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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Canyon Lake, CA

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

The short answer

12 registered advisors work in Canyon Lake; the most are at Pfs Investments Inc. (3). 3 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Canyon Lake

FirmAdvisors in Canyon Lake
Pfs Investments Inc.3
LPL Financial LLC news2
Cetera Investment Advisers LLC news1
Edward Jones news1
Kaizen Financial Advisors, LLC1
MML Investors Services, LLC1
Railroad Canyon Insurance And Financial Services1
Regal Investment Advisors LLC1
Thrivent Investment Management Inc.1

Advisors in Canyon Lake, A to Z

CFP advisors in Canyon 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 Canyon Lake, CA?

12 investment adviser representatives are registered at firm offices in Canyon Lake, California, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Canyon Lake?

Pfs Investments Inc., with 3 registered advisors in Canyon Lake, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Canyon 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.