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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cerritos, CA

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

48 registered advisors work in Cerritos; the most are at J.P. Morgan Securities LLC (9). 4 list the CFP designation and 42 are also registered broker representatives.

Firms with the most advisors in Cerritos

FirmAdvisors in Cerritos
J.P. Morgan Securities LLC news9
LPL Financial LLC news6
Pfs Investments Inc.4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
W&S Brokerage Services, Inc.3
Cetera Investment Advisers LLC news2
State Farm Investment Management Corp.2
Transamerica Financial Advisors, LLC2
Avant Garde Capital1
Cerda Munoz Advisors, Inc.1
Citigroup Global Markets Inc. news1
Equitable Advisors, LLC news1
Financial Essentials 4 Life, Inc.1
Gibbs Wealth Management, LLC1
Kestra Advisory Services, LLC news1
LPL Enterprise, LLC news1
Latitude Advisors, LLC1
Pure Wealth Management1
Raymond James & Associates, Inc. news1
Sierra Madre Partners LLC1
Strategic Advisers LLC1
Summit Gates Capital1
U.S. Bancorp Advisors, LLC1
Virtue Capital Management, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Cerritos, A to Z

CFP advisors in Cerritos →

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 Cerritos, CA?

48 investment adviser representatives are registered at firm offices in Cerritos, California, according to the SEC's Investment Adviser Public Disclosure records. 42 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Cerritos?

J.P. Morgan Securities LLC, with 9 registered advisors in Cerritos, followed by LPL Financial LLC with 6.

How do I check a financial advisor in Cerritos?

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.