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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fair Oaks, CA

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

27 registered advisors work in Fair Oaks; the most are at LPL Financial LLC (5). 1 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Fair Oaks

FirmAdvisors in Fair Oaks
LPL Financial LLC news5
Edward Jones news3
Osaic Wealth, Inc. news3
Strategic Advisers LLC3
Ameriprise Financial Services, LLC news2
Mark Gillam Enterprises2
Allstate Financial Advisors, LLC1
Bellwether Capital Management LLC1
Centaurus Financial, Inc.1
Cetera Investment Advisers LLC news1
Cjl Quantum Analytics1
Eckel Financial Advisors1
Global Retirement Partners LLC1
J.P. Morgan Securities LLC news1
Principal Securities, Inc.1

Advisors in Fair Oaks, A to Z

CFP advisors in Fair Oaks →

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 Fair Oaks, CA?

27 investment adviser representatives are registered at firm offices in Fair Oaks, California, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Fair Oaks?

LPL Financial LLC, with 5 registered advisors in Fair Oaks, followed by Edward Jones with 3.

How do I check a financial advisor in Fair Oaks?

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.