/dataset/667. Contains data from the Iowa Insurance Division, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

Iowa retail sales permit holders. Issuing source: Iowa Department of Revenue. Official record: https://data.iowa.gov/catalog/dataset/723. Contains data from the Iowa Department of Revenue, Tax Research Bureau, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

Delaware asbestos abatement contractors. Issuing source: Delaware Division of Facilities Management. Official record: https://data.delaware.gov/d/f677-ahd9.

CMS healthcare facilities. Issuing source: Centers for Medicare & Medicaid Services. Official record: https://data.cms.gov/provider-data/about/program-overview.

Loaded ct, ca-child, ct-firm, fl-arch, fl-cpa, fl-contractor, us-sam, de, co-liquor, co-denver, tx-hhsc, tx-hotel, tx-sales, la-business, sea-business, nyc-child, mke-liquor, bos-board, bos-food, dc-bbl, nola-business, mpls-liquor, balt-liquor, ct-nursing, ct-alsa, ct-pharmacy, ct-substance, ia-insurance, ia-insurer, ia-preneed, ia-pharmacy, ia-assisted, ia-sales, dc-abca, hfd-food, de-wastewater, de-asbestos, cms-facility, ct-child, ct-auto, co-child, de-child.

File rows: 1363237. Listed businesses: 667214. Rows not listed: 696023. As of: each business shows the file date. A license is not a ranking, and payment does not change a record.

