Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Canoga Park, CA
Every SEC-registered investment adviser representative at a firm office in Canoga Park, with the firms that employ the most of them.
10 registered advisors work in Canoga Park; the most are at Peak Financial Planning (4). 3 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Canoga Park
Advisors in Canoga Park, A to Z
CFP advisors in Canoga Park →- Eric AmzalagPeak Financial Planning · Certified Financial Planner
- Anthony J. CalderonPeak Financial Planning · Certified Financial Planner
- Cody M. EmersonPeak Financial Planning · Certified Financial Planner
- Christopher A. FaulkLPL Enterprise, LLC · Chartered Financial Consultant
- Aimee M. FloreaState Farm Investment Management Corp.
- Suzy GiorgioSummit Global Investments, LLC
- Ortal KatzJ.P. Morgan Securities LLC
- Robert RosenbergAmeriprise Financial Services, LLC
- David P. SeibelAssetmark, Inc.
- Matthew C. WarnerPeak Financial Planning
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 Canoga Park, CA?
10 investment adviser representatives are registered at firm offices in Canoga Park, California, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Canoga Park?
Peak Financial Planning, with 4 registered advisors in Canoga Park, followed by Ameriprise Financial Services, LLC with 1.
How do I check a financial advisor in Canoga Park?
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.