Financial ADVSR advisor directory · SEC adviser records
Leisure Capital Management, Inc. financial advisors in Costa Mesa, CA
Every SEC-registered investment adviser representative at a Leisure Capital Management, Inc. office in Costa Mesa, A to Z.
The short answer
5 registered advisors work at Leisure Capital Management, Inc. in Costa Mesa, out of 5 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Leisure Capital Management, Inc. advisors in Costa Mesa, A to Z
Every Leisure Capital Management, Inc. advisor →- Gideon S. BernsteinChartered Financial Analyst
- Marr N. LeisureInvestment adviser rep
- Patrick M. MaxwellChartered Financial Analyst
- Raymond M. RobinsonChartered Financial Analyst
- Eric S. ShuteInvestment adviser rep
Leisure Capital Management, Inc. advisors in every city and state →Leisure Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
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. 5Sovran Advisors, LLC 5Edelman Financial Engines 4
Questions
How many financial advisors does Leisure Capital Management, Inc. have in Costa Mesa?
5 investment adviser representatives are registered at Leisure Capital Management, Inc. offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Leisure Capital Management, Inc. one of the largest advisor employers in Costa Mesa?
Leisure Capital Management, Inc. ranks number 11 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.
How do I check a Leisure Capital Management, Inc. 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 Leisure Capital Management, Inc. 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.