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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Eureka, CA

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

44 registered advisors work in Eureka; the most are at Morgan Stanley (13). 3 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Eureka

FirmAdvisors in Eureka
Morgan Stanley news13
Premier Financial Group Inc.12
Wells Fargo Clearing Services, LLC news5
Edward Jones news4
Kingsview Wealth Management, LLC news3
Ameriprise Financial Services, LLC news1
Ebert Capital Management Inc.1
Eureka Financial Planners, LLC1
Prospera Financial Services, Inc.1
Redwood Coast Financial Partners1
State Farm Investment Management Corp.1
Stonex Advisors Inc.1

Advisors in Eureka, A to Z

CFP advisors in Eureka →

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 Eureka, CA?

44 investment adviser representatives are registered at firm offices in Eureka, California, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Eureka?

Morgan Stanley, with 13 registered advisors in Eureka, followed by Premier Financial Group Inc. with 12.

How do I check a financial advisor in Eureka?

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.