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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Anaheim, CA

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Anaheim, A to Z.

The short answer

4 registered advisors work at Edelman Financial Engines in Anaheim, out of 650 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Anaheim, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

Other firms in Anaheim

All Anaheim advisors →

Centaurus Financial, Inc. 79LPL Financial LLC 24Wells Fargo Clearing Services, LLC 17Eagle Strategies LLC 15Mosley Wealth Management, Inc. 11Chatterton & Associates 6Pfs Investments Inc. 6Strategic Advisers LLC 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5J.P. Morgan Securities LLC 4Osaic Wealth, Inc. 4Retirementadvice | Jka 4

Questions

How many financial advisors does Edelman Financial Engines have in Anaheim?

4 investment adviser representatives are registered at Edelman Financial Engines offices in Anaheim, California, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Edelman Financial Engines one of the largest advisor employers in Anaheim?

Edelman Financial Engines ranks number 10 in Anaheim by registered advisors; Centaurus Financial, Inc. has the most, with 79.

How do I check a Edelman Financial Engines advisor in Anaheim?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.