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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Danville, CA

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Danville, A to Z.

3 registered advisors work at Cetera Planning Partners in Danville, out of 309 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Cetera Planning Partners advisors in Danville, A to Z

Every Cetera Planning Partners advisor →

Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners advisors in other cities

Leawood, KS 35Dubuque, IA 20Lafayette, LA 20Rapid City, SD 7Seven Fields, PA 7Dallas, TX 6Houston, TX 6Parsippany, NJ 6Algona, IA 5Cranford, NJ 5Evansville, IN 5El Segundo, CA 4Greensboro, NC 4Indianapolis, IN 4Louisville, KY 4

Other firms in Danville

All Danville advisors →

Encompass More Asset Management LLC 32LPL Financial LLC 26UBS Financial Services Inc. 10Strategic Advisers LLC 7Cetera Investment Advisers LLC 6Osaic Wealth, Inc. 5Sanctuary Advisors, LLC 5J.P. Morgan Securities LLC 4Malakoff Wealth 4The Pacific Center For Financial Services 4Edelman Financial Engines 3

Questions

How many financial advisors does Cetera Planning Partners have in Danville?

3 investment adviser representatives are registered at Cetera Planning Partners offices in Danville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Cetera Planning Partners one of the largest advisor employers in Danville?

Cetera Planning Partners ranks number 11 in Danville by registered advisors; Encompass More Asset Management LLC has the most, with 32.

How do I check a Cetera Planning Partners advisor in Danville?

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 Cetera Planning Partners 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.