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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fallbrook, CA

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

31 registered advisors work in Fallbrook; the most are at LPL Financial LLC (4). 9 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Fallbrook

FirmAdvisors in Fallbrook
LPL Financial LLC news4
Pathway Advisors, LLC4
Kestra Advisory Services, LLC news3
Edward Jones news2
Gebhart & Associates, Inc.2
Strategic Advisers LLC2
Ameriprise Financial Services, LLC news1
Commonwealth Financial Network news1
Cortina Capital, LLC1
Hunter Vip Investments, LLC1
Independent Financial Group, LLC1
J.P. Morgan Securities LLC news1
Jrs Investments And Wealth Preservation, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Safe Harbor Assets1
State Farm Investment Management Corp.1
Tlg Advisors, Inc.1
Vision Investment Advisors, LLC1
Wealth One Advisors1
Wealthlynk, Inc.1
Yorkville Capital Management LLC1

Advisors in Fallbrook, A to Z

CFP advisors in Fallbrook →

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 Fallbrook, CA?

31 investment adviser representatives are registered at firm offices in Fallbrook, California, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Fallbrook?

LPL Financial LLC, with 4 registered advisors in Fallbrook, followed by Pathway Advisors, LLC with 4.

How do I check a financial advisor in Fallbrook?

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.