Financial ADVSR advisor directory · SEC adviser records
Sweeney & Michel, LLC financial advisors in Chico, CA
Every SEC-registered investment adviser representative at a Sweeney & Michel, LLC office in Chico, A to Z.
3 registered advisors work at Sweeney & Michel, LLC in Chico, out of 3 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Sweeney & Michel, LLC advisors in Chico, A to Z
Every Sweeney & Michel, LLC advisor →- Katie JunkInvestment adviser rep
- Renee A. MichelInvestment adviser rep
- Joseph D. SweeneyCertified Financial Planner
Sweeney & Michel, LLC advisors in every city and state →Sweeney & Michel, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Chico
All Chico advisors →LPL Financial LLC 19Stifel, Nicolaus & Company, Incorporated 19Edward Jones 11Morgan Stanley 7Raymond James Financial Services Advisors, Inc. 7Cetera Investment Advisers LLC 6State Farm Investment Management Corp. 5Wells Fargo Clearing Services, LLC 5Valic Financial Advisors, Inc. 3Wells Fargo Advisors Financial Network, LLC 3
Questions
How many financial advisors does Sweeney & Michel, LLC have in Chico?
3 investment adviser representatives are registered at Sweeney & Michel, LLC offices in Chico, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Sweeney & Michel, LLC one of the largest advisor employers in Chico?
Sweeney & Michel, LLC ranks number 9 in Chico by registered advisors; LPL Financial LLC has the most, with 19.
How do I check a Sweeney & Michel, LLC advisor in Chico?
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 Sweeney & Michel, LLC 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.