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Apella Wealth financial advisors in Costa Mesa, CA
Every SEC-registered investment adviser representative at a Apella Wealth office in Costa Mesa, A to Z.
The short answer
3 registered advisors work at Apella Wealth in Costa Mesa, out of 99 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Apella Wealth advisors in Costa Mesa, A to Z
Every Apella Wealth advisor →- Audrey JohnsonCertified Financial Planner
- Mark L. PrendergastCertified Financial Planner
- Evelyn M. ZohlenCertified Financial Planner
Apella Wealth advisors in every city and state →Apella Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Apella Wealth advisors in other cities
West Hartford, CT 52Mt. Pleasant, SC 5Bellevue, WA 4Wyomissing, PA 4Williamsburg, VA 3Chicago, IL 2Johnston, IA 2Lake Oswego, OR 2Larkspur, CA 2Lenox, MA 2Reston, VA 2Annapolis, MD 1Arlington, VA 1Atlanta, GA 1Atlantic Beach, NY 1
Other firms in Costa Mesa
All Costa Mesa advisors →Osaic Wealth, Inc. 18Captrust 16LPL Financial LLC 11Check Capital Management Inc. 8Citigroup Global Markets Inc. 8Strategic Advisers LLC 7Edward Jones 6Independent Financial Group, LLC 6Cetera Investment Advisers LLC 5Fifth Third Securities, Inc. 5Leisure Capital Management, Inc. 5Sovran Advisors, LLC 5
Questions
How many financial advisors does Apella Wealth have in Costa Mesa?
3 investment adviser representatives are registered at Apella Wealth offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 99 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Apella Wealth one of the largest advisor employers in Costa Mesa?
Apella Wealth ranks number 16 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.
How do I check a Apella Wealth advisor in Costa Mesa?
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 Apella Wealth 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.