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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Citrus Heights, CA

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

27 registered advisors work in Citrus Heights; the most are at LPL Financial LLC (6). 2 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Citrus Heights

FirmAdvisors in Citrus Heights
LPL Financial LLC news6
Strategic Advisers LLC6
Cetera Investment Advisers LLC news3
Edward Jones news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Thrivent Investment Management Inc.2
Fiduciary Wealth Partners1
MML Investors Services, LLC1
Principal Advised Services1
Sierra Financial Management Co.1
State Farm Investment Management Corp.1
Tcm Investment Advisers1

Advisors in Citrus Heights, A to Z

CFP advisors in Citrus Heights →

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 Citrus Heights, CA?

27 investment adviser representatives are registered at firm offices in Citrus Heights, California, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Citrus Heights?

LPL Financial LLC, with 6 registered advisors in Citrus Heights, followed by Strategic Advisers LLC with 6.

How do I check a financial advisor in Citrus Heights?

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.