K & D GLOBAL REMIT
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002827650-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
LAS AMERICAS 2 LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003347929-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
M LHUILLIER FINANCIAL SERVICES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002604315-0002-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
NATIONAL HOUSING SOLUTIONS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002841878-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
OPORTUN INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002378550-0019-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PANORAMA CITY BUSINESS IMPROVEMENT DISTRICT
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002423901-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PANORAMA MINI STORE PANORAMA MONEY TRANSFER
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003065439-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PVRA INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002671317-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
SIGUE CORP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002018259-0005-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
STEADY FINANCIALS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003034877-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WELLS FARGO CLEARING SERVICES LLC
License status: active. License type: Securities brokers. License number: 0000102572-0042-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CASH MACH INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002715587-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CITY CASH INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002502314-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
GRACE WEALTH MANAGEMENT INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003459895-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
KR PARTNERS CAPITAL GROUP LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002860821-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
STANDARD WEALTH, LLC
License status: active. License type: Commodity contracts brokers. License number: 0003488582-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
TR WINSTON & COMPANY LLC
License status: active. License type: Securities brokers. License number: 0000802617-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003103791-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
FR CAPITAL HOLDINGS LP
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003417610-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
XPONANCE INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002029070-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
BNY MELLON PERFORMANCE & RISK ANALYTICS, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003031824-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PNC CAPITAL MARKETS LLC
License status: active. License type: Investment bankers & securities dealers. License number: 0002976972-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
7538 WEALTH ADVISORY, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003497906-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
KELL INDUSTRIES LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003517135-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
KVR PROFESSIONAL CORPORATION
License status: active. License type: Miscellaneous Financial Investment Activities. License number: 0003520630-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MOHER INVESTMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002274694-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MOKA INVESTORS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002499914-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
SONG BAO HOLDINGS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003147341-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
VCP VENTURES, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003510358-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
AV REAL GROUP INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003412703-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
HEDGIE LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003525378-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
KAWA YAMA LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003565895-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
KORGO LLC
License status: active. License type: Investment bankers & securities dealers. License number: 0003088601-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PALACE ENTERPRISES LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003595650-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PALM SERENO LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003444270-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
THE CHERNIN GROUP LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002863020-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
UMOYA CAPITAL INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002857597-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
UVMP SPV1 LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003511522-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
NEXTHOME INC, SAME AS ABOVE
License status: Active. License type: Retail sales permit 523999. License number: 301405934. As of: 2026-10-28.
Service category: financial-advisory. This is the normalized service-category field.
NEXTHOME INC, SAME AS ABOVE, HEADQUARTERS
License status: Active. License type: Retail sales permit 523999. License number: 301406034. As of: 2026-10-28.
Service category: financial-advisory. This is the normalized service-category field.
CENTER SQUARE INVESTMENT MANAGEMENT INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002805573-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CREATE WEALTH MANAGEMENT, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003300121-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
DYLAN STREET PARTNERS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002963834-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ELEMENT ENERGY PARTNERS, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003415330-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
EMERALD CITY STRATEGIES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003074706-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
GO LOGISTICS GROUP INC
License status: active. License type: Commodity contracts brokers. License number: 0003514423-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
JEMROCK INVESTMENTS, LLC
License status: active. License type: Portfolio Management and Investment Advice. License number: 0003508060-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
JS GLOBAL FUNDING PARTNERS
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003195952-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
LJEE ANTS INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003462299-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MESHO HOLDINGS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003159733-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MS CONSULTING SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002345092-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
NUARK WEALTH MANAGEMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003427617-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
RESEDA PROJECT 1 LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003159682-0001-2. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
RFH CA CONSULTING
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003023272-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ROMA ADVISORY
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003501915-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
STOCK KING OPTIONS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003499603-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
UNIFIRST INSURANCE & FINANCIAL SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002537929-0001-7. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
R V KUHNS AND ASSOCIATES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000949849-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
DYM, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003342286-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MCDONALD/SAWYER DEVELOPMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000775007-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ASHLAND BELMONT GROUP INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002589806-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
SARANAM FAMILY LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002475925-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
DELTA T GROUP LOS ANGELES INC
License status: active. License type: Commodity contracts dealers. License number: 0002320680-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ICMA RETIREMENT CORPORATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000582563-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CHEMCONSULTINGUS
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002979898-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
COR ENTERPRISES, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002745573-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
EZ CONSULTING SERVICES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003561656-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
LAN FINANCIAL SERVICES, INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003592066-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
M & G INVESTMENT GROUP LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003337379-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MODAB VENTURE GROUP, INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002458186-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
MUCHIE TRADING LLC
License status: active. License type: Investment bankers & securities dealers. License number: 0002863574-0002-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ONE CONSULTING LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003051727-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PLATINUM BOSS MANAGEMENT CORPORATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003111833-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PRECIOUS METALS INVESTMENT LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003036620-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
QUANTUM ENVENTIONS LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003546286-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
RETO INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003326366-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
SHERCOR LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002352778-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
STREAMLINE PROJECT SOLUTIONS INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002348095-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
TAMPA MULTISERVICES/VILLASANTE INSURANCE SERVICES
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003513526-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WELLS FARGO CLEARING SERVICES LLC
License status: active. License type: Securities brokers. License number: 0000102572-0034-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WORKING FOR THE WEEKEND LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003490583-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
ADLERHORST INTERNATIONAL LLC
License status: active. License type: Commodity contracts dealers. License number: 0002380275-0001-0. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
RYVOF AND RYQUOR INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003261891-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PACIFIC SECURED EQUITIES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002225828-0002-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
INSTITUTIONAL SHAREHOLDER SERVICES INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000989168-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PLAYA FINANCIAL INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000727450-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
DUKE RANDAVE AMANTE MENDINUETO AND TRISHA GINAH TOM MENDINUETO
License status: active. License type: Commodity contracts dealers. License number: 0003048463-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
GVP VENTURES INC.
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003422941-0001-4. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CALIFORNIA MUNICIPAL TREASURER ASSOCIATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003384493-0001-8. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
CALIFORNIA MUNICIPAL UTILITIES ASSOCIATION
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002554980-0001-9. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
DIAMANTIS CAPITAL LLC
License status: active. License type: Portfolio Management and Investment Advice. License number: 0003563448-0001-3. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
PACIFIC HOUSING INC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0002184895-0003-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
RICHARDSON LEGACY LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003527391-0001-5. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
SUSURRO LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003503107-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
FAULKNER MEDIA GROUP LLC, FMG SUITE
License status: Active. License type: Retail sales permit 5239. License number: 100010540. As of: 2026-10-28.
Service category: financial-advisory. This is the normalized service-category field.
LM CAPITAL GROUP LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0000646751-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
LPL FINANCIAL LLC
License status: active. License type: Investment Banking and Securities Intermediation. License number: 0007486080659203. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
WALTON INVESTMENTS, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003294314-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
JENNIFER & OTILIA GARCIA
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003438340-0001-1. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.
RGM INVESTMENTS, LLC
License status: active. License type: Other financial investment activities (including investment advice). License number: 0003504515-0001-6. As of: 2026-10-24.
Service category: financial-advisory. This is the normalized service-category field.