Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Benicia, CA
Every SEC-registered investment adviser representative at a firm office in Benicia, with the firms that employ the most of them.
14 registered advisors work in Benicia; the most are at Edward Jones (2). 5 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Benicia
| Firm | Advisors in Benicia |
|---|---|
| Edward Jones news | 2 |
| Wheels Up Wealth, Inc. | 2 |
| Benning Financial Group, LLC | 1 |
| Compound Planning, Inc. | 1 |
| Grossman Financial Management | 1 |
| Invesdid | 1 |
| J.P. Morgan Securities LLC news | 1 |
| LPL Financial LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Northern Trust Securities, Inc. news | 1 |
| Osaic Wealth, Inc. news | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Benicia, A to Z
CFP advisors in Benicia →- Leigh N. BeamanWheels Up Wealth, Inc.
- Randy C. BenningBenning Financial Group, LLC · Certified Financial Planner
- Kenneth K. Casper Jr.Edward Jones · Certified Financial Planner
- Ariel J. CastilloEdward Jones
- Darrell T. DoiInvesdid
- Mardiros S. EkmekjianStrategic Advisers LLC
- Lawrence I. GrossmanGrossman Financial Management · Certified Financial Planner
- Gregory J. HannahOsaic Wealth, Inc.
- Bridget E. HarkinsWheels Up Wealth, Inc. · Certified Financial Planner
- Daniel M. JohnsonNorthern Trust Securities, Inc. · Certified Financial Planner
- Jhonny KreidiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey B. MandapLPL Financial LLC
- David A. PenderCompound Planning, Inc.
- Joseph WhiteJ.P. Morgan Securities LLC
Other cities in California
All of California →San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335
Questions
How many financial advisors are in Benicia, CA?
14 investment adviser representatives are registered at firm offices in Benicia, California, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Benicia?
Edward Jones, with 2 registered advisors in Benicia, followed by Wheels Up Wealth, Inc. with 2.
How do I check a financial advisor in Benicia?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.