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Financial ADVSR advisor directory · SEC adviser records

Sovran Advisors, LLC financial advisors in Costa Mesa, CA

Every SEC-registered investment adviser representative at a Sovran Advisors, LLC office in Costa Mesa, A to Z.

5 registered advisors work at Sovran Advisors, LLC in Costa Mesa, out of 63 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Sovran Advisors, LLC advisors in Costa Mesa, A to Z

Every Sovran Advisors, LLC advisor →

Sovran Advisors, LLC advisors in every city and state →Sovran Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sovran Advisors, LLC advisors in other cities

San Diego, CA 43Pasadena, CA 10Woodland Hills, CA 2Dallas, NC 1Petaluma, CA 1Rancho Cucamonga, CA 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. 5Edelman Financial Engines 4

Questions

How many financial advisors does Sovran Advisors, LLC have in Costa Mesa?

5 investment adviser representatives are registered at Sovran Advisors, LLC offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 63 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Sovran Advisors, LLC one of the largest advisor employers in Costa Mesa?

Sovran Advisors, LLC ranks number 12 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.

How do I check a Sovran Advisors, LLC 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 Sovran Advisors, 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.