Financial ADVSR advisor directory · SEC adviser records
California Capital Management financial advisors in Burbank, CA
Every SEC-registered investment adviser representative at a California Capital Management office in Burbank, A to Z.
The short answer
3 registered advisors work at California Capital Management in Burbank, out of 5 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.
California Capital Management advisors in Burbank, A to Z
Every California Capital Management advisor →- Tara H. KodaInvestment adviser rep
- Emily E. LoganCertified Financial Planner · Also a broker rep
- Bradley J. SaloCertified Financial Planner · Also a broker rep
California Capital Management advisors in every city and state →California Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
California Capital Management advisors in other cities
Other firms in Burbank
All Burbank advisors →Pfs Investments Inc. 30Strategic Advisers LLC 17LPL Financial LLC 10J.P. Morgan Securities LLC 5Lazari Capital Management, Inc. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5Edward Jones 4State Farm Investment Management Corp. 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does California Capital Management have in Burbank?
3 investment adviser representatives are registered at California Capital Management offices in Burbank, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.
Is California Capital Management one of the largest advisor employers in Burbank?
California Capital Management ranks number 8 in Burbank by registered advisors; Pfs Investments Inc. has the most, with 30.
How do I check a California Capital Management advisor in Burbank?
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 California Capital Management 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.