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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Big Bear Lake, CA

Every SEC-registered investment adviser representative at a firm office in Big Bear Lake, with the firms that employ the most of them.

4 registered advisors work in Big Bear Lake; the most are at LPL Financial LLC (2). 2 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Big Bear Lake

FirmAdvisors in Big Bear Lake
LPL Financial LLC news2
Edward Jones news1
Hilltop Securities Inc.1

Advisors in Big Bear Lake, A to Z

CFP advisors in Big Bear Lake →

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 Big Bear Lake, CA?

4 investment adviser representatives are registered at firm offices in Big Bear Lake, California, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Big Bear Lake?

LPL Financial LLC, with 2 registered advisors in Big Bear Lake, followed by Edward Jones with 1.

How do I check a financial advisor in Big Bear Lake?

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.